- ISIN
- US5439151938
- Issuer
- Lord Abbett
- Inception Date
- Jan 31, 2019
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
LFGIX Performance Chart
Lord Abbett Focused Growth Fund (LFGIX) is up 9.4% since the beginning of the year. LFGIX is currently trading at $46 per share. Investors who bought $1,000 worth of LFGIX shares 5 years ago would now be looking at an investment worth $1,754.
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Returns By Period
Lord Abbett Focused Growth Fund (LFGIX) has returned 9.42% so far this year and 22.32% over the past 12 months.
Lord Abbett Focused Growth Fund
- 1D
- 0.82%
- 1M
- 5.54%
- YTD
- 9.42%
- 6M
- 8.55%
- 1Y
- 22.32%
- 3Y*
- 29.23%
- 5Y*
- 11.89%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
LFGIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 31, 2019, LFGIX's average daily return is +0.09%, while the average monthly return is +1.73%. At this rate, an investment would double in approximately 3.4 years.
Historically, 60% of months were positive and 40% 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% | -3.43% | 13.94% | 6.42% | 0.82% | 9.42% | ||||||
| 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 3.74%, 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 120.79% of S&P 500 Index gains and 100.80% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.74% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.74%
- Beta
- 1.19
- R²
- 0.72
- Upside Capture
- 120.79%
- Downside Capture
- 100.80%
Expense Ratio
LFGIX has an expense ratio of 0.80%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LFGIX ranks 14 for risk / return — in the bottom 14% 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 S&P 500 Index.
| LFGIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 2.39 | -1.23 |
Sortino ratioReturn per unit of downside risk | 1.60 | 3.25 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.43 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 3.11 | -1.97 |
Martin ratioReturn relative to average drawdown | 3.11 | 14.38 | -11.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 | $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.
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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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -46.15%Dec 2022 | 1y 1mo | 1y 10mo | 2y 11moNov 2021 - Oct 2024 |
COVID crash2020 | -30.88%Mar 2020 | 25d | 1mo 26d | 2mo 21dFeb 2020 - May 2020 |
2025 selloff2025 | -29.57%Apr 2025 | 1mo 15d | 3mo 18d | 5mo 3dFeb 2025 - Jul 2025 |
2026 bear market2026 | -21.60%Mar 2026 | 5mo 1d | 1mo 15d | 6mo 16dOct 2025 - May 2026 |
2021 correction2021 | -16.34%Mar 2021 | 20d | 4mo 17d | 5mo 7dFeb 2021 - Jul 2021 |
Drawdown Indicators
| LFGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.15% | -56.78% | +10.63% |
Max Drawdown (1Y)Largest decline over 1 year | -21.60% | -9.10% | -12.50% |
Max Drawdown (3Y)Largest decline over 3 years | -29.57% | -18.90% | -10.67% |
Max Drawdown (5Y)Largest decline over 5 years | -46.15% | -25.43% | -20.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -14.39% | -10.72% | -3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.89% | 1.97% | +5.92% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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