LOWIX vs. IIPR
Compare and contrast key facts about Ladenburg Growth & Income Fund (LOWIX) and Innovative Industrial Properties, Inc. (IIPR).
LOWIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOWIX or IIPR.
Correlation
The correlation between LOWIX and IIPR is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LOWIX vs. IIPR - Performance Comparison
Key characteristics
LOWIX:
0.37
IIPR:
-0.33
LOWIX:
0.49
IIPR:
-0.18
LOWIX:
1.09
IIPR:
0.97
LOWIX:
0.36
IIPR:
-0.18
LOWIX:
1.14
IIPR:
-0.65
LOWIX:
3.70%
IIPR:
19.64%
LOWIX:
11.45%
IIPR:
38.89%
LOWIX:
-23.37%
IIPR:
-75.43%
LOWIX:
-9.45%
IIPR:
-67.38%
Returns By Period
In the year-to-date period, LOWIX achieves a 1.64% return, which is significantly lower than IIPR's 10.85% return.
LOWIX
1.64%
2.51%
-2.72%
5.43%
3.42%
N/A
IIPR
10.85%
13.59%
-33.85%
-10.10%
0.07%
N/A
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Risk-Adjusted Performance
LOWIX vs. IIPR — Risk-Adjusted Performance Rank
LOWIX
IIPR
LOWIX vs. IIPR - Risk-Adjusted Performance Comparison
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.
Dividends
LOWIX vs. IIPR - Dividend Comparison
LOWIX's dividend yield for the trailing twelve months is around 1.72%, less than IIPR's 10.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
LOWIX Ladenburg Growth & Income Fund | 1.72% | 1.75% | 1.52% | 1.34% | 0.82% | 0.78% | 1.90% | 0.85% | 2.01% |
IIPR Innovative Industrial Properties, Inc. | 10.18% | 11.28% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% |
Drawdowns
LOWIX vs. IIPR - Drawdown Comparison
The maximum LOWIX drawdown since its inception was -23.37%, smaller than the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for LOWIX and IIPR. For additional features, visit the drawdowns tool.
Volatility
LOWIX vs. IIPR - Volatility Comparison
The current volatility for Ladenburg Growth & Income Fund (LOWIX) is 2.27%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 12.61%. 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.