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Ladenburg Aggressive Growth Fund - Class I (LAGIX)
Other OTC - Other OTC Delayed Price. Currency in USD
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15.33
+0.21
(+1.39%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.75%
5-year average return
5.04%
Number of years up
5
Number of years down
2
Best 1-yr total return (19 Mar 2023)
25.42%
Worst 1-yr total return (19 Mar 2023)
N/A
Best 3-yr total return
25.42%
Worst 3-yr total return
3.91%
Trailing returns (%) vs. Benchmarks
Return
LAGIX
Category
YTD
1.75%
13.38%
1-month
-4.85%
1.16%
3-month
2.41%
6.75%
1-year
-11.28%
40.77%
3-year
16.03%
13.59%
5-year
5.04%
13.52%
10-year
0.00%
10.48%
Last bull market
32.77%
21.11%
Last bear market
-15.98%
-19.34%
Annual total return (%) history
Year
LAGIX
Category
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 (%)
Year
Q1
Q2
Q3
Q4
2022
-5.97%
-15.98%
-4.05%
6.99%
2021
4.48%
7.19%
-1.41%
6.55%
2020
-19.20%
19.15%
7.73%
13.38%
2019
12.69%
3.31%
0.38%
7.33%
2018
-0.56%
1.12%
4.10%
-13.47%
2017
5.67%
3.17%
3.75%
5.42%
2016
1.02%
1.71%
4.55%
1.80%
2015
2.61%
N/A
N/A
N/A
Rank in category (by total return)
YTD
39
1-month
17
3-month
71
1-year
53
3-year
54
5-year
40
Load adjusted returns
1-year
-7.92%
3-year
7.99%
5-year
5.74%
10-year
N/A
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