LOWCX
Ladenburg Growth & Income-C
$14.06
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 167.055M |
| 52 Week High | 14.06 |
| 52 Week Low | 11.601 |
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Key Data
| Symbol | LOWCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 14.06 |
| Price Yesterday | 14.06 |
| Market Cap | 167.06 |
| YTD Return | 6.69% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0195 |
Overview
| 52 Week High | 14.06 |
|---|---|
| 52 Week Low | 11.60 |
| Market Cap | 167.06M |
| Shares Outstanding | 11.88M |
| Income Dividend Yield | 0.69% |
| Long Term Dividend Yield | 1.83% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.52% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 98.66% |
| One Months | 32.47% |
| Three Months | 11.13% |
| Six Months | 16.05% |
| Nine Months | 23.00% |
| One Year | 12.92% |
| Three Years | 1.39% |
| Five Years | 5.51% |
| Ten Years | -999 |
| YTD | 13.40% |
| Since Inception | 5.61% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.37% |
| One Month | 2.25% |
| Three Months | 2.63% |
| Six Months | 7.59% |
| Nine Months | 16.58% |
| One Year | 12.90% |
| Three Years | 4.22% |
| Five Years | 30.68% |
| Ten Years | -999 |
| YTD | 6.69% |
| Since Inception | 61.94% |
Yearly Returns
| 2024 | 6.69% |
|---|---|
| 2023 | 14.16% |
| 2022 | -17.03% |
| 2021 | 11.61% |
| 2020 | 10.42% |
| 2019 | 18.57% |
| 2018 | -8.24% |
| 2017 | 13.15% |
| 2016 | 4.56% |
| 2015 | 1.03% |
Risk against SP-DA
| Alpha | -9.22% |
|---|---|
| Beta | 0.72 |
| Correlation | 93.97% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 88.31% |
| Standard Deviation | 2.46% |
| Sharpe Ratio | -1.86 |
| Sortino | -5.63 |
| Treynor | 10.5 |
| Ulcer Index | 3.28 |
| Ulcer Performance Index | -4.82 |