LOWAX
Ladenburg Growth & Income-A
$13.72
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
Category | Balanced |
---|---|
Market Cap | 158.82M |
52 Week High | 14.31 |
52 Week Low | 11.96 |
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Key Data
Symbol | LOWAX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 13.72 |
Price Yesterday | 13.72 |
Market Cap | 158.82 |
YTD Return | 0.85% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.05 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.012 |
Overview
52 Week High | 14.31 |
---|---|
52 Week Low | 11.96 |
Market Cap | 158.82M |
Shares Outstanding | 11.58M |
Income Dividend Yield | 1.35% |
Long Term Dividend Yield | 1.88% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.23% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -67.61% |
One Months | -23.23% |
Three Months | 8.41% |
Six Months | 24.46% |
Nine Months | 5.09% |
One Year | 10.05% |
Three Years | 0.99% |
Five Years | 5.46% |
Ten Years | -999 |
YTD | 2.87% |
Since Inception | 5.82% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -2.21% |
One Month | -2.28% |
Three Months | 2.04% |
Six Months | 11.45% |
Nine Months | 3.81% |
One Year | 10.04% |
Three Years | 3.00% |
Five Years | 30.36% |
Ten Years | -999 |
YTD | 0.85% |
Since Inception | 62.66% |
Yearly Returns
2024 | 0.85% |
---|---|
2023 | 14.93% |
2022 | -16.32% |
2021 | 12.27% |
2020 | 11.36% |
2019 | 19.39% |
2018 | -7.49% |
2017 | 14.00% |
2016 | 5.25% |
2015 | 1.23% |
Risk against SP-DA
Alpha | -7.31% |
---|---|
Beta | 0.7 |
Correlation | 93.93% |
Downside Deviation | 2.54% |
Coefficient of determination | 88.23% |
Standard Deviation | 2.53% |
Sharpe Ratio | -1.42 |
Sortino | -4.91 |
Treynor | 6.69 |
Ulcer Index | 3.12 |
Ulcer Performance Index | -3.99 |