LOWIX vs. LAGIX
LOWIX (Ladenburg Growth & Income Fund) and LAGIX (Ladenburg Aggressive Growth Fund) are both Diversified Portfolio funds from Ladenburg Thalmann. Over the past 10 years, LOWIX returned 6.86%/yr vs 9.70%/yr for LAGIX. With a 0.98 correlation, they move nearly in lockstep. LOWIX charges 0.76%/yr vs 0.85%/yr for LAGIX.
Performance
LOWIX vs. LAGIX - Performance Comparison
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Returns By Period
In the year-to-date period, LOWIX achieves a 7.88% return, which is significantly lower than LAGIX's 10.71% return. Over the past 10 years, LOWIX has underperformed LAGIX with an annualized return of 6.86%, while LAGIX has yielded a comparatively higher 9.70% annualized return.
LOWIX
- 1D
- 0.69%
- 1M
- 1.25%
- YTD
- 7.88%
- 6M
- 7.11%
- 1Y
- 18.16%
- 3Y*
- 9.35%
- 5Y*
- 4.91%
- 10Y*
- 6.86%
LAGIX
- 1D
- 0.88%
- 1M
- 1.54%
- YTD
- 10.71%
- 6M
- 9.51%
- 1Y
- 22.91%
- 3Y*
- 12.34%
- 5Y*
- 6.70%
- 10Y*
- 9.70%
LOWIX vs. LAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOWIX Ladenburg Growth & Income Fund | 7.88% | 10.67% | 3.52% | 15.19% | -16.11% | 12.55% | 11.57% | 19.69% | -7.27% | 13.21% |
LAGIX Ladenburg Aggressive Growth Fund | 10.71% | 11.14% | 7.54% | 19.26% | -18.90% | 17.65% | 17.60% | 25.43% | -9.44% | 17.74% |
Correlation
The correlation between LOWIX and LAGIX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.98 |
The correlation between LOWIX and LAGIX has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
LOWIX vs. LAGIX — Risk / Return Rank
LOWIX
LAGIX
LOWIX vs. LAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth & Income Fund (LOWIX) and Ladenburg Aggressive Growth Fund (LAGIX). 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.
| LOWIX | LAGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.35 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 3.02 | -0.01 |
| Martin ratioReturn relative to average drawdown | 12.86 | 12.70 | +0.16 |
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Drawdowns
LOWIX vs. LAGIX - Drawdown Comparison
The maximum LOWIX drawdown since its inception was -23.37%, smaller than the maximum LAGIX drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for LOWIX and LAGIX.
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Drawdown Indicators
| LOWIX | LAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.37% | -31.30% | +7.93% |
Max Drawdown (1Y)Largest decline over 1 year | -6.03% | -7.56% | +1.53% |
Max Drawdown (3Y)Largest decline over 3 years | -20.06% | -24.79% | +4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -21.44% | -25.75% | +4.31% |
Max Drawdown (10Y)Largest decline over 10 years | -23.37% | -31.30% | +7.93% |
Current DrawdownCurrent decline from peak | -0.43% | -0.64% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -5.66% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.80% | -0.39% |
Volatility
LOWIX vs. LAGIX - Volatility Comparison
The current volatility for Ladenburg Growth & Income Fund (LOWIX) is 3.28%, while Ladenburg Aggressive Growth Fund (LAGIX) has a volatility of 4.16%. This indicates that LOWIX experiences smaller price fluctuations and is considered to be less risky than LAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOWIX | LAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 4.16% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 8.98% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.83% | 11.59% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.09% | 16.18% | -4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.93% | 16.54% | -4.61% |
LOWIX vs. LAGIX - Expense Ratio Comparison
LOWIX has a 0.76% expense ratio, which is lower than LAGIX's 0.85% expense ratio.
Dividends
LOWIX vs. LAGIX - Dividend Comparison
LOWIX's dividend yield for the trailing twelve months is around 3.34%, less than LAGIX's 4.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 4.64% | 5.14% | 0.00% | 2.85% | 0.58% | 1.18% | 1.64% | 3.18% | 1.23% | 0.55% |
LOWIX Ladenburg Growth & Income Fund | 3.34% | 3.56% | 1.05% | 3.39% | 2.35% | 3.14% | 0.78% | 1.88% | 1.52% | 1.54% |
Frequently Asked Questions
With a correlation of 0.99, LOWIX and LAGIX 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.
LAGIX has higher volatility (4.16%) compared to LOWIX (3.28%). In terms of maximum drawdown, LOWIX dropped -23.37% vs LAGIX's -31.30%.
LOWIX currently has the higher Sharpe Ratio (2.06 vs 1.97), 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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