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Nasdaq - Delayed Quote USD

Ladenburg Aggressive Growth I (LAGIX)

17.39
+0.04
+(0.23%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.37%
5y Average Return 10.79%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 25.42%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 25.42%
Worst 3Y Total Return 3.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAGIX
Category
YTD
-4.37%
13.38%
1-Month
-4.99%
1.16%
3-Month
-4.37%
6.75%
1-Year
3.18%
40.77%
3-Year
4.61%
13.59%
5-Year
13.01%
13.52%
10-Year
0.00%
10.48%
Last Bull Market
18.35%
21.11%
Last Bear Market
-15.98%
-19.34%

Annual Total Return (%) History

Year
LAGIX
Category
2025
--
--
2024
16.41%
--
2023
19.25%
--
2022
-18.90%
--
2021
17.64%
--
2020
17.60%
15.41%
2019
25.42%
24.78%
2018
-9.42%
-9.27%

2017
19.23%
18.41%
2016
9.35%
8.45%
2015
--
-1.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.37% -- -- --
2024 7.89% 0.54% 6.37% 0.89%
2023 5.59% 6.37% -3.71% 10.28%
2022 -5.97% -15.98% -4.05% 6.99%
2021 4.48% 7.19% -1.41% 6.55%
2020 -19.20% 19.15% 7.73% 13.38%
2019 12.69% 3.31% 0.38% 7.33%
2018 -0.56% 1.12% 4.10% -13.47%
2017 5.67% 3.17% 3.75% 5.42%
2016 1.02% 1.71% 4.55% 1.80%

2015 2.61% -- -- --

Rank in Category (By Total Return)

YTD 92
1-Month 82
3-Month 92
1-Year 81
3-Year 62
5-Year 79

Load Adjusted Returns

1-Year 3.18%
3-Year 4.61%
5-Year 13.01%
10-Year --

Performance & Risk

YTD Return -6.37%
5y Average Return 10.79%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Ladenburg Thalmann
Net Assets 52.99M
YTD Return -4.37%
Yield 0.79%
Morningstar Rating
Inception Date Aug 24, 2015

Fund Summary

The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 60% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 70-100%; Fixed Income 0-30%; and Alternatives 0-20%.

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