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Ladenburg Growth & Income A (LOWAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.40-0.06 (-0.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.42%
5-Year Average Return6.35%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)19.39%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return19.39%
Worst 3-Yr Total Return1.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLOWAXCategory
YTD4.17%9.69%
1-Month3.24%0.91%
3-Month1.45%5.21%
1-Year14.37%27.06%
3-Year2.02%11.00%
5-Year6.73%10.26%
10-Year0.00%8.34%
Last Bull Market18.59%15.58%
Last Bear Market-12.55%-12.16%

Annual Total Return (%) History

Year
LOWAXCategory
2024
N/AN/A
2023
14.93%N/A
2022
-16.32%N/A
2021
12.28%N/A
2020
11.35%11.72%
2019
19.39%19.23%
2018
-7.49%-5.76%
2017
14.01%13.21%
2016
5.25%7.34%
2015
N/A-1.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.18%N/AN/AN/A
20234.75%4.46%-4.06%9.48%
2022-5.58%-12.55%-4.02%5.58%
20212.14%5.49%-0.68%4.92%
2020-13.78%12.42%5.60%8.78%
20199.52%2.97%0.66%5.17%
2018-0.80%0.38%3.01%-9.81%
20174.29%2.31%2.85%3.88%
20160.50%0.90%2.89%0.87%
20151.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month46
3-Month87
1-Year58
3-Year61
5-Year73

Load Adjusted Returns

1-Year8.65%
3-Year0.29%
5-Year5.64%
10-YearN/A