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Ladenburg Aggressive Growth I (LAGIX)
17.39
+0.04
+(0.23%)
At close: 8:01:25 PM EDT
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%.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LAGIX | Category Average | LAGIX | Category Average | LAGIX | Category Average | |
| Alpha | 1.3 | -0.03 | 2.48 | -0.02 | -- | -0.01 |
| BETA | 1.25 | 0.02 | 1.3 | 0.02 | -- | 0.02 |
| Mean Annual Return | 0.49 | 0.01 | 1.13 | 0.01 | -- | 0.01 |
| R-squared | 88.37 | 0.95 | 90.16 | 0.94 | -- | 0.92 |
| Standard Deviation | 16.69 | 0.19 | 15.88 | 0.15 | -- | 0.14 |
| Sharpe Ratio | 0.08 | 0.01 | 0.68 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0 | 0.08 | 7.85 | 0.08 | -- | 0.06 |
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