- ISIN
- US54400R1032
- CUSIP
- 54400R103
- Issuer
- Lord Abbett
- Inception Date
- Aug 1, 1995
- Category
- Mid Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
LMGAX Performance Chart
Lord Abbett Growth Opportunities Fund (LMGAX) is up 17.0% since the beginning of the year. LMGAX is currently trading at $31 per share. Investors who bought $1,000 worth of LMGAX shares 5 years ago would now be looking at an investment worth $1,408.
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Returns By Period
Lord Abbett Growth Opportunities Fund (LMGAX) has returned 16.99% so far this year and 26.17% over the past 12 months. Over the last ten years, LMGAX has returned 12.07% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Lord Abbett Growth Opportunities Fund
- 1D
- 0.45%
- 1M
- 5.69%
- YTD
- 16.99%
- 6M
- 14.29%
- 1Y
- 26.17%
- 3Y*
- 21.39%
- 5Y*
- 7.08%
- 10Y*
- 12.07%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
LMGAX Monthly Returns History
Based on dividend-adjusted daily data since Jul 28, 1995, LMGAX's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 62% of months were positive and 38% were negative. The best month was Oct 2011 with a return of +17.3%, while the worst month was Oct 2008 at -17.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 8 months.
On a daily basis, LMGAX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -13.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.94% | 0.71% | -4.76% | 12.63% | 6.71% | 0.55% | 16.99% | ||||||
| 2025 | 7.02% | -9.69% | -10.86% | 7.33% | 11.99% | 5.98% | 2.41% | 3.37% | 4.72% | 0.52% | -4.71% | -2.70% | 13.38% |
| 2024 | 3.20% | 9.85% | 1.77% | -5.99% | 1.62% | 2.20% | -3.30% | 4.26% | 4.86% | 3.29% | 13.88% | -6.66% | 30.74% |
| 2023 | 6.06% | -2.59% | 3.37% | -3.26% | 2.16% | 5.74% | 2.10% | -5.02% | -6.65% | -7.30% | 12.75% | 4.92% | 10.80% |
| 2022 | -13.83% | -1.21% | -0.05% | -10.59% | -4.46% | -5.14% | 11.34% | -4.32% | -8.86% | 5.58% | 3.27% | -7.65% | -32.59% |
| 2021 | -1.89% | 3.57% | -3.11% | 5.79% | -3.86% | 5.83% | 2.36% | 2.78% | -4.37% | 5.51% | -4.94% | -0.16% | 6.76% |
Benchmark Metrics
Lord Abbett Growth Opportunities Fund has an annualized alpha of 1.75%, beta of 1.03, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since July 31, 1995.
- This fund captured 110.75% of S&P 500 Index gains and 103.72% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.03 and R2 of 0.78, 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
- 1.75%
- Beta
- 1.03
- R²
- 0.78
- Upside Capture
- 110.75%
- Downside Capture
- 103.72%
Expense Ratio
LMGAX has a high expense ratio of 1.06%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LMGAX ranks 17 for risk / return — in the bottom 17% 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 Opportunities Fund (LMGAX) and compare them to S&P 500 Index.
| LMGAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 2.24 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.64 | 3.07 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.41 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 2.93 | -1.24 |
Martin ratioReturn relative to average drawdown | 4.84 | 13.52 | -8.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Lord Abbett Growth Opportunities Fund provided a 6.48% dividend yield over the last twelve months, with an annual payout of $2.02 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.02 | $2.02 | $0.00 | $0.00 | $0.00 | $4.92 | $4.52 | $1.35 | $1.14 | $1.84 | $0.58 | $2.54 |
Dividend yield | 6.48% | 7.59% | 0.00% | 0.00% | 0.00% | 18.94% | 15.52% | 5.62% | 6.14% | 9.04% | 3.22% | 13.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Growth Opportunities 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 | $2.02 | $2.02 |
| 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 | $0.00 | $4.92 | $4.92 |
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 Opportunities 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 Opportunities Fund was 49.96%, occurring on Jul 23, 2002. Recovery took 1214 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -49.96%Jul 2002 | 2y 4mo | 4y 10mo | 7y 2moMar 2000 - May 2007 |
Financial crisis2007–2009 | -49.80%Mar 2009 | 1y 4mo | 1y 1mo | 2y 5moNov 2007 - Apr 2010 |
2023 bear market2023 | -42.72%Oct 2023 | 1y 11mo | 1y 3mo | 3y 3moNov 2021 - Feb 2025 |
COVID crash2020 | -35.82%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
1998 bear market1998 | -32.57%Oct 1998 | 5mo 18d | 2mo 29d | 8mo 17dApr 1998 - Jan 1999 |
Drawdown Indicators
| LMGAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.96% | -56.78% | +6.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -9.10% | -6.89% |
Max Drawdown (3Y)Largest decline over 3 years | -31.19% | -18.90% | -12.29% |
Max Drawdown (5Y)Largest decline over 5 years | -42.72% | -25.43% | -17.29% |
Max Drawdown (10Y)Largest decline over 10 years | -42.72% | -33.92% | -8.80% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -12.79% | -10.72% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 1.97% | +3.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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