LOWCX
Ladenburg Growth & Income-C
$13.34
-0.02 (-0.15%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 159.875M |
52 Week High | 13.83 |
52 Week Low | 11.601 |
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Key Data
Symbol | LOWCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 13.34 |
Price Yesterday | 13.36 |
Market Cap | 159.88 |
YTD Return | 1.23% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0195 |
Overview
52 Week High | 13.83 |
---|---|
52 Week Low | 11.60 |
Market Cap | 159.88M |
Shares Outstanding | 11.98M |
Income Dividend Yield | 0.90% |
Long Term Dividend Yield | 1.93% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.83% |
Returns Annualized
One Day | -31.47% |
---|---|
Five Days | 40.71% |
One Months | -29.74% |
Three Months | 6.62% |
Six Months | 27.54% |
Nine Months | 5.39% |
One Year | 10.08% |
Three Years | 0.46% |
Five Years | 4.71% |
Ten Years | -999 |
YTD | 3.98% |
Since Inception | 5.11% |
Returns Total
One Day | -0.15% |
---|---|
Five Days | 0.68% |
One Month | -3.03% |
Three Months | 1.61% |
Six Months | 12.81% |
Nine Months | 4.03% |
One Year | 10.07% |
Three Years | 1.38% |
Five Years | 25.81% |
Ten Years | -999 |
YTD | 1.23% |
Since Inception | 53.63% |
Yearly Returns
2024 | 1.23% |
---|---|
2023 | 14.16% |
2022 | -17.03% |
2021 | 11.61% |
2020 | 10.42% |
2019 | 18.57% |
2018 | -8.24% |
2017 | 13.15% |
2016 | 4.56% |
2015 | 1.01% |
Risk against SP-DA
Alpha | -8.63% |
---|---|
Beta | 0.7 |
Correlation | 94.46% |
Downside Deviation | 2.60% |
Coefficient of determination | 89.22% |
Standard Deviation | 2.52% |
Sharpe Ratio | -1.65 |
Sortino | -5.57 |
Treynor | 6.75 |
Ulcer Index | 3.23 |
Ulcer Performance Index | -4.48 |