LAGWX vs. FECGX

In the year-to-date period, LAGWX achieves a -8.92% return, which is significantly lower than FECGX's -6.03% return.

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LAGWX has a 0.93% expense ratio, which is higher than FECGX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Developing Growth Fund (LAGWX) and Fidelity Small Cap Growth Index Fund (FECGX). 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.

The current LAGWX Sharpe Ratio is 0.00, which is lower than the FECGX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of LAGWX and FECGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LAGWX's dividend yield for the trailing twelve months is around 0.03%, less than FECGX's 1.33% yield.

The maximum LAGWX drawdown since its inception was -60.31%, which is greater than FECGX's maximum drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for LAGWX and FECGX.

The current volatility for Lord Abbett Developing Growth Fund (LAGWX) is 5.56%, while Fidelity Small Cap Growth Index Fund (FECGX) has a volatility of 6.75%. This indicates that LAGWX experiences smaller price fluctuations and is considered to be less risky than FECGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.