UK markets close in 2 hours 26 minutes

Ladenburg Aggressive Growth C (LAWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.07+0.01 (+0.06%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.37%
5-year average return8.97%
Number of years up6
Number of years down2
Best 1-yr total return (19 May 2024)24.15%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return24.15%
Worst 3-yr total return2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAWCXCategory
YTD2.79%13.38%
1-month-4.47%1.16%
3-month2.79%6.75%
1-year14.90%40.77%
3-year1.55%13.59%
5-year7.31%13.52%
10-year0.00%10.48%
Last bull market22.43%21.11%
Last bear market-16.16%-19.34%

Annual total return (%) history

Year
LAWCXCategory
2024
N/AN/A
2023
18.24%N/A
2022
-19.63%N/A
2021
16.60%N/A
2020
16.52%15.41%
2019
24.15%24.78%
2018
-10.26%-9.27%
2017
17.95%18.41%
2016
8.84%8.45%
2015
N/A-1.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20235.37%6.14%-3.94%10.06%
2022-6.19%-16.16%-4.29%6.76%
20214.22%7.00%-1.66%6.33%
2020-19.40%18.85%7.54%13.10%
201912.35%3.03%0.15%7.09%
2018-0.80%0.89%3.83%-13.64%
20175.32%2.93%3.45%5.18%
20161.02%1.41%4.37%1.81%
20152.61%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month87
3-month69
1-year48
3-year67
5-year74

Load adjusted returns

1-year13.90%
3-year1.55%
5-year7.31%
10-yearN/A