LNCIX vs. LOWIX
LNCIX (Ladenburg Income Fund) and LOWIX (Ladenburg Growth & Income Fund) are both Diversified Portfolio funds from Ladenburg Thalmann. Over the past 10 years, LNCIX returned 3.48%/yr vs 7.07%/yr for LOWIX. Their correlation of 0.86 suggests significant overlap in exposure. LNCIX charges 0.85%/yr vs 0.76%/yr for LOWIX.
Performance
LNCIX vs. LOWIX - 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 LOWIX's 7.82% return. Over the past 10 years, LNCIX has underperformed LOWIX with an annualized return of 3.48%, while LOWIX has yielded a comparatively higher 7.07% 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%
LOWIX
- 1D
- -0.06%
- 1M
- 1.19%
- YTD
- 7.82%
- 6M
- 6.90%
- 1Y
- 17.34%
- 3Y*
- 9.71%
- 5Y*
- 4.66%
- 10Y*
- 7.07%
LNCIX vs. LOWIX - 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% |
LOWIX Ladenburg Growth & Income Fund | 7.82% | 10.67% | 3.52% | 15.19% | -16.11% | 12.55% | 11.57% | 19.69% | -7.27% | 13.21% |
Correlation
The correlation between LNCIX and LOWIX is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.86 |
The correlation between LNCIX and LOWIX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
LNCIX vs. LOWIX — Risk / Return Rank
LNCIX
LOWIX
LNCIX vs. LOWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Income Fund (LNCIX) 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.
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 | LOWIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 3.02 | -0.54 |
| Martin ratioReturn relative to average drawdown | 10.44 | 12.86 | -2.42 |
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Drawdowns
LNCIX vs. LOWIX - Drawdown Comparison
The maximum LNCIX drawdown since its inception was -16.72%, smaller than the maximum LOWIX drawdown of -23.37%. Use the drawdown chart below to compare losses from any high point for LNCIX and LOWIX.
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Drawdown Indicators
| LNCIX | LOWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.72% | -23.37% | +6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -4.01% | -6.03% | +2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -8.69% | -20.06% | +11.37% |
Max Drawdown (5Y)Largest decline over 5 years | -16.72% | -21.44% | +4.72% |
Max Drawdown (10Y)Largest decline over 10 years | -16.72% | -23.37% | +6.65% |
Current DrawdownCurrent decline from peak | -0.36% | -0.49% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -4.57% | +1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.41% | -0.46% |
Volatility
LNCIX vs. LOWIX - Volatility Comparison
The current volatility for Ladenburg Income Fund (LNCIX) is 1.94%, while Ladenburg Growth & Income Fund (LOWIX) has a volatility of 3.16%. This indicates that LNCIX experiences smaller price fluctuations and is considered to be less risky 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
| LNCIX | LOWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 3.16% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 4.21% | 6.98% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.16% | 8.84% | -3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.87% | 12.09% | -5.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.70% | 11.93% | -5.23% |
LNCIX vs. LOWIX - Expense Ratio Comparison
LNCIX has a 0.85% expense ratio, which is higher than LOWIX's 0.76% expense ratio.
Dividends
LNCIX vs. LOWIX - Dividend Comparison
LNCIX's dividend yield for the trailing twelve months is around 3.37%, which matches LOWIX's 3.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LNCIX Ladenburg Income Fund | 3.37% | 3.45% | 2.17% | 2.29% | 2.02% | 6.02% | 1.22% | 2.25% | 1.80% | 1.49% |
LOWIX Ladenburg Growth & Income Fund | 3.34% | 3.56% | 1.05% | 3.39% | 2.35% | 3.14% | 0.78% | 1.88% | 1.52% | 1.54% |
Frequently Asked Questions
With a correlation of 0.91, LNCIX and LOWIX 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.
LOWIX has higher volatility (3.16%) compared to LNCIX (1.94%). In terms of maximum drawdown, LNCIX dropped -16.72% vs LOWIX's -23.37%.
LOWIX currently has the higher Sharpe Ratio (2.06 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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