Ladenburg Growth Fund Key Fundamental Indicators
| LGWIX Fund | USD 18.04 0.07 0.39% |
As of the 31st of January, Ladenburg Growth secures the Downside Deviation of 0.6746, risk adjusted performance of 0.1017, and Mean Deviation of 0.5207. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Ladenburg Growth, as well as the relationship between them.
Ladenburg Growth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Ladenburg Growth's valuation are provided below:Ladenburg Growth does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Ladenburg |
Ladenburg Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Ladenburg Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Ladenburg Growth.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Ladenburg Growth on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Ladenburg Growth or generate 0.0% return on investment in Ladenburg Growth over 90 days. Ladenburg Growth is related to or competes with Alpine Ultra, Boston Partners, Fidelity Flex, Ultra-short Term, Dreyfus Short, Quantitative, and Vanguard Short-term. The fund seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alter... More
Ladenburg Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Ladenburg Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Ladenburg Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6746 | |||
| Information Ratio | 0.058 | |||
| Maximum Drawdown | 5.15 | |||
| Value At Risk | (1.02) | |||
| Potential Upside | 1.18 |
Ladenburg Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ladenburg Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ladenburg Growth's standard deviation. In reality, there are many statistical measures that can use Ladenburg Growth historical prices to predict the future Ladenburg Growth's volatility.| Risk Adjusted Performance | 0.1017 | |||
| Jensen Alpha | 0.0591 | |||
| Total Risk Alpha | 0.0418 | |||
| Sortino Ratio | 0.0646 | |||
| Treynor Ratio | 0.1361 |
Ladenburg Growth January 31, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | 0.1017 | |||
| Market Risk Adjusted Performance | 0.1461 | |||
| Mean Deviation | 0.5207 | |||
| Semi Deviation | 0.5472 | |||
| Downside Deviation | 0.6746 | |||
| Coefficient Of Variation | 715.98 | |||
| Standard Deviation | 0.751 | |||
| Variance | 0.564 | |||
| Information Ratio | 0.058 | |||
| Jensen Alpha | 0.0591 | |||
| Total Risk Alpha | 0.0418 | |||
| Sortino Ratio | 0.0646 | |||
| Treynor Ratio | 0.1361 | |||
| Maximum Drawdown | 5.15 | |||
| Value At Risk | (1.02) | |||
| Potential Upside | 1.18 | |||
| Downside Variance | 0.455 | |||
| Semi Variance | 0.2994 | |||
| Expected Short fall | (0.58) | |||
| Skewness | 1.33 | |||
| Kurtosis | 6.73 |
Ladenburg Growth Backtested Returns
At this stage we consider Ladenburg Mutual Fund to be very steady. Ladenburg Growth has Sharpe Ratio of 0.15, which conveys that the entity had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ladenburg Growth, which you can use to evaluate the volatility of the fund. Please verify Ladenburg Growth's Downside Deviation of 0.6746, mean deviation of 0.5207, and Risk Adjusted Performance of 0.1017 to check out if the risk estimate we provide is consistent with the expected return of 0.12%. The fund secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Ladenburg Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ladenburg Growth is expected to be smaller as well.
Auto-correlation | 0.29 |
Poor predictability
Ladenburg Growth has poor predictability. Overlapping area represents the amount of predictability between Ladenburg Growth time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Ladenburg Growth price movement. The serial correlation of 0.29 indicates that nearly 29.0% of current Ladenburg Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.29 | |
| Spearman Rank Test | 0.57 | |
| Residual Average | 0.0 | |
| Price Variance | 0.14 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Ladenburg Growth has a Year To Date Return of 2.2109%. This is much higher than that of the Ladenburg Thalmann family and significantly higher than that of the Allocation--70% to 85% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Ladenburg Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ladenburg Growth's current stock value. Our valuation model uses many indicators to compare Ladenburg Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ladenburg Growth competition to find correlations between indicators driving Ladenburg Growth's intrinsic value. More Info.Ladenburg Growth is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 237.73 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ladenburg Growth's earnings, one of the primary drivers of an investment's value.Ladenburg Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ladenburg Growth's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ladenburg Growth could also be used in its relative valuation, which is a method of valuing Ladenburg Growth by comparing valuation metrics of similar companies.Ladenburg Growth is currently under evaluation in year to date return among similar funds.
Ladenburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ladenburg Growth's current stock value. Our valuation model uses many indicators to compare Ladenburg Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ladenburg Growth competition to find correlations between indicators driving Ladenburg Growth's intrinsic value. More Info.Ladenburg Growth is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 237.73 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ladenburg Growth's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Ladenburg Growth
The fund consists of 84.81% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Ladenburg Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ladenburg Fundamentals
| Total Asset | 132.23 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 2.21 % | |||
| One Year Return | 10.20 % | |||
| Three Year Return | 14.27 % | |||
| Five Year Return | 7.79 % | |||
| Net Asset | 132.88 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.1 | |||
| Cash Position Weight | 1.56 % | |||
| Equity Positions Weight | 84.81 % | |||
| Bond Positions Weight | 13.45 % |
About Ladenburg Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ladenburg Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ladenburg Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ladenburg Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange-traded notes and mutual funds . It may invest up to 50 percent of its net assets in underlying funds that primarily invest in foreign securities. The funds adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 60-90 Fixed Income 0-30 and Alternatives 0-20.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Growth financial ratios help investors to determine whether Ladenburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ladenburg with respect to the benefits of owning Ladenburg Growth security.
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