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Lord Abbett Growth Leaders Fund Class A (LGLAX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

CUSIP
543915326
Inception Date
Jun 30, 2011
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Lord Abbett Growth Leaders Fund Class A, 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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S&P 500 Index

Returns By Period

Lord Abbett Growth Leaders Fund Class A (LGLAX) has returned -14.60% so far this year and 14.93% over the past 12 months. Looking at the last ten years, LGLAX has achieved an annualized return of 15.01%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Lord Abbett Growth Leaders Fund Class A

1D
-1.80%
1M
-9.23%
YTD
-14.60%
6M
-17.52%
1Y
14.93%
3Y*
20.18%
5Y*
5.62%
10Y*
15.01%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 29, 2011, LGLAX's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, your investment would double in approximately 4.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +15.8%, while the worst month was Apr 2022 at -13.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LGLAX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.2%, while the worst single day was Mar 16, 2020 at -12.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.71%-4.28%-9.23%-14.60%
20254.70%-6.87%-11.44%4.63%10.50%8.69%3.61%2.07%4.85%3.03%-5.07%-1.25%16.20%
20245.75%9.20%1.91%-5.90%5.22%6.62%-4.63%3.77%3.73%2.52%12.03%-1.30%44.60%
20236.76%-2.94%6.09%-1.59%5.38%7.21%3.73%-1.35%-6.90%-3.29%13.70%3.85%32.97%
2022-12.49%-3.21%2.61%-13.77%-4.02%-7.51%10.55%-3.76%-9.28%2.48%1.51%-8.49%-38.87%
20210.09%1.18%-5.08%5.47%-4.21%5.44%3.59%3.53%-5.39%11.11%-1.13%-5.10%8.32%

Benchmark Metrics

Lord Abbett Growth Leaders Fund Class A has an annualized alpha of 1.51%, beta of 1.16, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since June 30, 2011.

  • This fund captured 113.25% of S&P 500 Index gains and 101.98% of its losses — amplifying both gains and losses, but participating more in upside than downside.

Alpha
1.51%
Beta
1.16
0.78
Upside Capture
113.25%
Downside Capture
101.98%

Expense Ratio

LGLAX has an expense ratio of 0.90%, placing it in the medium range.


Return for Risk

Risk / Return Rank

LGLAX ranks 18 for risk / return — in the bottom 18% 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.


LGLAX Risk / Return Rank: 1818
Overall Rank
LGLAX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
LGLAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
LGLAX Omega Ratio Rank: 2020
Omega Ratio Rank
LGLAX Calmar Ratio Rank: 1717
Calmar Ratio Rank
LGLAX Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund Class A (LGLAX) and compare them to a chosen benchmark (S&P 500 Index).


LGLAXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.54

0.90

-0.36

Sortino ratio

Return per unit of downside risk

0.92

1.39

-0.47

Omega ratio

Gain probability vs. loss probability

1.13

1.21

-0.09

Calmar ratio

Return relative to maximum drawdown

0.52

1.40

-0.88

Martin ratio

Return relative to average drawdown

1.61

6.61

-4.99

Explore LGLAX 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 Growth Leaders Fund Class A provided a 2.46% dividend yield over the last twelve months, with an annual payout of $1.13 per share.


0.00%5.00%10.00%15.00%20.00%25.00%$0.00$2.00$4.00$6.00$8.00$10.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.13$1.13$0.00$0.00$0.00$10.00$4.37$2.34$4.65$1.83$0.00$1.10

Dividend yield

2.46%2.10%0.00%0.00%0.00%24.88%9.57%8.23%20.27%6.56%0.00%4.89%

Monthly Dividends

The table displays the monthly dividend distributions for Lord Abbett Growth Leaders Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$1.13$1.13
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$10.00$0.00$10.00

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 Growth Leaders Fund Class A. 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 Growth Leaders Fund Class A was 46.11%, occurring on Dec 28, 2022. Recovery took 467 trading sessions.

The current Lord Abbett Growth Leaders Fund Class A drawdown is 21.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.11%Nov 22, 2021277Dec 28, 2022467Nov 6, 2024744
-30.39%Feb 20, 202018Mar 16, 202046May 20, 202064
-29.29%Feb 18, 202534Apr 4, 202570Jul 17, 2025104
-26.91%Oct 1, 201859Dec 24, 201889May 3, 2019148
-21.1%Oct 30, 2025103Mar 30, 2026

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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