LAGIX vs. LGWIX
LAGIX (Ladenburg Aggressive Growth Fund) and LGWIX (Ladenburg Growth Fund) are both Diversified Portfolio funds from Ladenburg Thalmann. Over the past 10 years, LAGIX returned 9.25%/yr vs 8.15%/yr for LGWIX. Their 0.99 correlation means they have historically moved very closely together. LAGIX charges 0.85%/yr vs 0.79%/yr for LGWIX.
Performance
LAGIX vs. LGWIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LAGIX achieves a 10.61% return, which is significantly higher than LGWIX's 9.30% return. Over the past 10 years, LAGIX has outperformed LGWIX with an annualized return of 9.25%, while LGWIX has yielded a comparatively lower 8.15% annualized return.
LAGIX
- 1D
- 1.50%
- 1M
- -0.32%
- 6M
- 7.97%
- YTD
- 10.61%
- 1Y
- 19.20%
- 3Y*
- 10.77%
- 5Y*
- 5.96%
- 10Y*
- 9.25%
- ALL TIME*
- 8.94%
LGWIX
- 1D
- 1.31%
- 1M
- -0.31%
- 6M
- 6.87%
- YTD
- 9.30%
- 1Y
- 17.64%
- 3Y*
- 9.47%
- 5Y*
- 5.28%
- 10Y*
- 8.15%
- ALL TIME*
- 7.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LAGIX vs. LGWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 10.61% | 11.14% | 7.54% | 19.26% | -18.90% | 17.65% | 17.60% | 25.43% | -9.44% | 17.74% |
LGWIX Ladenburg Growth Fund | 9.30% | 11.60% | 4.69% | 18.29% | -17.86% | 16.38% | 14.43% | 22.94% | -8.35% | 15.45% |
Correlation
The correlation between LAGIX and LGWIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2015 | 0.99 |
The correlation between LAGIX and LGWIX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LAGIX vs. LGWIX — Risk / Return Rank
LAGIX
LGWIX
LAGIX vs. LGWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Aggressive Growth Fund (LAGIX) and Ladenburg Growth Fund (LGWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LAGIX | LGWIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.28 | -0.04 |
| Martin ratioReturn relative to average drawdown | 9.32 | 9.56 | -0.23 |
Loading charts...
Drawdowns
LAGIX vs. LGWIX - Drawdown Comparison
The maximum LAGIX drawdown since its inception was -31.30%, which is greater than LGWIX's maximum drawdown of -26.93%. Use the drawdown chart below to compare losses from any high point for LAGIX and LGWIX.
Loading charts...
Drawdown Indicators
| LAGIX | LGWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.30% | -26.93% | -4.37% |
Max Drawdown (1Y)Largest decline over 1 year | -7.56% | -6.92% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -24.79% | -24.79% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -24.79% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -31.30% | -26.93% | -4.37% |
Current DrawdownCurrent decline from peak | -1.14% | -1.08% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -5.32% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.65% | +0.18% |
Volatility
LAGIX vs. LGWIX - Volatility Comparison
Ladenburg Aggressive Growth Fund (LAGIX) has a higher volatility of 3.12% compared to Ladenburg Growth Fund (LGWIX) at 2.80%. This indicates that LAGIX's price experiences larger fluctuations and is considered to be riskier than LGWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LAGIX | LGWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 2.80% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 8.21% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.85% | 10.62% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 15.13% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 14.70% | +1.72% |
LAGIX vs. LGWIX - Expense Ratio Comparison
LAGIX has a 0.85% expense ratio, which is higher than LGWIX's 0.79% expense ratio.
Dividends
LAGIX vs. LGWIX - Dividend Comparison
LAGIX's dividend yield for the trailing twelve months is around 4.65%, more than LGWIX's 4.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 4.65% | 5.14% | 0.00% | 2.85% | 0.58% | 1.18% | 1.64% | 3.18% | 1.23% | 0.55% |
LGWIX Ladenburg Growth Fund | 4.19% | 4.58% | 0.00% | 3.43% | 1.00% | 2.45% | 0.64% | 1.61% | 1.34% | 0.99% |
Frequently Asked Questions
With a correlation of 1.00, LAGIX and LGWIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LAGIX has higher volatility (3.12%) compared to LGWIX (2.80%). In terms of maximum drawdown, LAGIX dropped -31.30% vs LGWIX's -26.93%.
LGWIX currently has the higher Sharpe Ratio (1.49 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for LAGIX and LGWIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer