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Ladenburg Income & Growth I (LNOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.57-0.01 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.52%
5-year average return4.46%
Number of years up6
Number of years down2
Best 1-yr total return (14 May 2024)15.32%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return15.32%
Worst 3-yr total return0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLNOIXCategory
YTD-0.18%5.91%
1-month-3.67%0.61%
3-month-0.24%4.02%
1-year6.29%18.59%
3-year-0.03%8.56%
5-year3.46%7.44%
10-year0.00%6.20%
Last bull market15.67%11.89%
Last bear market-10.08%-8.23%

Annual total return (%) history

Year
LNOIXCategory
2024
N/AN/A
2023
11.87%N/A
2022
-14.51%N/A
2021
8.42%N/A
2020
8.20%8.86%
2019
15.32%14.81%
2018
-5.04%-5.04%
2017
10.33%9.86%
2016
4.97%6.62%
2015
N/A-2.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
20234.18%3.00%-4.04%8.64%
2022-5.41%-10.08%-3.84%4.53%
20211.02%4.05%-0.20%3.36%
2020-10.87%9.63%4.16%6.31%
20197.18%2.78%0.87%3.77%
2018-0.85%0.09%2.26%-6.42%
20173.30%1.94%2.21%2.51%
20160.61%2.02%2.17%0.10%
20151.13%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month96
3-month73
1-year49
3-year44
5-year65

Load adjusted returns

1-year6.29%
3-year-0.03%
5-year3.46%
10-yearN/A