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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
Ladenburg Growth A (LGWAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.00
+0.01
(+0.06%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
6
Number of years down
2
Best 1-yr total return (19 May 2024)
22.63%
Worst 1-yr total return (19 May 2024)
N/A
Risk statistics
3 years
LGWAX
Category average
5 years
LGWAX
Category average
10 years
LGWAX
Category average
Alpha
2.34
-0.02
1.34
-0.02
N/A
-0.01
BETA
1.2
0.01
1.22
0.01
N/A
0.01
Mean annual return
0.28
0.01
0.68
0.01
N/A
0.01
R-squared
91.55
0.94
94.45
0.93
N/A
0.93
Standard deviation
15.63
0.16
15.62
0.13
N/A
0.12
Sharpe ratio
0.02
0.01
0.38
0.01
N/A
0.01
Treynor ratio
-0.78
0.08
4.08
0.08
N/A
0.06
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