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Ladenburg Aggressive Growth A (LAWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.37+0.16 (+0.88%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.73%
5-year average return8.20%
Number of years up6
Number of years down2
Best 1-yr total return (30 Apr 2024)25.13%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return25.13%
Worst 3-yr total return3.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAWAXCategory
YTD7.80%13.38%
1-month3.27%1.16%
3-month7.80%6.75%
1-year21.64%40.77%
3-year5.36%13.59%
5-year9.77%13.52%
10-year0.00%10.48%
Last bull market32.59%21.11%
Last bear market-16.00%-19.34%

Annual total return (%) history

Year
LAWAXCategory
2024
N/AN/A
2023
19.19%N/A
2022
-19.09%N/A
2021
17.53%N/A
2020
17.37%15.41%
2019
25.13%24.78%
2018
-9.64%-9.27%
2017
18.96%18.41%
2016
10.86%8.45%
2015
N/A-1.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.80%N/AN/AN/A
20235.62%6.32%-3.71%10.22%
2022-6.03%-16.00%-4.12%6.91%
20214.47%7.19%-1.44%6.49%
2020-19.27%19.15%7.70%13.30%
201912.59%3.26%0.30%7.31%
2018-0.63%1.10%3.97%-13.50%
20175.59%3.21%3.61%5.36%
20161.32%1.60%4.54%3.02%
20152.71%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month52
3-month45
1-year40
3-year51
5-year52

Load adjusted returns

1-year15.56%
3-year3.57%
5-year8.65%
10-yearN/A