LADYX vs. VFTNX
Compare and contrast key facts about Lord Abbett Developing Growth Fund Class I (LADYX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Performance
LADYX vs. VFTNX - Performance Comparison
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LADYX vs. VFTNX - 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% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | -7.51% | 17.32% | 26.01% | 31.77% | -24.20% | 27.76% | 22.62% | 33.96% | -3.41% | 24.19% |
Returns By Period
In the year-to-date period, LADYX achieves a -0.44% return, which is significantly higher than VFTNX's -7.51% return. Over the past 10 years, LADYX has underperformed VFTNX with an annualized return of 12.28%, while VFTNX has yielded a comparatively higher 14.26% 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%
VFTNX
- 1D
- 3.30%
- 1M
- -5.53%
- YTD
- -7.51%
- 6M
- -5.69%
- 1Y
- 15.11%
- 3Y*
- 17.94%
- 5Y*
- 10.46%
- 10Y*
- 14.26%
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LADYX vs. VFTNX - Expense Ratio Comparison
LADYX has a 0.67% expense ratio, which is higher than VFTNX's 0.12% expense ratio.
Return for Risk
LADYX vs. VFTNX — Risk / Return Rank
LADYX
VFTNX
LADYX vs. VFTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Developing Growth Fund Class I (LADYX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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 | VFTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.81 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.28 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.33 | +1.21 |
Martin ratioReturn relative to average drawdown | 9.13 | 5.18 | +3.95 |
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 | VFTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.81 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.57 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.75 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.35 | 0.00 |
Correlation
The correlation between LADYX and VFTNX is 0.81, 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. VFTNX - Dividend Comparison
LADYX has not paid dividends to shareholders, while VFTNX's dividend yield for the trailing twelve months is around 1.02%.
| 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% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.02% | 0.90% | 1.01% | 1.12% | 1.37% | 0.95% | 1.23% | 1.46% | 1.81% | 1.49% | 1.82% | 1.60% |
Drawdowns
LADYX vs. VFTNX - Drawdown Comparison
The maximum LADYX drawdown since its inception was -60.18%, smaller than the maximum VFTNX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for LADYX and VFTNX.
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Drawdown Indicators
| LADYX | VFTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.18% | -64.04% | +3.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.67% | -12.17% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -50.98% | -29.11% | -21.87% |
Max Drawdown (10Y)Largest decline over 10 years | -54.05% | -34.22% | -19.83% |
Current DrawdownCurrent decline from peak | -20.61% | -8.92% | -11.69% |
Average DrawdownAverage peak-to-trough decline | -20.22% | -15.80% | -4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 3.12% | +0.95% |
Volatility
LADYX vs. VFTNX - Volatility Comparison
Lord Abbett Developing Growth Fund Class I (LADYX) has a higher volatility of 12.64% compared to Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) at 5.93%. This indicates that LADYX's price experiences larger fluctuations and is considered to be riskier than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LADYX | VFTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.64% | 5.93% | +6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 10.55% | +10.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.61% | 19.56% | +9.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.53% | 18.35% | +9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.00% | 19.03% | +7.97% |