LGWCX
Ladenburg Growth-C
$16.92
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 124.577M |
| 52 Week High | 16.92 |
| 52 Week Low | 13.553 |
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Key Data
| Symbol | LGWCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 16.92 |
| Price Yesterday | 16.92 |
| Market Cap | 124.58 |
| YTD Return | 8.67% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0189 |
Overview
| 52 Week High | 16.92 |
|---|---|
| 52 Week Low | 13.55 |
| Market Cap | 124.58M |
| Shares Outstanding | 7.36M |
| Income Dividend Yield | 0.06% |
| Long Term Dividend Yield | 2.29% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.35% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 82.19% |
| One Months | 33.17% |
| Three Months | 10.22% |
| Six Months | 20.47% |
| Nine Months | 26.70% |
| One Year | 15.63% |
| Three Years | 2.43% |
| Five Years | 7.46% |
| Ten Years | -999 |
| YTD | 17.51% |
| Since Inception | 7.23% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.20% |
| One Month | 2.30% |
| Three Months | 2.42% |
| Six Months | 9.59% |
| Nine Months | 19.18% |
| One Year | 15.61% |
| Three Years | 7.44% |
| Five Years | 43.18% |
| Ten Years | -999 |
| YTD | 8.67% |
| Since Inception | 85.18% |
Yearly Returns
| 2024 | 8.67% |
|---|---|
| 2023 | 17.24% |
| 2022 | -18.63% |
| 2021 | 15.21% |
| 2020 | 13.44% |
| 2019 | 21.64% |
| 2018 | -9.22% |
| 2017 | 15.59% |
| 2016 | 5.89% |
| 2015 | 1.13% |
Risk against SP-DA
| Alpha | -9.44% |
|---|---|
| Beta | 0.84 |
| Correlation | 95.10% |
| Downside Deviation | 2.98% |
| Coefficient of determination | 90.45% |
| Standard Deviation | 2.85% |
| Sharpe Ratio | -1.32 |
| Sortino | -4.4 |
| Treynor | 12.15 |
| Ulcer Index | 3.54 |
| Ulcer Performance Index | -3.7 |