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Ladenburg Income A (LNCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.460.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.77%
5-year average return1.31%
Number of years up6
Number of years down2
Best 1-yr total return (23 June 2024)11.48%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return11.48%
Worst 3-yr total return-1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLNCAXCategory
YTD0.80%3.28%
1-month2.46%0.61%
3-month0.59%3.02%
1-year5.82%11.74%
3-year-1.05%6.56%
5-year1.81%5.38%
10-year0.00%4.87%
Last bull market12.61%8.64%
Last bear market-7.63%-5.09%

Annual total return (%) history

Year
LNCAXCategory
2024
N/AN/A
2023
8.26%N/A
2022
-12.74%N/A
2021
2.91%N/A
2020
5.61%7.29%
2019
11.48%11.20%
2018
-3.84%-3.14%
2017
6.70%6.25%
2016
4.90%5.55%
2015
N/A-2.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.83%N/AN/AN/A
20233.51%1.35%-4.27%7.79%
2022-5.12%-7.63%-3.74%3.44%
2021-0.76%2.70%-0.26%1.22%
2020-6.84%6.75%2.34%3.77%
20195.28%2.55%0.98%2.25%
2018-1.17%-0.24%1.35%-3.76%
20172.24%1.41%1.52%1.37%
20162.04%2.00%1.47%-0.68%
2015-0.51%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month12
3-month87
1-year79
3-year67
5-year84

Load adjusted returns

1-year0.53%
3-year-2.73%
5-year0.77%
10-yearN/A