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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 & Income A (LOWAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.26
-0.01
(-0.07%)
As of 08:05AM EDT. Market open.
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)
19.39%
Worst 1-yr total return (19 May 2024)
N/A
Risk statistics
3 years
LOWAX
Category average
5 years
LOWAX
Category average
10 years
LOWAX
Category average
Alpha
0.58
-0.01
-0.07
-0.01
N/A
-0
BETA
1.03
0.01
1.02
0.01
N/A
0.01
Mean annual return
0.16
0.01
0.5
0.01
N/A
0.01
R-squared
94.48
0.93
96.11
0.92
N/A
0.92
Standard deviation
13.26
0.13
13.03
0.1
N/A
0.09
Sharpe ratio
-0.09
0.01
0.29
0.01
N/A
0.01
Treynor ratio
-2.02
0.09
3.01
0.09
N/A
0.07
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