LAGIX vs. LOWIX
Compare and contrast key facts about Ladenburg Aggressive Growth Fund (LAGIX) and Ladenburg Growth & Income Fund (LOWIX).
LAGIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015. LOWIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015.
Performance
LAGIX vs. LOWIX - Performance Comparison
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LAGIX vs. LOWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | -3.37% | 11.14% | 7.54% | 19.26% | -18.90% | 17.65% | 17.60% | 25.43% | -9.44% | 17.74% |
LOWIX Ladenburg Growth & Income Fund | -2.58% | 10.67% | 3.52% | 15.19% | -16.11% | 12.55% | 11.57% | 19.69% | -7.27% | 13.21% |
Returns By Period
In the year-to-date period, LAGIX achieves a -3.37% return, which is significantly lower than LOWIX's -2.58% return. Over the past 10 years, LAGIX has outperformed LOWIX with an annualized return of 8.35%, while LOWIX has yielded a comparatively lower 5.91% annualized return.
LAGIX
- 1D
- -0.53%
- 1M
- -6.93%
- YTD
- -3.37%
- 6M
- -1.92%
- 1Y
- 12.30%
- 3Y*
- 9.27%
- 5Y*
- 4.70%
- 10Y*
- 8.35%
LOWIX
- 1D
- -0.18%
- 1M
- -5.78%
- YTD
- -2.58%
- 6M
- -0.99%
- 1Y
- 10.34%
- 3Y*
- 7.07%
- 5Y*
- 3.49%
- 10Y*
- 5.91%
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LAGIX vs. LOWIX - Expense Ratio Comparison
LAGIX has a 0.85% expense ratio, which is higher than LOWIX's 0.76% expense ratio.
Return for Risk
LAGIX vs. LOWIX — Risk / Return Rank
LAGIX
LOWIX
LAGIX vs. LOWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Aggressive Growth Fund (LAGIX) and Ladenburg Growth & Income Fund (LOWIX). 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.
| LAGIX | LOWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.95 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.40 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.17 | -0.20 |
Martin ratioReturn relative to average drawdown | 4.57 | 5.30 | -0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAGIX | LOWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.95 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.29 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.50 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.50 | -0.03 |
Correlation
The correlation between LAGIX and LOWIX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LAGIX vs. LOWIX - Dividend Comparison
LAGIX's dividend yield for the trailing twelve months is around 5.32%, more than LOWIX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 5.32% | 5.14% | 0.00% | 2.85% | 0.58% | 1.18% | 1.64% | 3.18% | 1.23% | 0.55% |
LOWIX Ladenburg Growth & Income Fund | 3.69% | 3.56% | 1.05% | 3.39% | 2.35% | 3.14% | 0.78% | 1.88% | 1.52% | 1.54% |
Drawdowns
LAGIX vs. LOWIX - Drawdown Comparison
The maximum LAGIX drawdown since its inception was -31.30%, which is greater than LOWIX's maximum drawdown of -23.37%. Use the drawdown chart below to compare losses from any high point for LAGIX and LOWIX.
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Drawdown Indicators
| LAGIX | LOWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.30% | -23.37% | -7.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -8.32% | -3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -21.44% | -4.31% |
Max Drawdown (10Y)Largest decline over 10 years | -31.30% | -23.37% | -7.93% |
Current DrawdownCurrent decline from peak | -7.56% | -6.03% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -4.66% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 1.84% | +0.59% |
Volatility
LAGIX vs. LOWIX - Volatility Comparison
Ladenburg Aggressive Growth Fund (LAGIX) has a higher volatility of 4.01% compared to Ladenburg Growth & Income Fund (LOWIX) at 3.28%. This indicates that LAGIX's price experiences larger fluctuations and is considered to be riskier than LOWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAGIX | LOWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.28% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 6.41% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.15% | 11.53% | +4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 12.00% | +4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 11.87% | +4.63% |