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 |