LOWIX vs. IIPR

In the year-to-date period, LOWIX achieves a 0.13% return, which is significantly higher than IIPR's -14.59% return.

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This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth & Income Fund (LOWIX) and Innovative Industrial Properties, Inc. (IIPR). 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 higher than the IIPR Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of LOWIX and IIPR, 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 9.18%, less than IIPR's 13.76% yield.

The maximum LOWIX drawdown since its inception was -23.37%, smaller than the maximum IIPR drawdown of -78.14%. Use the drawdown chart below to compare losses from any high point for LOWIX and IIPR.

The current volatility for Ladenburg Growth & Income Fund (LOWIX) is 3.21%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 8.48%. This indicates that LOWIX experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.