Singapore markets closed

Ladenburg Aggressive Growth Fund - Class I (LAGIX)

Other OTC - Other OTC Delayed Price. Currency in USD
Add to watchlist
15.72-0.01 (-0.06%)
At close: 08:00PM EST

Performance overview

Morningstar return rating★★★
Year-to-date return8.52%
5-year average return0.00%
Number of years up4
Number of years down1
Best 1-yr total return (3 Feb 2019)25.42%
Worst 1-yr total return (3 Feb 2019)-9.42%
Best 3-yr total return25.42%
Worst 3-yr total return5.70%

Trailing returns (%) vs. Benchmarks

ReturnLAGIXCategory
YTD-5.97%13.38%
1-month2.36%1.16%
3-month-5.97%6.75%
1-year5.87%40.77%
3-year13.13%13.59%
5-year11.36%13.52%
10-year0.00%10.48%
Last bull market0.00%21.11%
Last bear market0.00%-19.34%

Annual total return (%) history

Year
LAGIXCategory
2021
N/AN/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
20214.48%7.19%-1.41%N/A
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)

YTD84
1-month84
3-month68
1-year95
3-year38
5-year54

Load adjusted returns

1-year25.18%
3-year12.11%
5-year12.35%
10-yearN/A