LNCIX vs. LAGIX
LNCIX (Ladenburg Income Fund) and LAGIX (Ladenburg Aggressive Growth Fund) are both Diversified Portfolio funds from Ladenburg Thalmann. Over the past 10 years, LNCIX returned 3.48%/yr vs 10.05%/yr for LAGIX. A 0.80 correlation means they provide meaningful diversification when combined. Both charge a 0.85% expense ratio.
Performance
LNCIX vs. LAGIX - Performance Comparison
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Returns By Period
In the year-to-date period, LNCIX achieves a 3.04% return, which is significantly lower than LAGIX's 10.71% return. Over the past 10 years, LNCIX has underperformed LAGIX with an annualized return of 3.48%, while LAGIX has yielded a comparatively higher 10.05% annualized return.
LNCIX
- 1D
- -0.18%
- 1M
- 0.74%
- YTD
- 3.04%
- 6M
- 2.76%
- 1Y
- 9.35%
- 3Y*
- 6.80%
- 5Y*
- 2.42%
- 10Y*
- 3.48%
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%
LNCIX vs. LAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LNCIX Ladenburg Income Fund | 3.04% | 8.91% | 4.47% | 8.46% | -12.62% | 3.11% | 5.76% | 11.70% | -3.64% | 6.07% |
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 LNCIX and LAGIX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2015 | 0.80 |
The correlation between LNCIX and LAGIX shifts across timeframes, from 0.74 (3 years) to 0.86 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LNCIX vs. LAGIX — Risk / Return Rank
LNCIX
LAGIX
LNCIX vs. LAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Income Fund (LNCIX) 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.
| LNCIX | LAGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.36 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 3.04 | -0.57 |
| Martin ratioReturn relative to average drawdown | 10.44 | 12.77 | -2.33 |
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Drawdowns
LNCIX vs. LAGIX - Drawdown Comparison
The maximum LNCIX drawdown since its inception was -16.72%, smaller than the maximum LAGIX drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for LNCIX and LAGIX.
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Drawdown Indicators
| LNCIX | LAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.72% | -31.30% | +14.58% |
Max Drawdown (1Y)Largest decline over 1 year | -4.01% | -7.56% | +3.55% |
Max Drawdown (3Y)Largest decline over 3 years | -8.69% | -24.79% | +16.10% |
Max Drawdown (5Y)Largest decline over 5 years | -16.72% | -25.75% | +9.03% |
Max Drawdown (10Y)Largest decline over 10 years | -16.72% | -31.30% | +14.58% |
Current DrawdownCurrent decline from peak | -0.36% | -0.64% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -5.66% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.80% | -0.85% |
Volatility
LNCIX vs. LAGIX - Volatility Comparison
The current volatility for Ladenburg Income Fund (LNCIX) is 1.94%, while Ladenburg Aggressive Growth Fund (LAGIX) has a volatility of 4.01%. This indicates that LNCIX 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
| LNCIX | LAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 4.01% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 4.21% | 8.94% | -4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.16% | 11.61% | -6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.87% | 16.17% | -9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.70% | 16.54% | -9.84% |
LNCIX vs. LAGIX - Expense Ratio Comparison
Both LNCIX and LAGIX have an expense ratio of 0.85%.
Dividends
LNCIX vs. LAGIX - Dividend Comparison
LNCIX's dividend yield for the trailing twelve months is around 3.37%, 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% |
LNCIX Ladenburg Income Fund | 3.37% | 3.45% | 2.17% | 2.29% | 2.02% | 6.02% | 1.22% | 2.25% | 1.80% | 1.49% |
Frequently Asked Questions
LNCIX and LAGIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAGIX has higher volatility (4.01%) compared to LNCIX (1.94%). In terms of maximum drawdown, LNCIX dropped -16.72% vs LAGIX's -31.30%.
LAGIX currently has the higher Sharpe Ratio (1.99 vs 1.93), 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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