Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lord Abbett Focused 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.
Loading graphics...
Returns By Period
Lord Abbett Focused Growth Fund (LFGIX) has returned -14.79% so far this year and 13.31% over the past 12 months.
Lord Abbett Focused Growth Fund
- 1D
- -1.47%
- 1M
- -8.05%
- YTD
- -14.79%
- 6M
- -17.68%
- 1Y
- 13.31%
- 3Y*
- 21.19%
- 5Y*
- 6.99%
- 10Y*
- —
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 31, 2019, LFGIX's average daily return is +0.08%, while the average monthly return is +1.49%. At this rate, your investment would double in approximately 3.9 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +15.2%, while the worst month was Apr 2022 at -13.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, LFGIX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.35% | -5.09% | -8.05% | -14.79% | |||||||||
| 2025 | 4.90% | -6.64% | -11.65% | 5.73% | 10.51% | 7.82% | 3.13% | 1.04% | 4.84% | 3.05% | -5.50% | -0.79% | 15.06% |
| 2024 | 6.13% | 9.05% | 1.41% | -6.13% | 5.53% | 7.59% | -5.78% | 4.09% | 4.27% | 3.58% | 14.16% | -0.24% | 50.90% |
| 2023 | 7.29% | -3.01% | 7.11% | -2.12% | 6.13% | 6.87% | 3.68% | -1.24% | -7.36% | -2.99% | 14.25% | 3.08% | 34.10% |
| 2022 | -12.73% | -2.69% | 2.49% | -13.75% | -6.12% | -6.66% | 11.00% | -3.35% | -8.55% | 3.63% | 0.75% | -9.30% | -38.87% |
| 2021 | -0.36% | 2.77% | -4.59% | 6.63% | -3.31% | 6.43% | 2.61% | 3.68% | -6.00% | 11.74% | -0.78% | -4.97% | 12.95% |
Benchmark Metrics
Lord Abbett Focused Growth Fund has an annualized alpha of 3.34%, beta of 1.19, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since February 01, 2019.
- This fund captured 119.15% of S&P 500 Index gains and 101.97% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.34% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.34%
- Beta
- 1.19
- R²
- 0.72
- Upside Capture
- 119.15%
- Downside Capture
- 101.97%
Expense Ratio
LFGIX has an expense ratio of 0.80%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LFGIX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lord Abbett Focused Growth Fund (LFGIX) and compare them to a chosen benchmark (S&P 500 Index).
| LFGIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.90 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.39 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.40 | -0.98 |
Martin ratioReturn relative to average drawdown | 1.24 | 6.61 | -5.36 |
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 LFGIX 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 Focused 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 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.87 | $1.86 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 16.32% | 6.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Focused 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 | $0.00 | $0.00 | $0.00 |
| 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 | $4.87 | $0.00 | $4.87 |
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.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the Lord Abbett Focused 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 Focused Growth Fund was 46.15%, occurring on Dec 28, 2022. Recovery took 461 trading sessions.
The current Lord Abbett Focused Growth Fund drawdown is 21.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.15% | Nov 9, 2021 | 286 | Dec 28, 2022 | 461 | Oct 29, 2024 | 747 |
| -30.88% | Feb 20, 2020 | 18 | Mar 16, 2020 | 38 | May 11, 2020 | 56 |
| -29.57% | Feb 18, 2025 | 34 | Apr 4, 2025 | 72 | Jul 21, 2025 | 106 |
| -21.6% | Oct 30, 2025 | 103 | Mar 30, 2026 | — | — | — |
| -16.34% | Feb 16, 2021 | 15 | Mar 8, 2021 | 96 | Jul 23, 2021 | 111 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...