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Ladenburg Growth I (LGWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.10-0.04 (-0.23%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.37%
5-year average return8.40%
Number of years up6
Number of years down2
Best 1-yr total return (19 Jun 2024)22.94%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return22.94%
Worst 3-yr total return3.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGWIXCategory
YTD6.40%11.35%
1-month3.64%0.99%
3-month2.19%5.92%
1-year19.36%32.83%
3-year3.53%11.75%
5-year9.17%11.53%
10-year0.00%8.98%
Last bull market21.93%17.67%
Last bear market-14.81%-15.71%

Annual total return (%) history

Year
LGWIXCategory
2024
N/AN/A
2023
18.28%N/A
2022
-17.87%N/A
2021
16.35%N/A
2020
14.43%13.51%
2019
22.94%21.35%
2018
-8.33%-7.93%
2017
16.77%15.80%
2016
6.48%7.93%
2015
N/A-2.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.35%N/AN/AN/A
20235.43%5.98%-3.83%10.06%
2022-5.72%-14.81%-4.26%6.80%
20213.88%6.64%-1.03%6.13%
2020-16.97%15.77%6.73%11.54%
201911.42%3.14%0.56%6.38%
2018-0.67%1.01%3.82%-12.00%
20174.95%2.71%3.37%4.80%
2016-0.10%1.42%3.80%1.25%
20152.49%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month48
3-month81
1-year29
3-year34
5-year36

Load adjusted returns

1-year19.36%
3-year3.53%
5-year9.17%
10-yearN/A