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Ladenburg Growth & Income A (LOWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.26-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.87%
5-year average return6.56%
Number of years up6
Number of years down2
Best 1-yr total return (19 May 2024)19.39%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return19.39%
Worst 3-yr total return1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOWAXCategory
YTD0.90%9.69%
1-month-4.07%0.91%
3-month0.75%5.21%
1-year9.77%27.06%
3-year1.03%11.00%
5-year5.29%10.26%
10-year0.00%8.34%
Last bull market18.59%15.58%
Last bear market-12.55%-12.16%

Annual total return (%) history

Year
LOWAXCategory
2024
N/AN/A
2023
14.93%N/A
2022
-16.32%N/A
2021
12.28%N/A
2020
11.35%11.72%
2019
19.39%19.23%
2018
-7.49%-5.76%
2017
14.01%13.21%
2016
5.25%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.18%N/AN/AN/A
20234.75%4.46%-4.06%9.48%
2022-5.58%-12.55%-4.02%5.58%
20212.14%5.49%-0.68%4.92%
2020-13.78%12.42%5.60%8.78%
20199.52%2.97%0.66%5.17%
2018-0.80%0.38%3.01%-9.81%
20174.29%2.31%2.85%3.88%
20160.50%0.90%2.89%0.87%
20151.64%N/AN/AN/A

Rank in category (by total return)

YTD79
1-month93
3-month83
1-year54
3-year68
5-year75

Load adjusted returns

1-year4.28%
3-year-0.68%
5-year4.21%
10-yearN/A