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Lord Abbett Developing Growth Fund (LAGWX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US5440061092

CUSIP

544006109

Issuer

Lord Abbett

Inception Date

Oct 10, 1973

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

LAGWX has a high expense ratio of 0.93%, indicating higher-than-average management fees.


Expense ratio chart for LAGWX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LAGWX vs. FECGX LAGWX vs. FDSCX
Popular comparisons:
LAGWX vs. FECGX LAGWX vs. FDSCX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Lord Abbett Developing Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
11.97%
8.53%
LAGWX (Lord Abbett Developing Growth Fund)
Benchmark (^GSPC)

Returns By Period

Lord Abbett Developing Growth Fund had a return of 24.09% year-to-date (YTD) and 26.01% in the last 12 months. Over the past 10 years, Lord Abbett Developing Growth Fund had an annualized return of 0.27%, while the S&P 500 had an annualized return of 11.06%, indicating that Lord Abbett Developing Growth Fund did not perform as well as the benchmark.


LAGWX

YTD

24.09%

1M

-2.02%

6M

11.97%

1Y

26.01%

5Y*

2.88%

10Y*

0.27%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of LAGWX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.49%9.31%2.52%-6.08%4.32%3.01%0.05%3.78%2.40%-0.95%9.31%24.09%
20238.38%-0.93%0.88%-2.45%1.62%4.18%1.27%-6.88%-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%
20214.25%3.77%-6.05%4.51%-6.10%4.82%-1.88%2.65%-4.35%5.62%-18.15%-0.34%-13.22%
20202.19%-3.89%-15.40%16.55%13.41%6.35%6.67%5.76%2.74%2.41%1.98%10.09%55.68%
201915.78%10.87%-1.06%2.43%-2.63%9.38%2.94%-5.29%-9.07%2.16%-16.38%1.45%6.45%
20183.86%0.95%2.21%2.20%10.30%1.99%-0.49%13.01%-0.25%-14.02%-25.59%-10.57%-20.93%
20174.07%3.69%0.41%0.77%0.56%2.69%1.83%0.34%4.79%3.05%2.51%1.88%29.92%
2016-12.90%-2.68%5.82%-0.66%2.80%0.12%7.92%0.99%1.74%-7.09%5.05%-1.97%-2.71%
2015-2.61%7.96%1.89%-3.41%5.22%0.95%0.20%-10.51%-5.99%0.88%-6.60%-4.80%-16.89%
20141.40%5.66%-5.11%-6.18%-1.46%8.34%-7.13%5.42%-3.74%5.90%-15.77%0.63%-13.85%
20135.57%1.71%5.70%-0.84%7.76%2.94%7.76%0.67%9.49%0.81%-15.68%2.63%29.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LAGWX is 65, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LAGWX is 6565
Overall Rank
The Sharpe Ratio Rank of LAGWX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of LAGWX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of LAGWX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of LAGWX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of LAGWX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lord Abbett Developing Growth Fund (LAGWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LAGWX, currently valued at 1.26, compared to the broader market-1.000.001.002.003.004.001.262.10
The chart of Sortino ratio for LAGWX, currently valued at 1.80, compared to the broader market-2.000.002.004.006.008.0010.001.802.80
The chart of Omega ratio for LAGWX, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.003.501.221.39
The chart of Calmar ratio for LAGWX, currently valued at 0.55, compared to the broader market0.002.004.006.008.0010.0012.0014.000.553.09
The chart of Martin ratio for LAGWX, currently valued at 8.02, compared to the broader market0.0020.0040.0060.008.0213.49
LAGWX
^GSPC

The current Lord Abbett Developing Growth Fund Sharpe ratio is 1.26. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lord Abbett Developing Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.26
2.10
LAGWX (Lord Abbett Developing Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History


Lord Abbett Developing Growth Fund doesn't pay dividends

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-37.43%
-2.62%
LAGWX (Lord Abbett Developing Growth Fund)
Benchmark (^GSPC)

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 64.82%, occurring on Nov 20, 2008. Recovery took 595 trading sessions.

The current Lord Abbett Developing Growth Fund drawdown is 37.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.82%Nov 1, 2007266Nov 20, 2008595Apr 4, 2011861
-59.28%Feb 16, 2021681Oct 27, 2023
-58.16%Sep 17, 2018378Mar 18, 2020209Jan 14, 2021587
-58.07%Mar 10, 2000645Oct 9, 20021249Oct 1, 20071894
-53.13%Oct 22, 2013581Feb 11, 2016636Aug 21, 20181217

Volatility

Volatility Chart

The current Lord Abbett Developing Growth Fund volatility is 7.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.44%
3.79%
LAGWX (Lord Abbett Developing Growth Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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