LGWIX vs. LNOIX
Compare and contrast key facts about Ladenburg Growth Fund (LGWIX) and Ladenburg Income & Growth Fund (LNOIX).
LGWIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015. LNOIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015.
Performance
LGWIX vs. LNOIX - Performance Comparison
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LGWIX vs. LNOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGWIX Ladenburg Growth Fund | -3.17% | 11.60% | 4.69% | 18.29% | -17.86% | 16.38% | 14.43% | 22.94% | -8.35% | 15.45% |
LNOIX Ladenburg Income & Growth Fund | -2.00% | 9.40% | 1.50% | 11.87% | -14.51% | 8.43% | 8.21% | 15.32% | -5.05% | 9.48% |
Returns By Period
In the year-to-date period, LGWIX achieves a -3.17% return, which is significantly lower than LNOIX's -2.00% return. Over the past 10 years, LGWIX has outperformed LNOIX with an annualized return of 7.31%, while LNOIX has yielded a comparatively lower 4.30% annualized return.
LGWIX
- 1D
- -0.35%
- 1M
- -6.51%
- YTD
- -3.17%
- 6M
- -1.48%
- 1Y
- 11.99%
- 3Y*
- 8.27%
- 5Y*
- 4.25%
- 10Y*
- 7.31%
LNOIX
- 1D
- 0.10%
- 1M
- -4.80%
- YTD
- -2.00%
- 6M
- -0.43%
- 1Y
- 8.10%
- 3Y*
- 5.33%
- 5Y*
- 2.24%
- 10Y*
- 4.30%
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LGWIX vs. LNOIX - Expense Ratio Comparison
LGWIX has a 0.79% expense ratio, which is lower than LNOIX's 0.85% expense ratio.
Return for Risk
LGWIX vs. LNOIX — Risk / Return Rank
LGWIX
LNOIX
LGWIX vs. LNOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth Fund (LGWIX) and Ladenburg Income & Growth Fund (LNOIX). 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.
| LGWIX | LNOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.01 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.46 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.29 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.98 | 5.41 | -0.43 |
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
| LGWIX | LNOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.01 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.24 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.48 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.49 | -0.03 |
Correlation
The correlation between LGWIX and LNOIX is 0.95, 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
LGWIX vs. LNOIX - Dividend Comparison
LGWIX's dividend yield for the trailing twelve months is around 4.73%, more than LNOIX's 3.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGWIX Ladenburg Growth Fund | 4.73% | 4.58% | 0.00% | 3.43% | 1.00% | 2.45% | 0.64% | 1.61% | 1.34% | 0.99% |
LNOIX Ladenburg Income & Growth Fund | 3.75% | 3.65% | 1.65% | 1.80% | 2.60% | 1.76% | 1.06% | 1.91% | 1.67% | 1.94% |
Drawdowns
LGWIX vs. LNOIX - Drawdown Comparison
The maximum LGWIX drawdown since its inception was -26.93%, which is greater than LNOIX's maximum drawdown of -19.03%. Use the drawdown chart below to compare losses from any high point for LGWIX and LNOIX.
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Drawdown Indicators
| LGWIX | LNOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.93% | -19.03% | -7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -10.44% | -6.16% | -4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -19.03% | -5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -26.93% | -19.03% | -7.90% |
Current DrawdownCurrent decline from peak | -6.92% | -4.95% | -1.97% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -4.10% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.46% | +0.75% |
Volatility
LGWIX vs. LNOIX - Volatility Comparison
Ladenburg Growth Fund (LGWIX) has a higher volatility of 3.70% compared to Ladenburg Income & Growth Fund (LNOIX) at 2.64%. This indicates that LGWIX's price experiences larger fluctuations and is considered to be riskier than LNOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGWIX | LNOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 2.64% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.66% | 4.81% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 8.41% | +6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.06% | 9.45% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.72% | 8.93% | +5.79% |