LADYX vs. EMCAX
Compare and contrast key facts about Lord Abbett Developing Growth Fund Class I (LADYX) and Empiric 2500 Fund (EMCAX).
LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997. EMCAX is managed by Empiric Funds. It was launched on Nov 6, 1995.
Performance
LADYX vs. EMCAX - Performance Comparison
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LADYX vs. EMCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
EMCAX Empiric 2500 Fund | -0.57% | 2.37% | 13.89% | 12.43% | -16.06% | 16.07% | 27.81% | 19.10% | -4.64% | 21.82% |
Returns By Period
In the year-to-date period, LADYX achieves a -0.44% return, which is significantly higher than EMCAX's -0.57% return. Over the past 10 years, LADYX has outperformed EMCAX with an annualized return of 12.28%, while EMCAX has yielded a comparatively lower 9.61% annualized return.
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
EMCAX
- 1D
- 2.60%
- 1M
- -6.15%
- YTD
- -0.57%
- 6M
- -1.03%
- 1Y
- 6.53%
- 3Y*
- 8.52%
- 5Y*
- 2.22%
- 10Y*
- 9.61%
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LADYX vs. EMCAX - Expense Ratio Comparison
LADYX has a 0.67% expense ratio, which is lower than EMCAX's 1.96% expense ratio.
Return for Risk
LADYX vs. EMCAX — Risk / Return Rank
LADYX
EMCAX
LADYX vs. EMCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Developing Growth Fund Class I (LADYX) and Empiric 2500 Fund (EMCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LADYX | EMCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.41 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.91 | 0.72 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.09 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 0.74 | +1.79 |
Martin ratioReturn relative to average drawdown | 9.13 | 3.00 | +6.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LADYX | EMCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.41 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.12 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.48 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.44 | -0.09 |
Correlation
The correlation between LADYX and EMCAX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LADYX vs. EMCAX - Dividend Comparison
LADYX has not paid dividends to shareholders, while EMCAX's dividend yield for the trailing twelve months is around 0.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
EMCAX Empiric 2500 Fund | 0.13% | 0.13% | 0.13% | 0.00% | 0.00% | 0.51% | 7.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LADYX vs. EMCAX - Drawdown Comparison
The maximum LADYX drawdown since its inception was -60.18%, which is greater than EMCAX's maximum drawdown of -51.81%. Use the drawdown chart below to compare losses from any high point for LADYX and EMCAX.
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Drawdown Indicators
| LADYX | EMCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.18% | -51.81% | -8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.67% | -10.15% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -50.98% | -30.60% | -20.38% |
Max Drawdown (10Y)Largest decline over 10 years | -54.05% | -42.79% | -11.26% |
Current DrawdownCurrent decline from peak | -20.61% | -6.22% | -14.39% |
Average DrawdownAverage peak-to-trough decline | -20.22% | -13.33% | -6.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 2.50% | +1.57% |
Volatility
LADYX vs. EMCAX - Volatility Comparison
Lord Abbett Developing Growth Fund Class I (LADYX) has a higher volatility of 12.64% compared to Empiric 2500 Fund (EMCAX) at 5.42%. This indicates that LADYX's price experiences larger fluctuations and is considered to be riskier than EMCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LADYX | EMCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.64% | 5.42% | +7.22% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 10.49% | +10.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.61% | 17.50% | +11.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.53% | 18.18% | +9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.00% | 20.21% | +6.79% |