Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNCCX (Ladenburg Income FundClass C) | 1.47% | 7.10% | 6.05% | 1.52% | 2.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNCCX (Ladenburg Income FundClass C) | 08/31/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 7.10 | 6.05 | 1.52 | 2.56 | NA | NA | … | … | 1.47 | 6.57 | 5.90 | 7.52 | -13.50 | 2.34 | 4.80 | 10.68 | -4.58 | 5.93 | 4.29 | -2.00 |
| Sharpe Ratio | NA | 0.88 | 0.43 | -0.15 | 0.15 | NA | NA | … | … | 0.16 | 0.63 | 0.36 | 0.56 | -1.68 | 0.58 | 0.48 | 2.94 | -1.22 | 2.56 | 0.84 | -1.61 |
| Standard Deviation(%) | NA | 5.08 | 6.43 | 6.70 | 6.07 | NA | NA | … | … | 6.09 | 5.91 | 6.38 | 6.90 | 8.94 | 3.97 | 9.40 | 3.13 | 4.90 | 2.07 | 4.86 | 3.65 |
| Draw Down(%) | NA | 4.12 | 8.24 | 17.48 | 17.48 | NA | NA | … | … | 4.12 | 5.38 | 3.71 | 8.24 | 16.80 | 2.59 | 13.26 | 1.18 | 7.87 | 0.96 | 4.19 | 2.69 |
| Yield(%) | 0.00 | 1.35 | 2.07 | 2.30 | 1.76 | 1.19 | 0.89 | … | … | 0.00 | 1.36 | 3.63 | 1.49 | 1.00 | 5.04 | 0.52 | 1.45 | 0.87 | 1.42 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNCCX (Ladenburg Income FundClass C) |
-3.51%
Oct 2020 – Oct 2023 |
-0.82%
Sep 2017 – Sep 2022 |
2.46%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNCCX (Ladenburg Income FundClass C) |
7.43%
Sep 2022 – Sep 2025 |
4.35%
Feb 2016 – Feb 2021 |
3.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart