LOWAX
Ladenburg Growth & Income-A
$14.56
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 167.118M |
| 52 Week High | 14.56 |
| 52 Week Low | 11.944 |
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Key Data
| Symbol | LOWAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 14.56 |
| Price Yesterday | 14.56 |
| Market Cap | 167.12 |
| YTD Return | 7.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.05 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.012 |
Overview
| 52 Week High | 14.56 |
|---|---|
| 52 Week Low | 11.94 |
| Market Cap | 167.12M |
| Shares Outstanding | 11.48M |
| Income Dividend Yield | 1.12% |
| Long Term Dividend Yield | 1.77% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.89% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 100.93% |
| One Months | 34.24% |
| Three Months | 11.97% |
| Six Months | 17.01% |
| Nine Months | 24.04% |
| One Year | 13.76% |
| Three Years | 2.14% |
| Five Years | 6.30% |
| Ten Years | -999 |
| YTD | 14.36% |
| Since Inception | 6.40% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.39% |
| One Month | 2.36% |
| Three Months | 2.82% |
| Six Months | 8.03% |
| Nine Months | 17.32% |
| One Year | 13.74% |
| Three Years | 6.52% |
| Five Years | 35.59% |
| Ten Years | -999 |
| YTD | 7.16% |
| Since Inception | 72.84% |
Yearly Returns
| 2024 | 7.16% |
|---|---|
| 2023 | 14.93% |
| 2022 | -16.33% |
| 2021 | 12.28% |
| 2020 | 11.35% |
| 2019 | 19.39% |
| 2018 | -7.49% |
| 2017 | 14.01% |
| 2016 | 5.25% |
| 2015 | 1.22% |
Risk against SP-DA
| Alpha | -8.61% |
|---|---|
| Beta | 0.73 |
| Correlation | 94.55% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 89.40% |
| Standard Deviation | 2.48% |
| Sharpe Ratio | -1.74 |
| Sortino | -5.41 |
| Treynor | 11.51 |
| Ulcer Index | 3.21 |
| Ulcer Performance Index | -4.65 |