Lord Abbett Dividend Growth Fund (LAMYX)
The fund invests in equity securities of large and mid-sized companies that the fund's portfolio management team believes have potential for long-term total return and consistent increases in their dividends over time resulting from their earnings growth. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs").
Fund Info
US5439138182
Dec 27, 2001
$1,000,000
Large-Cap
Blend
Expense Ratio
LAMYX has an expense ratio of 0.66%, placing it in the medium range.
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 Dividend Growth Fund (LAMYX) returned 2.13% year-to-date (YTD) and 13.97% over the past 12 months. Over the past 10 years, LAMYX delivered an annualized return of 11.59%, outperforming the S&P 500 benchmark at 10.85%.
LAMYX
2.13%
4.80%
-2.65%
13.97%
13.38%
14.35%
11.59%
^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 LAMYX, 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 | 2.71% | 0.30% | -5.11% | -0.31% | 4.80% | 2.13% | |||||||
| 2024 | 1.98% | 5.43% | 3.08% | -4.64% | 5.06% | 2.90% | 2.68% | 3.18% | 1.56% | -0.33% | 4.97% | -4.67% | 22.61% |
| 2023 | 3.21% | -2.09% | 1.48% | 2.34% | -2.29% | 5.98% | 2.32% | -0.26% | -4.72% | -1.89% | 8.34% | 3.87% | 16.66% |
| 2022 | -6.43% | -3.01% | 2.87% | -7.27% | 0.39% | -5.82% | 8.56% | -4.00% | -8.21% | 8.60% | 6.22% | -4.01% | -13.29% |
| 2021 | -2.82% | 2.96% | 4.28% | 4.89% | 1.52% | 0.98% | 2.73% | 3.14% | -5.44% | 7.64% | -0.97% | 5.02% | 25.83% |
| 2020 | -0.93% | -8.35% | -11.66% | 11.29% | 5.77% | 1.25% | 5.28% | 6.19% | -1.92% | -2.38% | 10.01% | 2.86% | 15.79% |
| 2019 | 5.39% | 4.27% | 1.95% | 2.98% | -5.08% | 6.44% | 1.98% | 0.25% | 2.06% | -0.43% | 2.22% | 2.51% | 26.90% |
| 2018 | 4.70% | -5.29% | -1.90% | -0.33% | 1.13% | 0.56% | 4.35% | 2.34% | 1.50% | -6.60% | 3.99% | -8.02% | -4.52% |
| 2017 | 0.71% | 3.94% | -0.28% | 1.16% | 1.55% | -0.15% | 0.74% | -0.07% | 2.79% | 1.88% | 4.59% | 1.15% | 19.42% |
| 2016 | -1.65% | 0.99% | 6.80% | 0.43% | 2.13% | 2.37% | 1.57% | -0.40% | -0.33% | -2.24% | 3.68% | 1.45% | 15.46% |
| 2015 | -3.21% | 5.19% | -1.83% | 0.13% | 0.60% | -2.91% | 1.73% | -5.17% | -2.17% | 7.44% | -0.41% | -0.94% | -2.21% |
| 2014 | -4.26% | 4.04% | 1.96% | 1.27% | 1.39% | 2.06% | -3.18% | 3.28% | -1.42% | 3.12% | 3.14% | 0.22% | 11.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LAMYX is 63, indicating average performance compared to other mutual funds on our website. Here’s 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 Dividend Growth Fund (LAMYX) 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 Dividend Growth Fund provided a 5.28% dividend yield over the last twelve months, with an annual payout of $1.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.23 | $1.23 | $0.31 | $1.04 | $1.68 | $0.64 | $0.98 | $1.30 | $1.27 | $1.26 | $1.29 | $2.39 |
Dividend yield | 5.28% | 5.36% | 1.57% | 6.06% | 8.03% | 3.54% | 6.06% | 9.59% | 8.18% | 8.95% | 9.68% | 16.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Dividend 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 | $0.06 | $0.00 | $0.00 | $0.06 | |||||||
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.08 | $1.23 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.17 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.88 | $1.04 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.55 | $1.68 |
| 2020 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.47 | $0.64 |
| 2019 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.77 | $0.98 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $1.09 | $1.30 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $1.05 | $1.27 |
| 2016 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $1.05 | $1.26 |
| 2015 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.07 | $1.29 |
| 2014 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $2.17 | $2.39 |
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 Dividend 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 Dividend Growth Fund was 40.54%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.
The current Lord Abbett Dividend Growth Fund drawdown is 3.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.54% | Jul 16, 2007 | 415 | Mar 9, 2009 | 467 | Jan 12, 2011 | 882 |
| -33.47% | Feb 18, 2020 | 25 | Mar 23, 2020 | 99 | Aug 12, 2020 | 124 |
| -21.95% | Dec 30, 2021 | 190 | Sep 30, 2022 | 303 | Dec 14, 2023 | 493 |
| -17.87% | May 2, 2011 | 108 | Oct 3, 2011 | 88 | Feb 8, 2012 | 196 |
| -16.65% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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