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Ladenburg Growth A (LGWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.99+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.31%
5-year average return8.63%
Number of years up6
Number of years down2
Best 1-yr total return (14 May 2024)22.63%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return22.63%
Worst 3-yr total return2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGWAXCategory
YTD2.65%11.35%
1-month-4.35%0.99%
3-month2.45%5.92%
1-year14.20%32.83%
3-year2.18%11.75%
5-year7.17%11.53%
10-year0.00%8.98%
Last bull market21.88%17.67%
Last bear market-14.88%-15.71%

Annual total return (%) history

Year
LGWAXCategory
2024
N/AN/A
2023
18.08%N/A
2022
-18.06%N/A
2021
16.17%N/A
2020
14.23%13.51%
2019
22.63%21.35%
2018
-8.56%-7.93%
2017
16.44%15.80%
2016
6.69%7.93%
2015
N/A-2.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.31%N/AN/AN/A
20235.41%5.95%-3.94%10.06%
2022-5.75%-14.88%-4.24%6.67%
20213.87%6.62%-1.14%6.11%
2020-17.02%15.75%6.57%11.60%
201911.31%3.06%0.56%6.31%
2018-0.75%0.92%3.82%-12.07%
20174.84%2.73%3.28%4.68%
2016-0.10%1.42%3.70%1.54%
20152.49%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month92
3-month55
1-year24
3-year52
5-year49

Load adjusted returns

1-year8.49%
3-year0.45%
5-year6.07%
10-yearN/A