Lord Abbett Developing Growth Fund (LAGWX)
The fund invests in equity securities of companies that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, the fund invests at least 65% of its net assets in equity securities of small companies. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"), and other similar depositary receipts.
Fund Info
US5440061092
544006109
Oct 10, 1973
$1,000
Small-Cap
Growth
Expense Ratio
LAGWX has a high expense ratio of 0.93%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Lord Abbett Developing Growth Fund (LAGWX) returned -8.92% year-to-date (YTD) and 0.12% over the past 12 months. Over the past 10 years, LAGWX returned 6.49% annually, underperforming the S&P 500 benchmark at 10.85%.
LAGWX
-8.92%
6.52%
-15.17%
0.12%
4.25%
3.28%
6.49%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.87% | -10.51% | -9.69% | 3.85% | 6.52% | -8.92% | |||||||
| 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% |
| 2020 | 2.19% | -3.89% | -15.40% | 16.55% | 13.41% | 6.35% | 6.67% | 5.76% | 2.74% | 2.41% | 12.94% | 10.09% | 72.41% |
| 2019 | 15.78% | 10.87% | -1.06% | 2.43% | -2.63% | 9.37% | 2.94% | -5.29% | -9.07% | 2.16% | 3.27% | 1.45% | 31.47% |
| 2018 | 3.86% | 0.95% | 2.21% | 2.20% | 10.30% | 1.99% | -0.49% | 13.01% | -0.25% | -14.02% | -1.64% | -10.57% | 4.52% |
| 2017 | 4.07% | 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% | 1.73% | -7.09% | 5.05% | -1.97% | -2.71% |
| 2015 | -2.61% | 7.96% | 1.88% | -3.41% | 5.22% | 0.95% | 0.20% | -10.51% | -5.99% | 0.88% | 2.43% | -4.80% | -8.85% |
| 2014 | 1.40% | 5.66% | -5.11% | -6.18% | -1.46% | 8.34% | -7.13% | 5.42% | -3.74% | 5.90% | 0.95% | 0.63% | 3.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LAGWX is 11, meaning it’s performing worse than 89% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Lord Abbett Developing Growth Fund provided a 0.03% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.00 | $0.00 | $3.34 | $2.96 | $4.49 | $6.25 | $0.00 | $0.00 | $1.85 | $4.30 |
Dividend yield | 0.03% | 0.03% | 0.00% | 0.00% | 12.60% | 9.67% | 22.87% | 33.87% | 0.00% | 0.00% | 10.03% | 19.36% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.96 | $0.00 | $2.96 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.49 | $0.00 | $4.49 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.25 | $0.00 | $6.25 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 | $0.00 | $1.85 |
| 2014 | $4.30 | $0.00 | $4.30 |
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.
The current Lord Abbett Developing Growth Fund drawdown is 37.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.31% | Nov 1, 2007 | 266 | Nov 20, 2008 | 513 | Dec 6, 2010 | 779 |
| -58.08% | Mar 10, 2000 | 645 | Oct 9, 2002 | 1133 | Apr 16, 2007 | 1778 |
| -54.38% | Feb 16, 2021 | 681 | Oct 27, 2023 | — | — | — |
| -38.65% | Apr 23, 1998 | 121 | Oct 8, 1998 | 133 | Apr 13, 1999 | 254 |
| -38.26% | Oct 6, 1987 | 17 | Oct 28, 1987 | 669 | May 22, 1990 | 686 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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