LOWIX vs. LAGIX

Last updated Jun 24, 2026

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 7.07%/yr vs 10.05%/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

The chart below illustrates the hypothetical performance of a $10,000 investment in Ladenburg Growth & Income Fund (LOWIX) and Ladenburg Aggressive Growth Fund (LAGIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LOWIX achieves a 7.82% 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 7.07%, while LAGIX has yielded a comparatively higher 10.05% annualized return.

LOWIX

• 1D: -0.06%
• 1M: 1.19%
• YTD: 7.82%
• 6M: 6.90%
• 1Y: 17.34%
• 3Y*: 9.71%
• 5Y*: 4.66%
• 10Y*: 7.07%

LAGIX

• 1D: 0.00%
• 1M: 1.54%
• YTD: 10.71%
• 6M: 9.46%
• 1Y: 21.92%
• 3Y*: 12.96%
• 5Y*: 6.32%
• 10Y*: 10.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LOWIX vs. LAGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LOWIX Ladenburg Growth & Income Fund	7.82%	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.

Return for Risk

LOWIX vs. LAGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LOWIX

LOWIX Risk / Return Rank: 62
LOWIX Sharpe Ratio Rank: 57
LOWIX Sortino Ratio Rank: 59
LOWIX Omega Ratio Rank: 56
LOWIX Calmar Ratio Rank: 67
LOWIX Martin Ratio Rank: 72

LAGIX

LAGIX Risk / Return Rank: 59
LAGIX Sharpe Ratio Rank: 53
LAGIX Sortino Ratio Rank: 52
LAGIX Omega Ratio Rank: 50
LAGIX Calmar Ratio Rank: 69
LAGIX Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio: Return per unit of total volatility	2.06	1.99	+0.07
Sortino ratio: Return per unit of downside risk	2.94	2.78	+0.16
Omega ratio: Gain probability vs. loss probability	1.38	1.36	+0.02
Calmar ratio: Return relative to maximum drawdown	3.02	3.04	-0.03
Martin ratio: Return relative to average drawdown	12.86	12.77	+0.09

LOWIX vs. LAGIX - Sharpe Ratio Comparison

The current LOWIX Sharpe Ratio is 2.06, which is comparable to the LAGIX Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of LOWIX and LAGIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	LOWIX	LAGIX	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-0.49%	-0.64%	+0.15%
Average Drawdown Average peak-to-trough decline	-4.57%	-5.66%	+1.09%
Ulcer Index Depth 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 3.16%, while Ladenburg Aggressive Growth Fund (LAGIX) has a volatility of 4.01%. 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.

Volatility by Period

	LOWIX	LAGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.16%	4.01%	-0.85%
Volatility (6M) Calculated over the trailing 6-month period	6.98%	8.94%	-1.96%
Volatility (1Y) Calculated over the trailing 1-year period	8.84%	11.61%	-2.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.09%	16.17%	-4.08%
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

Can I hold both LOWIX and LAGIX in my portfolio?

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.

Which is riskier, LOWIX or LAGIX?

LAGIX has higher volatility (4.01%) compared to LOWIX (3.16%). In terms of maximum drawdown, LOWIX dropped -23.37% vs LAGIX's -31.30%.

Which has better risk-adjusted returns?

LOWIX currently has the higher Sharpe Ratio (2.06 vs 1.99), 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.