LOWIX vs. FFNOX

In the year-to-date period, LOWIX achieves a 0.13% return, which is significantly lower than FFNOX's 5.39% return.

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LOWIX has a 0.76% expense ratio, which is higher than FFNOX's 0.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth & Income Fund (LOWIX) and Fidelity Multi-Asset Index Fund (FFNOX). 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.

The current LOWIX Sharpe Ratio is 0.70, which is comparable to the FFNOX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of LOWIX and FFNOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LOWIX's dividend yield for the trailing twelve months is around 9.17%, more than FFNOX's 6.22% yield.

The maximum LOWIX drawdown since its inception was -23.37%, smaller than the maximum FFNOX drawdown of -49.77%. Use the drawdown chart below to compare losses from any high point for LOWIX and FFNOX.

Ladenburg Growth & Income Fund (LOWIX) and Fidelity Multi-Asset Index Fund (FFNOX) have volatilities of 3.21% and 3.17%, 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.