LGWIX vs. EKBAX
LGWIX (Ladenburg Growth Fund) and EKBAX (Allspring Diversified Capital Builder Fund) are both Diversified Portfolio funds. Over the past 10 years, LGWIX returned 8.15%/yr vs 15.35%/yr for EKBAX. Their correlation of 0.89 means they have usually moved in the same direction. LGWIX charges 0.79%/yr vs 1.10%/yr for EKBAX.
Performance
LGWIX vs. EKBAX - Performance Comparison
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Returns By Period
In the year-to-date period, LGWIX achieves a 9.30% return, which is significantly lower than EKBAX's 29.12% return. Over the past 10 years, LGWIX has underperformed EKBAX with an annualized return of 8.15%, while EKBAX has yielded a comparatively higher 15.35% annualized return.
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%
EKBAX
- 1D
- 3.94%
- 1M
- -2.06%
- 6M
- 19.20%
- YTD
- 29.12%
- 1Y
- 45.51%
- 3Y*
- 26.57%
- 5Y*
- 17.14%
- 10Y*
- 15.35%
- ALL TIME*
- 8.45%
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 |
LGWIX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGWIX Ladenburg Growth Fund | 9.30% | 11.60% | 4.69% | 18.29% | -17.86% | 16.38% | 14.43% | 22.94% | -8.35% | 15.45% |
EKBAX Allspring Diversified Capital Builder Fund | 29.12% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Correlation
The correlation between LGWIX and EKBAX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2015 | 0.89 |
The correlation between LGWIX and EKBAX has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
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Return for Risk
LGWIX vs. EKBAX — Risk / Return Rank
LGWIX
EKBAX
LGWIX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth Fund (LGWIX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
| LGWIX | EKBAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.36 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 4.09 | -1.81 |
| Martin ratioReturn relative to average drawdown | 9.56 | 16.56 | -7.01 |
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Drawdowns
LGWIX vs. EKBAX - Drawdown Comparison
The maximum LGWIX drawdown since its inception was -26.93%, smaller than the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for LGWIX and EKBAX.
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Drawdown Indicators
| LGWIX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.93% | -55.64% | +28.71% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -10.21% | +3.29% |
Max Drawdown (3Y)Largest decline over 3 years | -24.79% | -23.55% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -24.84% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -26.93% | -32.33% | +5.40% |
Current DrawdownCurrent decline from peak | -1.08% | -6.67% | +5.59% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -7.96% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 2.53% | -0.88% |
Volatility
LGWIX vs. EKBAX - Volatility Comparison
The current volatility for Ladenburg Growth Fund (LGWIX) is 2.80%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 7.70%. This indicates that LGWIX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGWIX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 7.70% | -4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 16.75% | -8.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.62% | 20.11% | -9.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 18.89% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.70% | 17.93% | -3.23% |
LGWIX vs. EKBAX - Expense Ratio Comparison
LGWIX has a 0.79% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Dividends
LGWIX vs. EKBAX - Dividend Comparison
LGWIX's dividend yield for the trailing twelve months is around 4.19%, less than EKBAX's 7.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 7.41% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
LGWIX Ladenburg Growth Fund | 4.19% | 4.58% | 0.00% | 3.43% | 1.00% | 2.45% | 0.64% | 1.61% | 1.34% | 0.99% | 0.00% | 0.00% |
Frequently Asked Questions
LGWIX and EKBAX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EKBAX has higher volatility (7.70%) compared to LGWIX (2.80%). In terms of maximum drawdown, LGWIX dropped -26.93% vs EKBAX's -55.64%.
EKBAX currently has the higher Sharpe Ratio (2.08 vs 1.49), 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.
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