LNOIX vs. LNCIX
LNOIX (Ladenburg Income & Growth Fund) and LNCIX (Ladenburg Income Fund) are both Diversified Portfolio funds from Ladenburg Thalmann. Over the past 10 years, LNOIX returned 4.61%/yr vs 3.19%/yr for LNCIX. Their correlation of 0.92 means they have usually moved in the same direction. Both charge a 0.85% expense ratio.
Performance
LNOIX vs. LNCIX - Performance Comparison
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Returns By Period
In the year-to-date period, LNOIX achieves a 4.80% return, which is significantly higher than LNCIX's 2.59% return. Over the past 10 years, LNOIX has outperformed LNCIX with an annualized return of 4.61%, while LNCIX has yielded a comparatively lower 3.19% annualized 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%
LNCIX
- 1D
- 0.40%
- 1M
- -0.68%
- 6M
- 1.57%
- YTD
- 2.59%
- 1Y
- 7.21%
- 3Y*
- 6.18%
- 5Y*
- 2.10%
- 10Y*
- 3.19%
- ALL TIME*
- 3.21%
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. LNCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LNOIX Ladenburg Income & Growth Fund | 4.80% | 9.40% | 1.50% | 11.87% | -14.51% | 8.43% | 8.21% | 15.32% | -5.05% | 9.48% |
LNCIX Ladenburg Income Fund | 2.59% | 8.91% | 4.47% | 8.46% | -12.62% | 3.11% | 5.76% | 11.70% | -3.64% | 6.07% |
Correlation
The correlation between LNOIX and LNCIX is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.92 |
The correlation between LNOIX and LNCIX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
LNOIX vs. LNCIX — Risk / Return Rank
LNOIX
LNCIX
LNOIX vs. LNCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Income & Growth Fund (LNOIX) and Ladenburg Income Fund (LNCIX). 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 | LNCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.81 | +0.19 |
| Martin ratioReturn relative to average drawdown | 8.26 | 7.44 | +0.82 |
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Drawdowns
LNOIX vs. LNCIX - Drawdown Comparison
The maximum LNOIX drawdown since its inception was -19.03%, which is greater than LNCIX's maximum drawdown of -16.72%. Use the drawdown chart below to compare losses from any high point for LNOIX and LNCIX.
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Drawdown Indicators
| LNOIX | LNCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.03% | -16.72% | -2.31% |
Max Drawdown (1Y)Largest decline over 1 year | -5.04% | -4.01% | -1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -16.50% | -8.69% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.03% | -16.72% | -2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -19.03% | -16.72% | -2.31% |
Current DrawdownCurrent decline from peak | -1.04% | -1.03% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -3.44% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 0.97% | +0.24% |
Volatility
LNOIX vs. LNCIX - Volatility Comparison
Ladenburg Income & Growth Fund (LNOIX) has a higher volatility of 1.79% compared to Ladenburg Income Fund (LNCIX) at 1.35%. This indicates that LNOIX's price experiences larger fluctuations and is considered to be riskier than LNCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LNOIX | LNCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 1.35% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 5.51% | 4.26% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.89% | 5.18% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.55% | 6.89% | +2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.95% | 6.20% | +2.75% |
LNOIX vs. LNCIX - Expense Ratio Comparison
Both LNOIX and LNCIX have an expense ratio of 0.85%.
Dividends
LNOIX vs. LNCIX - Dividend Comparison
LNOIX's dividend yield for the trailing twelve months is around 3.61%, more than LNCIX's 3.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LNCIX Ladenburg Income Fund | 3.47% | 3.45% | 2.17% | 2.29% | 2.02% | 6.02% | 1.22% | 2.25% | 1.80% | 1.49% |
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
With a correlation of 0.95, LNOIX and LNCIX 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.
LNOIX has higher volatility (1.79%) compared to LNCIX (1.35%). In terms of maximum drawdown, LNOIX dropped -19.03% vs LNCIX's -16.72%.
LNOIX currently has the higher Sharpe Ratio (1.46 vs 1.40), 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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