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Inception Date
Jun 23, 2021
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

LIAGX Performance Chart

Lord Abbett International Growth Fund (LIAGX) is up 26.3% since the beginning of the year. LIAGX is currently trading at $22 per share. Investors who bought $1,000 worth of LIAGX shares 5 years ago would now be looking at an investment worth $1,469.


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S&P 500 Index

Returns By Period

Lord Abbett International Growth Fund (LIAGX) has returned 26.27% so far this year and 37.06% over the past 12 months.


Lord Abbett International Growth Fund

1D
-5.37%
1M
4.43%
YTD
26.27%
6M
26.05%
1Y
37.06%
3Y*
21.33%
5Y*
7.99%
10Y*

Benchmark (S&P 500 Index)

1D
-0.10%
1M
-1.54%
YTD
7.49%
6M
6.15%
1Y
20.78%
3Y*
19.17%
5Y*
11.44%
10Y*
13.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LIAGX Monthly Returns History

Based on dividend-adjusted daily data since Jun 24, 2021, LIAGX's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +15.5%, while the worst month was Mar 2026 at -10.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LIAGX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +7.6%, while the worst single day was Jun 5, 2026 at -6.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.80%4.21%-10.16%15.52%7.89%0.37%26.27%
20254.64%0.83%-3.71%4.29%5.82%5.05%-1.60%1.63%4.07%3.37%-2.06%0.80%25.09%
20241.03%6.42%2.94%-4.57%4.72%1.93%-0.42%3.17%1.30%-4.18%0.21%-2.86%9.43%
20239.36%-4.24%5.81%0.49%-1.22%3.72%1.11%-4.17%-6.49%-3.60%10.57%5.05%15.73%
2022-9.64%-4.61%-0.69%-7.48%-1.33%-6.68%5.16%-5.43%-9.20%2.41%13.71%-4.33%-26.63%
2021-0.59%0.60%2.18%-6.02%4.34%-2.84%2.78%0.07%

Benchmark Metrics

Lord Abbett International Growth Fund has an annualized alpha of -1.99%, beta of 0.93, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since June 24, 2021.

  • This fund participated in 103.67% of S&P 500 Index downside but only 89.38% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.93 and R2 of 0.66, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.99%
Beta
0.93
0.66
Upside Capture
89.38%
Downside Capture
103.67%

Expense Ratio

LIAGX has an expense ratio of 0.81%, placing it in the medium range.


Return for Risk

Risk / Return Rank

LIAGX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


LIAGX Risk / Return Rank: 5050
Overall Rank
LIAGX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
LIAGX Sortino Ratio Rank: 3939
Sortino Ratio Rank
LIAGX Omega Ratio Rank: 4646
Omega Ratio Rank
LIAGX Calmar Ratio Rank: 6161
Calmar Ratio Rank
LIAGX Martin Ratio Rank: 6161
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 International Growth Fund (LIAGX) 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.


LIAGXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

-0.01

Omega ratioGain probability vs. loss probability

1.32

1.30

+0.02

Calmar ratioReturn relative to maximum drawdown

2.74

2.29

+0.45

Martin ratioReturn relative to average drawdown

10.72

10.15

+0.57

Dividends

Dividend History

Lord Abbett International Growth Fund provided a 0.30% dividend yield over the last twelve months, with an annual payout of $0.07 per share.


0.40%0.50%0.60%0.70%0.80%0.90%$0.00$0.02$0.04$0.06$0.08$0.102022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.07$0.07$0.07$0.09$0.10

Dividend yield

0.30%0.38%0.48%0.71%0.89%

Monthly Dividends

The table displays the monthly dividend distributions for Lord Abbett International Growth Fund. 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$0.07$0.07
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.07
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2022$0.10$0.10

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 International 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 International Growth Fund was 37.87%, occurring on Oct 14, 2022. Recovery took 654 trading sessions.

The current Lord Abbett International Growth Fund drawdown is 5.37%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-37.87%Oct 2022
1y 1mo2y 7mo
3y 8moSep 2021 - May 2025
2026 correction2026
-14.56%Mar 2026
1mo 2d15d
1mo 17dFeb 2026 - Apr 2026
2026 pullback2026
-7.93%Jun 2026
7d5d
12dJun 2026 - Jun 2026
2025 pullback2025
-6.81%Nov 2025
16d1mo 16d
2mo 2dNov 2025 - Jan 2026
2026 pullback2026
-6.00%May 2026
5d7d
12dMay 2026 - May 2026

Drawdown Indicators


LIAGXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.87%

-56.78%

+18.91%

Max Drawdown (1Y)

Largest decline over 1 year

-14.56%

-9.10%

-5.46%

Max Drawdown (3Y)

Largest decline over 3 years

-17.11%

-18.90%

+1.79%

Max Drawdown (5Y)

Largest decline over 5 years

-37.87%

-25.43%

-12.44%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.37%

-3.31%

-2.06%

Average Drawdown

Average peak-to-trough decline

-13.11%

-10.71%

-2.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

2.05%

+1.66%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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