LAWAX
Ladenburg Aggressive Growth-A
$19.21
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 56.571M |
| 52 Week High | 19.21 |
| 52 Week Low | 15.2 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | LAWAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 19.21 |
| Price Yesterday | 19.21 |
| Market Cap | 56.57 |
| YTD Return | 9.33% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.05 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0112 |
Overview
| 52 Week High | 19.21 |
|---|---|
| 52 Week Low | 15.20 |
| Market Cap | 56.57M |
| Shares Outstanding | 2.94M |
| Income Dividend Yield | 0.52% |
| Long Term Dividend Yield | 1.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.35% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 78.80% |
| One Months | 33.05% |
| Three Months | 9.65% |
| Six Months | 21.87% |
| Nine Months | 28.19% |
| One Year | 17.09% |
| Three Years | 3.18% |
| Five Years | 9.21% |
| Ten Years | -999 |
| YTD | 18.91% |
| Since Inception | 9.35% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.16% |
| One Month | 2.29% |
| Three Months | 2.29% |
| Six Months | 10.21% |
| Nine Months | 20.21% |
| One Year | 17.07% |
| Three Years | 9.81% |
| Five Years | 55.16% |
| Ten Years | -999 |
| YTD | 9.33% |
| Since Inception | 120.05% |
Yearly Returns
| 2024 | 9.33% |
|---|---|
| 2023 | 19.19% |
| 2022 | -19.09% |
| 2021 | 17.53% |
| 2020 | 17.37% |
| 2019 | 25.13% |
| 2018 | -9.63% |
| 2017 | 18.95% |
| 2016 | 10.86% |
| 2015 | 1.45% |
Risk against SP-DA
| Alpha | -9.00% |
|---|---|
| Beta | 0.89 |
| Correlation | 95.11% |
| Downside Deviation | 2.96% |
| Coefficient of determination | 90.45% |
| Standard Deviation | 3.00% |
| Sharpe Ratio | -1.12 |
| Sortino | -3.93 |
| Treynor | 13.2 |
| Ulcer Index | 3.54 |
| Ulcer Performance Index | -3.28 |