- ISIN
- US5439152845
- Issuer
- Lord Abbett
- Inception Date
- Jun 30, 2011
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
LGLIX Performance Chart
Lord Abbett Growth Leaders Fund (LGLIX) is up 9.4% since the beginning of the year. LGLIX is currently trading at $62 per share. Investors who bought $1,000 worth of LGLIX shares 5 years ago would now be looking at an investment worth $1,656.
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Returns By Period
Lord Abbett Growth Leaders Fund (LGLIX) has returned 9.43% so far this year and 25.06% over the past 12 months. Looking at the last ten years, LGLIX has achieved an annualized return of 18.22%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Lord Abbett Growth Leaders Fund
- 1D
- 2.48%
- 1M
- 3.07%
- YTD
- 9.43%
- 6M
- 8.06%
- 1Y
- 25.06%
- 3Y*
- 26.79%
- 5Y*
- 10.62%
- 10Y*
- 18.22%
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%
LGLIX Monthly Returns History
Based on dividend-adjusted daily data since Jun 29, 2011, LGLIX's average daily return is +0.07%, while the average monthly return is +1.37%. At this rate, an investment would double in approximately 4.2 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, LGLIX 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.69% | -4.25% | -4.66% | 13.92% | 6.98% | 0.05% | 9.43% | ||||||
| 2025 | 4.73% | -6.88% | -11.41% | 4.68% | 10.48% | 8.74% | 3.63% | 2.09% | 4.85% | 3.06% | -5.06% | -1.22% | 16.49% |
| 2024 | 5.78% | 9.24% | 1.92% | -5.87% | 5.24% | 6.63% | -4.60% | 3.79% | 3.77% | 2.53% | 12.07% | -1.29% | 44.97% |
| 2023 | 6.77% | -2.88% | 6.11% | -1.63% | 5.43% | 7.23% | 3.75% | -1.32% | -6.89% | -3.23% | 13.71% | 3.85% | 33.29% |
| 2022 | -12.49% | -3.19% | 2.64% | -13.76% | -4.00% | -7.48% | 10.55% | -3.75% | -9.25% | 2.52% | 1.52% | -8.47% | -38.73% |
| 2021 | 0.11% | 1.21% | -5.06% | 5.49% | -4.20% | 5.45% | 3.62% | 3.55% | -5.38% | 11.15% | -1.08% | -5.07% | 8.62% |
Benchmark Metrics
Lord Abbett Growth Leaders Fund has an annualized alpha of 2.00%, 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 114.96% of S&P 500 Index gains and 100.43% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- 2.00%
- Beta
- 1.17
- R²
- 0.78
- Upside Capture
- 114.96%
- Downside Capture
- 100.43%
Expense Ratio
LGLIX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LGLIX 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 Growth Leaders Fund (LGLIX) 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.
| LGLIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.78 | -1.63 |
| Martin ratioReturn relative to average drawdown | 3.29 | 12.44 | -9.15 |
Dividends
Dividend History
Lord Abbett Growth Leaders Fund provided a 1.82% dividend yield over the last twelve months, with an annual payout of $1.13 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1.82% | 1.99% | 0.00% | 0.00% | 0.00% | 23.83% | 9.27% | 8.01% | 19.82% | 6.46% | 0.00% | 4.84% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Growth Leaders 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 | $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. 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 was 45.95%, occurring on Dec 28, 2022. Recovery took 467 trading sessions.
The current Lord Abbett Growth Leaders Fund drawdown is 0.94%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -45.95%Dec 2022 | 1y 1mo | 1y 10mo | 2y 11moNov 2021 - Nov 2024 |
COVID crash2020 | -30.36%Mar 2020 | 25d | 2mo 5d | 3moFeb 2020 - May 2020 |
2025 selloff2025 | -29.25%Apr 2025 | 1mo 15d | 3mo 14d | 4mo 29dFeb 2025 - Jul 2025 |
Rate-hike selloffLate 2018 | -26.85%Dec 2018 | 2mo 24d | 4mo 10d | 7mo 4dOct 2018 - May 2019 |
2026 bear market2026 | -21.01%Mar 2026 | 5mo 1d | 1mo 15d | 6mo 16dOct 2025 - May 2026 |
Drawdown Indicators
| LGLIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.95% | -56.78% | +10.83% |
Max Drawdown (1Y)Largest decline over 1 year | -21.01% | -9.10% | -11.91% |
Max Drawdown (3Y)Largest decline over 3 years | -29.25% | -18.90% | -10.35% |
Max Drawdown (5Y)Largest decline over 5 years | -45.95% | -25.43% | -20.52% |
Max Drawdown (10Y)Largest decline over 10 years | -45.95% | -33.92% | -12.03% |
Current DrawdownCurrent decline from peak | -0.94% | -1.80% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -10.71% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 2.03% | +5.29% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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