LNOIX vs. FSRKX
LNOIX (Ladenburg Income & Growth Fund) and FSRKX (Fidelity Strategic Real Return Fund Class K6) are both Diversified Portfolio funds. Over the past 5 years, LNOIX returned 2.58%/yr vs 5.72%/yr for FSRKX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. LNOIX charges 0.85%/yr vs 0.51%/yr for FSRKX.
Performance
LNOIX vs. FSRKX - Performance Comparison
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Returns By Period
In the year-to-date period, LNOIX achieves a 4.80% return, which is significantly lower than FSRKX's 6.99% return.
LNOIX
- 1D
- 0.74%
- 1M
- -0.60%
- 6M
- 3.28%
- YTD
- 4.80%
- 1Y
- 10.61%
- 3Y*
- 6.08%
- 5Y*
- 2.58%
- 10Y*
- 4.61%
- ALL TIME*
- 4.87%
FSRKX
- 1D
- 0.00%
- 1M
- 0.64%
- 6M
- 3.39%
- YTD
- 6.99%
- 1Y
- 13.35%
- 3Y*
- 8.30%
- 5Y*
- 5.72%
- 10Y*
- —
- ALL TIME*
- 6.77%
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 |
LNOIX vs. FSRKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LNOIX Ladenburg Income & Growth Fund | 4.80% | 9.40% | 1.50% | 11.87% | -14.51% | 8.43% | 8.21% | 4.14% |
FSRKX Fidelity Strategic Real Return Fund Class K6 | 6.99% | 10.59% | 6.00% | 4.81% | -3.13% | 16.06% | 3.94% | 1.66% |
Correlation
The correlation between LNOIX and FSRKX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2019 | 0.63 |
Over the past year, the correlation between LNOIX and FSRKX has dropped to 0.38 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
LNOIX vs. FSRKX — Risk / Return Rank
LNOIX
FSRKX
LNOIX vs. FSRKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Income & Growth Fund (LNOIX) and Fidelity Strategic Real Return Fund Class K6 (FSRKX). 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.
| LNOIX | FSRKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.50 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 3.55 | -1.56 |
| Martin ratioReturn relative to average drawdown | 8.26 | 11.71 | -3.45 |
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Drawdowns
LNOIX vs. FSRKX - Drawdown Comparison
The maximum LNOIX drawdown since its inception was -19.03%, roughly equal to the maximum FSRKX drawdown of -19.93%. Use the drawdown chart below to compare losses from any high point for LNOIX and FSRKX.
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Drawdown Indicators
| LNOIX | FSRKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.03% | -19.93% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -5.04% | -3.60% | -1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -16.50% | -5.84% | -10.66% |
Max Drawdown (5Y)Largest decline over 5 years | -19.03% | -12.74% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -19.03% | — | — |
Current DrawdownCurrent decline from peak | -1.04% | -2.37% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -3.19% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 1.11% | +0.10% |
Volatility
LNOIX vs. FSRKX - Volatility Comparison
Ladenburg Income & Growth Fund (LNOIX) and Fidelity Strategic Real Return Fund Class K6 (FSRKX) have volatilities of 1.79% and 1.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LNOIX | FSRKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 1.83% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 5.51% | 3.90% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.89% | 5.06% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.55% | 6.94% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.95% | 7.75% | +1.20% |
LNOIX vs. FSRKX - Expense Ratio Comparison
LNOIX has a 0.85% expense ratio, which is higher than FSRKX's 0.51% expense ratio.
Dividends
LNOIX vs. FSRKX - Dividend Comparison
LNOIX's dividend yield for the trailing twelve months is around 3.61%, more than FSRKX's 3.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FSRKX Fidelity Strategic Real Return Fund Class K6 | 3.29% | 4.83% | 4.98% | 5.38% | 7.38% | 5.43% | 2.31% | 1.16% | 0.00% | 0.00% |
LNOIX Ladenburg Income & Growth Fund | 3.61% | 3.65% | 1.65% | 1.80% | 2.60% | 1.76% | 1.06% | 1.91% | 1.67% | 1.94% |
Frequently Asked Questions
LNOIX and FSRKX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSRKX has higher volatility (1.83%) compared to LNOIX (1.79%). In terms of maximum drawdown, LNOIX dropped -19.03% vs FSRKX's -19.93%.
FSRKX currently has the higher Sharpe Ratio (2.56 vs 1.46), 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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