Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNCIX (Ladenburg Income FundClass I) | 2.01% | 9.17% | 7.71% | 2.85% | 3.69% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNCIX (Ladenburg Income FundClass I) | 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 | 9.17 | 7.71 | 2.85 | 3.69 | NA | NA | … | … | 2.01 | 8.89 | 7.49 | 8.48 | -12.61 | 3.13 | 5.78 | 11.70 | -3.63 | 7.01 | 4.70 | -2.00 |
| Sharpe Ratio | NA | 1.64 | 0.81 | 0.09 | 0.34 | NA | NA | … | … | 0.85 | 1.03 | 0.61 | 0.71 | -1.59 | 0.77 | 0.58 | 3.28 | -1.01 | 3.02 | 0.48 | -1.61 |
| Standard Deviation(%) | NA | 4.88 | 6.34 | 6.64 | 6.56 | NA | NA | … | … | 5.91 | 5.83 | 6.35 | 6.81 | 8.86 | 4.06 | 9.55 | 3.12 | 5.00 | 2.11 | 9.32 | 3.65 |
| Draw Down(%) | NA | 4.01 | 8.03 | 16.72 | 16.72 | NA | NA | … | … | 4.01 | 5.08 | 3.43 | 8.03 | 16.13 | 2.50 | 13.19 | 1.09 | 7.12 | 0.95 | 5.14 | 2.69 |
| Yield(%) | 0.00 | 3.37 | 3.80 | 3.47 | 2.86 | 1.94 | 1.45 | … | … | 0.54 | 3.61 | 5.21 | 2.44 | 1.74 | 5.89 | 1.29 | 2.47 | 1.71 | 2.48 | 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 |
|---|---|---|---|---|
| LNCIX (Ladenburg Income FundClass I) |
-2.63%
Oct 2020 – Oct 2023 |
0.11%
Sep 2017 – Sep 2022 |
3.57%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNCIX (Ladenburg Income FundClass I) |
9.00%
Sep 2022 – Sep 2025 |
5.27%
Feb 2016 – Feb 2021 |
4.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart