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ISIN
US54400R1032
CUSIP
54400R103
Inception Date
Aug 1, 1995
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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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.94%0.71%-4.76%12.63%6.71%0.55%16.99%
20257.02%-9.69%-10.86%7.33%11.99%5.98%2.41%3.37%4.72%0.52%-4.71%-2.70%13.38%
20243.20%9.85%1.77%-5.99%1.62%2.20%-3.30%4.26%4.86%3.29%13.88%-6.66%30.74%
20236.06%-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
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.


LMGAX Risk / Return Rank: 1717
Overall Rank
LMGAX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
LMGAX Sortino Ratio Rank: 1616
Sortino Ratio Rank
LMGAX Omega Ratio Rank: 1616
Omega Ratio Rank
LMGAX Calmar Ratio Rank: 2121
Calmar Ratio Rank
LMGAX Martin Ratio Rank: 1818
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 Opportunities Fund (LMGAX) and compare them to S&P 500 Index.


LMGAXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.16

2.24

-1.08

Sortino ratio

Return per unit of downside risk

1.64

3.07

-1.43

Omega ratio

Gain probability vs. loss probability

1.21

1.41

-0.20

Calmar ratio

Return relative to maximum drawdown

1.69

2.93

-1.24

Martin ratio

Return relative to average drawdown

4.84

13.52

-8.68

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.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


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$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 4mo4y 10mo
7y 2moMar 2000 - May 2007
Financial crisis2007–2009
-49.80%Mar 2009
1y 4mo1y 1mo
2y 5moNov 2007 - Apr 2010
2023 bear market2023
-42.72%Oct 2023
1y 11mo1y 3mo
3y 3moNov 2021 - Feb 2025
COVID crash2020
-35.82%Mar 2020
1mo 2d3mo 15d
4mo 17dFeb 2020 - Jul 2020
1998 bear market1998
-32.57%Oct 1998
5mo 18d2mo 29d
8mo 17dApr 1998 - Jan 1999

Drawdown Indicators


LMGAXBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-12.79%

-10.72%

-2.07%

Ulcer Index

Depth 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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Portfolio Analyzer

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