Lord Abbett Growth Leaders Fund (LGLIX)

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The chart shows the growth of an initial investment of $10,000 in Lord Abbett Growth Leaders Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Lord Abbett Growth Leaders Fund (LGLIX) has returned -14.54% so far this year and 15.24% over the past 12 months. Looking at the last ten years, LGLIX has achieved an annualized return of 15.30%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jun 29, 2011, LGLIX's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, your investment would double in approximately 4.6 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%.

Lord Abbett Growth Leaders Fund has an annualized alpha of 1.77%, 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 114.17% of S&P 500 Index gains and 101.58% of its losses — amplifying both gains and losses, but participating more in upside than downside.

LGLIX has an expense ratio of 0.64%, placing it in the medium range.

LGLIX ranks 19 for risk / return — in the bottom 19% 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.

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

Lord Abbett Growth Leaders Fund provided a 2.33% dividend yield over the last twelve months, with an annual payout of $1.13 per share.

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.

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.

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 21.01%.

The chart below shows the rolling one-month volatility.