LAWAX
Ladenburg Aggressive Growth-A
$18.23
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
| Category | Aggressive |
|---|---|
| Market Cap | 53.121M |
| 52 Week High | 18.94 |
| 52 Week Low | 15.2 |
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Key Data
| Symbol | LAWAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 18.23 |
| Price Yesterday | 18.23 |
| Market Cap | 53.12 |
| YTD Return | 3.76% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.05 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0112 |
Overview
| 52 Week High | 18.94 |
|---|---|
| 52 Week Low | 15.20 |
| Market Cap | 53.12M |
| Shares Outstanding | 2.91M |
| Income Dividend Yield | 0.55% |
| Long Term Dividend Yield | 1.92% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.47% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 95.15% |
| One Months | -28.88% |
| Three Months | 12.29% |
| Six Months | 40.48% |
| Nine Months | 9.52% |
| One Year | 18.74% |
| Three Years | 2.45% |
| Five Years | 8.42% |
| Ten Years | -999 |
| YTD | 12.33% |
| Since Inception | 8.91% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.33% |
| One Month | -2.93% |
| Three Months | 2.94% |
| Six Months | 18.35% |
| Nine Months | 7.09% |
| One Year | 18.72% |
| Three Years | 7.52% |
| Five Years | 49.70% |
| Ten Years | -999 |
| YTD | 3.76% |
| Since Inception | 108.80% |
Yearly Returns
| 2024 | 3.76% |
|---|---|
| 2023 | 19.19% |
| 2022 | -19.09% |
| 2021 | 17.53% |
| 2020 | 17.37% |
| 2019 | 25.13% |
| 2018 | -9.63% |
| 2017 | 18.95% |
| 2016 | 10.86% |
| 2015 | 1.44% |
Risk against SP-DA
| Alpha | -5.33% |
|---|---|
| Beta | 0.91 |
| Correlation | 97.33% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 94.74% |
| Standard Deviation | 3.17% |
| Sharpe Ratio | -0.66 |
| Sortino | -2.58 |
| Treynor | 14.71 |
| Ulcer Index | 3.5 |
| Ulcer Performance Index | -2.07 |