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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.
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Returns By Period
Lord Abbett Developing Growth Fund (LAGWX) has returned -6.40% so far this year and 30.03% over the past 12 months. Over the last ten years, LAGWX has returned 11.29% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Lord Abbett Developing Growth Fund
- 1D
- -3.62%
- 1M
- -9.91%
- YTD
- -6.40%
- 6M
- -4.84%
- 1Y
- 30.03%
- 3Y*
- 9.33%
- 5Y*
- -2.85%
- 10Y*
- 11.29%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1980, LAGWX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, your investment would double in approximately 5.6 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +16.6%, 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% | -9.91% | -6.40% | |||||||||
| 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% | -6.88% | -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% |
| 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 2.17%, beta of 0.99, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.
- This fund captured 122.95% of S&P 500 Index gains and 116.31% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.17% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 0.99 and R² of 0.63, 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
- 2.17%
- Beta
- 0.99
- R²
- 0.63
- Upside Capture
- 122.95%
- Downside Capture
- 116.31%
Expense Ratio
LAGWX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LAGWX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lord Abbett Developing Growth Fund (LAGWX) and compare them to a chosen benchmark (S&P 500 Index).
| LAGWX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.90 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.39 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.40 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.43 | 6.61 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LAGWX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 | |||||||||
| 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.
The current Lord Abbett Developing Growth Fund drawdown is 26.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.31% | Nov 1, 2007 | 267 | Nov 20, 2008 | 513 | Dec 6, 2010 | 780 |
| -58.07% | Mar 10, 2000 | 648 | Oct 9, 2002 | 1135 | Apr 16, 2007 | 1783 |
| -54.38% | Feb 16, 2021 | 681 | Oct 27, 2023 | — | — | — |
| -38.65% | Apr 23, 1998 | 118 | Oct 8, 1998 | 127 | Apr 13, 1999 | 245 |
| -38.26% | Oct 6, 1987 | 17 | Oct 28, 1987 | 648 | May 22, 1990 | 665 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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