LGWIX vs. LAGIX
LGWIX (Ladenburg Growth Fund) and LAGIX (Ladenburg Aggressive Growth Fund) are both Diversified Portfolio funds from Ladenburg Thalmann. Over the past 10 years, LGWIX returned 8.77%/yr vs 10.05%/yr for LAGIX. With a 0.99 correlation, they move nearly in lockstep. LGWIX charges 0.79%/yr vs 0.85%/yr for LAGIX.
Performance
LGWIX vs. LAGIX - Performance Comparison
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Returns By Period
In the year-to-date period, LGWIX achieves a 9.47% return, which is significantly lower than LAGIX's 10.71% return. Over the past 10 years, LGWIX has underperformed LAGIX with an annualized return of 8.77%, while LAGIX has yielded a comparatively higher 10.05% annualized return.
LGWIX
- 1D
- 0.00%
- 1M
- 1.36%
- YTD
- 9.47%
- 6M
- 8.39%
- 1Y
- 20.49%
- 3Y*
- 11.48%
- 5Y*
- 5.68%
- 10Y*
- 8.77%
LAGIX
- 1D
- 0.00%
- 1M
- 1.54%
- YTD
- 10.71%
- 6M
- 9.46%
- 1Y
- 21.92%
- 3Y*
- 12.96%
- 5Y*
- 6.32%
- 10Y*
- 10.05%
LGWIX vs. LAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGWIX Ladenburg Growth Fund | 9.47% | 11.60% | 4.69% | 18.29% | -17.86% | 16.38% | 14.43% | 22.94% | -8.35% | 15.45% |
LAGIX Ladenburg Aggressive Growth Fund | 10.71% | 11.14% | 7.54% | 19.26% | -18.90% | 17.65% | 17.60% | 25.43% | -9.44% | 17.74% |
Correlation
The correlation between LGWIX and LAGIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2015 | 0.99 |
The correlation between LGWIX and LAGIX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
LGWIX vs. LAGIX — Risk / Return Rank
LGWIX
LAGIX
LGWIX vs. LAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth Fund (LGWIX) and Ladenburg Aggressive Growth Fund (LAGIX). 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 | LAGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.36 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 3.04 | +0.06 |
| Martin ratioReturn relative to average drawdown | 13.15 | 12.77 | +0.38 |
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Drawdowns
LGWIX vs. LAGIX - Drawdown Comparison
The maximum LGWIX drawdown since its inception was -26.93%, smaller than the maximum LAGIX drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for LGWIX and LAGIX.
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Drawdown Indicators
| LGWIX | LAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.93% | -31.30% | +4.37% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -7.56% | +0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -24.79% | -24.79% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -25.75% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -26.93% | -31.30% | +4.37% |
Current DrawdownCurrent decline from peak | -0.57% | -0.64% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -5.66% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.80% | -0.17% |
Volatility
LGWIX vs. LAGIX - Volatility Comparison
The current volatility for Ladenburg Growth Fund (LGWIX) is 3.56%, while Ladenburg Aggressive Growth Fund (LAGIX) has a volatility of 4.01%. This indicates that LGWIX experiences smaller price fluctuations and is considered to be less risky than LAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGWIX | LAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 4.01% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 8.94% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.42% | 11.61% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 16.17% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.77% | 16.54% | -1.77% |
LGWIX vs. LAGIX - Expense Ratio Comparison
LGWIX has a 0.79% expense ratio, which is lower than LAGIX's 0.85% expense ratio.
Dividends
LGWIX vs. LAGIX - Dividend Comparison
LGWIX's dividend yield for the trailing twelve months is around 4.18%, less than LAGIX's 4.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 4.64% | 5.14% | 0.00% | 2.85% | 0.58% | 1.18% | 1.64% | 3.18% | 1.23% | 0.55% |
LGWIX Ladenburg Growth Fund | 4.18% | 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, LGWIX and LAGIX 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 (4.01%) compared to LGWIX (3.56%). In terms of maximum drawdown, LGWIX dropped -26.93% vs LAGIX's -31.30%.
LGWIX currently has the higher Sharpe Ratio (2.06 vs 1.99), 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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