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Ladenburg Aggressive Growth I (LAGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.71+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.53%
5-year average return9.31%
Number of years up6
Number of years down2
Best 1-yr total return (19 Jun 2024)25.42%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return25.42%
Worst 3-yr total return3.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAGIXCategory
YTD6.85%13.38%
1-month3.60%1.16%
3-month2.28%6.75%
1-year20.91%40.77%
3-year3.64%13.59%
5-year10.29%13.52%
10-year0.00%10.48%
Last bull market22.96%21.11%
Last bear market-15.98%-19.34%

Annual total return (%) history

Year
LAGIXCategory
2024
N/AN/A
2023
19.25%N/A
2022
-18.90%N/A
2021
17.64%N/A
2020
17.60%15.41%
2019
25.42%24.78%
2018
-9.42%-9.27%
2017
19.23%18.41%
2016
9.35%8.45%
2015
N/A-1.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.89%N/AN/AN/A
20235.59%6.37%-3.71%10.28%
2022-5.97%-15.98%-4.05%6.99%
20214.48%7.19%-1.41%6.55%
2020-19.20%19.15%7.73%13.38%
201912.69%3.31%0.38%7.33%
2018-0.56%1.12%4.10%-13.47%
20175.67%3.17%3.75%5.42%
20161.02%1.71%4.55%1.80%
20152.61%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month72
3-month83
1-year48
3-year40
5-year54

Load adjusted returns

1-year20.91%
3-year3.64%
5-year10.29%
10-yearN/A