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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

LGLAX Performance Chart

Lord Abbett Growth Leaders Fund Class A (LGLAX) is up 9.3% since the beginning of the year. LGLAX is currently trading at $59 per share. Investors who bought $1,000 worth of LGLAX shares 5 years ago would now be looking at an investment worth $1,636.


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S&P 500 Index

Returns By Period

Lord Abbett Growth Leaders Fund Class A (LGLAX) has returned 9.30% so far this year and 24.74% over the past 12 months. Looking at the last ten years, LGLAX has achieved an annualized return of 17.93%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Lord Abbett Growth Leaders Fund Class A

1D
2.48%
1M
3.05%
YTD
9.30%
6M
7.91%
1Y
24.74%
3Y*
26.47%
5Y*
10.35%
10Y*
17.93%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LGLAX Monthly Returns History

Based on dividend-adjusted daily data since Jun 29, 2011, LGLAX's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 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%-4.66%13.89%6.95%0.03%9.30%
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 1.73%, beta of 1.17, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since June 29, 2011.

  • This fund captured 114.05% of S&P 500 Index gains and 100.84% of its losses - amplifying both gains and losses, but participating more in upside than downside.

Alpha
1.73%
Beta
1.17
0.78
Upside Capture
114.05%
Downside Capture
100.84%

Expense Ratio

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


Return for Risk

Risk / Return Rank

LGLAX 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.


LGLAX Risk / Return Rank: 1414
Overall Rank
LGLAX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
LGLAX Sortino Ratio Rank: 1515
Sortino Ratio Rank
LGLAX Omega Ratio Rank: 1616
Omega Ratio Rank
LGLAX Calmar Ratio Rank: 1313
Calmar Ratio Rank
LGLAX Martin Ratio Rank: 1212
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LGLAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.25

Omega ratioGain probability vs. loss probability

1.20

1.37

-0.17

Calmar ratioReturn relative to maximum drawdown

1.13

2.78

-1.65

Martin ratioReturn relative to average drawdown

3.23

12.44

-9.21

Dividends

Dividend History

Lord Abbett Growth Leaders Fund Class A provided a 1.92% 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

1.92%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$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 0.94%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-46.11%Dec 2022
1y 1mo1y 10mo
2y 11moNov 2021 - Nov 2024
COVID crash2020
-30.39%Mar 2020
25d2mo 5d
3moFeb 2020 - May 2020
2025 selloff2025
-29.29%Apr 2025
1mo 15d3mo 14d
4mo 29dFeb 2025 - Jul 2025
Rate-hike selloffLate 2018
-26.91%Dec 2018
2mo 24d4mo 10d
7mo 4dOct 2018 - May 2019
2026 bear market2026
-21.10%Mar 2026
5mo 1d1mo 15d
6mo 16dOct 2025 - May 2026

Drawdown Indicators


LGLAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-46.11%

-56.78%

+10.67%

Max Drawdown (1Y)

Largest decline over 1 year

-21.10%

-9.10%

-12.00%

Max Drawdown (3Y)

Largest decline over 3 years

-29.29%

-18.90%

-10.39%

Max Drawdown (5Y)

Largest decline over 5 years

-46.11%

-25.43%

-20.68%

Max Drawdown (10Y)

Largest decline over 10 years

-46.11%

-33.92%

-12.19%

Current Drawdown

Current decline from peak

-0.94%

-1.80%

+0.86%

Average Drawdown

Average peak-to-trough decline

-9.42%

-10.71%

+1.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.36%

2.03%

+5.33%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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