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Ladenburg Growth & Income I (LOWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.12+0.02 (+0.14%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.30%
5-year average return6.05%
Number of years up6
Number of years down2
Best 1-yr total return (5 May 2024)19.69%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return19.69%
Worst 3-yr total return1.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOWIXCategory
YTD1.03%9.69%
1-month-4.03%0.91%
3-month0.81%5.21%
1-year10.13%27.06%
3-year1.27%11.00%
5-year5.54%10.26%
10-year0.00%8.34%
Last bull market18.68%15.58%
Last bear market-12.52%-12.16%

Annual total return (%) history

Year
LOWIXCategory
2024
N/AN/A
2023
15.18%N/A
2022
-16.11%N/A
2021
12.53%N/A
2020
11.57%11.72%
2019
19.69%19.23%
2018
-7.27%-5.76%
2017
14.28%13.21%
2016
5.15%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.27%N/AN/AN/A
20234.75%4.59%-3.99%9.51%
2022-5.47%-12.52%-3.95%5.62%
20212.25%5.49%-0.61%4.96%
2020-13.73%12.45%5.69%8.81%
20199.56%3.01%0.80%5.21%
2018-0.69%0.33%3.15%-9.77%
20174.32%2.37%2.94%3.94%
20160.50%0.90%2.99%0.68%
20151.64%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month92
3-month82
1-year50
3-year62
5-year69

Load adjusted returns

1-year10.13%
3-year1.27%
5-year5.54%
10-yearN/A