LGWCX - Ladenburg Growth Fund

Other OTC - Other OTC Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.02%
5-Year Average Return4.27%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 31, 2023)21.64%
Worst 1 Yr Total Return (May 31, 2023)N/A
Best 3-Yr Total Return21.64%
Worst 3-Yr Total Return2.07%

Trailing Returns (%) Vs. Benchmarks

ReturnLGWCXCategory
YTD6.02%11.35%
1-Month0.35%0.99%
3-Month2.34%5.92%
1-Year0.65%32.83%
3-Year6.00%11.75%
5-Year4.27%11.53%
10-Year0.00%8.98%
Last Bull Market28.19%17.67%
Last Bear Market-15.00%-15.71%

Annual Total Return (%) History

Year
LGWCXCategory
2023
N/AN/A
2022
-18.63%N/A
2021
15.22%N/A
2020
13.44%13.51%
2019
21.64%21.35%
2018
-9.22%-7.93%
2017
15.58%15.80%
2016
5.89%7.93%
2015
N/A-2.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.29%N/AN/AN/A
2022-5.90%-15.00%-4.47%6.48%
20213.63%6.43%-1.28%5.82%
2020-17.18%15.58%6.38%11.39%
201911.03%2.92%0.32%6.10%
2018-0.92%0.76%3.53%-12.17%
20174.70%2.47%3.04%4.56%
2016-0.30%1.22%3.52%1.36%
20152.28%N/AN/AN/A

Rank In Category (By Total Return)

YTD52
1-Month82
3-Month51
1-Year82
3-Year87
5-Year81

Load Adjusted Returns

1-Year-1.72%
3-Year7.60%
5-Year4.64%
10-YearN/A