- ISIN
- US5440061092
- CUSIP
- 544006109
- Issuer
- Lord Abbett
- Inception Date
- Oct 10, 1973
- Category
- Small Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
LAGWX Performance Chart
Lord Abbett Developing Growth Fund (LAGWX) is up 35.5% since the beginning of the year. LAGWX is currently trading at $35 per share. Investors who bought $1,000 worth of LAGWX shares 5 years ago would now be looking at an investment worth $1,290.
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Returns By Period
Lord Abbett Developing Growth Fund (LAGWX) has returned 35.51% so far this year and 62.75% over the past 12 months. Looking at the last ten years, LAGWX has achieved an annualized return of 15.33%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Lord Abbett Developing Growth Fund
- 1D
- 3.21%
- 1M
- 6.37%
- YTD
- 35.51%
- 6M
- 30.91%
- 1Y
- 62.75%
- 3Y*
- 22.56%
- 5Y*
- 5.23%
- 10Y*
- 15.33%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LAGWX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, LAGWX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +17.6%, while the worst month was Oct 1987 at -26.7%. The longest winning streak lasted 18 consecutive months, and the longest losing streak was 6 months.
On a daily basis, LAGWX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.0%, while the worst single day was Mar 16, 2020 at -14.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.82% | 0.08% | -4.28% | 17.61% | 11.71% | 3.70% | 35.51% | ||||||
| 2025 | 1.87% | -10.51% | -9.69% | 3.85% | 6.52% | 8.62% | 2.21% | 6.09% | 4.87% | 4.64% | 0.08% | -2.92% | 14.37% |
| 2024 | 0.49% | 9.31% | 2.52% | -6.08% | 4.32% | 3.01% | 0.05% | 3.78% | 2.40% | -0.95% | 9.34% | -6.86% | 21.89% |
| 2023 | 8.38% | -0.93% | 0.88% | -2.45% | 1.62% | 4.18% | 1.27% | -6.87% | -7.72% | -8.55% | 10.47% | 10.32% | 8.50% |
| 2022 | -18.74% | 0.05% | -0.70% | -13.40% | -2.80% | -6.33% | 9.60% | -0.27% | -7.97% | 6.18% | 0.28% | -6.25% | -36.09% |
| 2021 | 4.25% | 3.77% | -6.05% | 4.51% | -6.10% | 4.82% | -1.88% | 2.65% | -4.35% | 5.62% | -8.29% | -0.34% | -2.77% |
Benchmark Metrics
Lord Abbett Developing Growth Fund has an annualized alpha of 2.65%, beta of 0.99, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund captured 124.33% of S&P 500 Index gains and 115.60% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.65% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.99 and R2 of 0.62, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.65%
- Beta
- 0.99
- R²
- 0.62
- Upside Capture
- 124.33%
- Downside Capture
- 115.60%
Expense Ratio
LAGWX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LAGWX ranks 71 for risk / return — better than 71% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lord Abbett Developing Growth Fund (LAGWX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LAGWX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.28 | 2.78 | +1.50 |
| Martin ratioReturn relative to average drawdown | 15.68 | 12.44 | +3.24 |
Dividends
Dividend History
Lord Abbett Developing Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $3.34 | $2.95 | $4.49 | $6.25 | $0.00 | $0.00 | $1.85 |
Dividend yield | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 12.60% | 9.67% | 22.87% | 33.87% | 0.00% | 0.00% | 10.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Developing Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.01 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.34 | $0.00 | $3.34 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Lord Abbett Developing Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lord Abbett Developing Growth Fund was 60.31%, occurring on Nov 20, 2008. Recovery took 513 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -60.31%Nov 2008 | 1y 20d | 2y 16d | 3y 1moNov 2007 - Dec 2010 |
Dot-com crash2000–2002 | -58.07%Oct 2002 | 2y 7mo | 4y 6mo | 7y 1moMar 2000 - Apr 2007 |
2023 bear market2023 | -54.38%Oct 2023 | 2y 8mo | 2y 6mo | 5y 2moFeb 2021 - May 2026 |
1998 bear market1998 | -38.65%Oct 1998 | 5mo 18d | 6mo 7d | 11mo 25dApr 1998 - Apr 1999 |
Black Monday1987 | -38.26%Oct 1987 | 22d | 2y 6mo | 2y 7moOct 1987 - May 1990 |
Drawdown Indicators
| LAGWX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.31% | -56.78% | -3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -9.10% | -5.62% |
Max Drawdown (3Y)Largest decline over 3 years | -32.10% | -18.90% | -13.20% |
Max Drawdown (5Y)Largest decline over 5 years | -51.25% | -25.43% | -25.82% |
Max Drawdown (10Y)Largest decline over 10 years | -54.38% | -33.92% | -20.46% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -17.06% | -10.71% | -6.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 2.03% | +1.98% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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