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Ladenburg Growth & Income A (LOWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.40-0.06 (-0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.42%
5-year average return6.35%
Number of years up6
Number of years down2
Best 1-yr total return (26 June 2024)19.39%
Worst 1-yr total return (26 June 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
YTD4.17%9.69%
1-month3.24%0.91%
3-month1.45%5.21%
1-year14.37%27.06%
3-year2.02%11.00%
5-year6.73%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)

YTD72
1-month46
3-month87
1-year58
3-year61
5-year73

Load adjusted returns

1-year8.65%
3-year0.29%
5-year5.64%
10-yearN/A