LGWAX
Ladenburg Growth-A
$16.29
0.00 (0.00%)
Currency in USD / Last Updated: 4/17/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 113.962M |
| 52 Week High | 17.02 |
| 52 Week Low | 13.79 |
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Key Data
| Symbol | LGWAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 16.29 |
| Price Yesterday | 16.29 |
| Market Cap | 113.96 |
| YTD Return | 2.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.05 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0114 |
Overview
| 52 Week High | 17.02 |
|---|---|
| 52 Week Low | 13.79 |
| Market Cap | 113.96M |
| Shares Outstanding | 7.00M |
| Income Dividend Yield | 0.72% |
| Long Term Dividend Yield | 2.38% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.10% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -68.76% |
| One Months | -19.44% |
| Three Months | 18.92% |
| Six Months | 26.00% |
| Nine Months | 8.94% |
| One Year | 14.36% |
| Three Years | 2.19% |
| Five Years | 7.43% |
| Ten Years | -999 |
| YTD | 9.55% |
| Since Inception | 7.49% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -2.28% |
| One Month | -1.87% |
| Three Months | 4.42% |
| Six Months | 12.14% |
| Nine Months | 6.66% |
| One Year | 14.35% |
| Three Years | 6.69% |
| Five Years | 42.93% |
| Ten Years | -999 |
| YTD | 2.71% |
| Since Inception | 86.15% |
Yearly Returns
| 2024 | 2.71% |
|---|---|
| 2023 | 18.08% |
| 2022 | -18.06% |
| 2021 | 16.16% |
| 2020 | 14.23% |
| 2019 | 22.63% |
| 2018 | -8.56% |
| 2017 | 16.45% |
| 2016 | 6.69% |
| 2015 | 1.33% |
Risk against SP-DA
| Alpha | -6.01% |
|---|---|
| Beta | 0.86 |
| Correlation | 97.06% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 94.21% |
| Standard Deviation | 3.00% |
| Sharpe Ratio | -0.82 |
| Sortino | -3.1 |
| Treynor | 10.49 |
| Ulcer Index | 3.34 |
| Ulcer Performance Index | -2.55 |