LAGWX vs. LBNDX
Compare and contrast key facts about Lord Abbett Developing Growth Fund (LAGWX) and Lord Abbett Bond Debenture Fund (LBNDX).
LAGWX is managed by Lord Abbett. It was launched on Oct 10, 1973. LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971.
Performance
LAGWX vs. LBNDX - Performance Comparison
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LAGWX vs. LBNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGWX Lord Abbett Developing Growth Fund | -0.55% | 14.37% | 21.89% | 8.50% | -36.09% | -2.77% | 72.40% | 31.47% | 4.52% | 29.92% |
LBNDX Lord Abbett Bond Debenture Fund | -1.34% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 7.65% | 13.40% | -3.76% | 9.23% |
Returns By Period
In the year-to-date period, LAGWX achieves a -0.55% return, which is significantly higher than LBNDX's -1.34% return. Over the past 10 years, LAGWX has outperformed LBNDX with an annualized return of 11.97%, while LBNDX has yielded a comparatively lower 4.33% annualized return.
LAGWX
- 1D
- 6.25%
- 1M
- -5.45%
- YTD
- -0.55%
- 6M
- 1.15%
- 1Y
- 38.23%
- 3Y*
- 11.57%
- 5Y*
- -2.04%
- 10Y*
- 11.97%
LBNDX
- 1D
- 0.57%
- 1M
- -2.74%
- YTD
- -1.34%
- 6M
- -0.02%
- 1Y
- 5.80%
- 3Y*
- 5.92%
- 5Y*
- 1.30%
- 10Y*
- 4.33%
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LAGWX vs. LBNDX - Expense Ratio Comparison
LAGWX has a 0.93% expense ratio, which is higher than LBNDX's 0.77% expense ratio.
Return for Risk
LAGWX vs. LBNDX — Risk / Return Rank
LAGWX
LBNDX
LAGWX vs. LBNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Developing Growth Fund (LAGWX) and Lord Abbett Bond Debenture Fund (LBNDX). 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.
| LAGWX | LBNDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.39 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.92 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.59 | +0.91 |
Martin ratioReturn relative to average drawdown | 9.02 | 5.89 | +3.13 |
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
| LAGWX | LBNDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.39 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.28 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.86 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.09 | -0.61 |
Correlation
The correlation between LAGWX and LBNDX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LAGWX vs. LBNDX - Dividend Comparison
LAGWX has not paid dividends to shareholders, while LBNDX's dividend yield for the trailing twelve months is around 5.57%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAGWX Lord Abbett Developing Growth Fund | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 12.60% | 9.67% | 22.87% | 33.87% | 0.00% | 0.00% | 10.03% |
LBNDX Lord Abbett Bond Debenture Fund | 5.57% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
Drawdowns
LAGWX vs. LBNDX - Drawdown Comparison
The maximum LAGWX drawdown since its inception was -60.31%, which is greater than LBNDX's maximum drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for LAGWX and LBNDX.
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Drawdown Indicators
| LAGWX | LBNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.31% | -26.67% | -33.64% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -4.08% | -10.64% |
Max Drawdown (5Y)Largest decline over 5 years | -51.25% | -17.33% | -33.92% |
Max Drawdown (10Y)Largest decline over 10 years | -54.38% | -19.77% | -34.61% |
Current DrawdownCurrent decline from peak | -21.67% | -3.27% | -18.40% |
Average DrawdownAverage peak-to-trough decline | -17.11% | -3.53% | -13.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 1.10% | +2.97% |
Volatility
LAGWX vs. LBNDX - Volatility Comparison
Lord Abbett Developing Growth Fund (LAGWX) has a higher volatility of 12.67% compared to Lord Abbett Bond Debenture Fund (LBNDX) at 1.88%. This indicates that LAGWX's price experiences larger fluctuations and is considered to be riskier than LBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAGWX | LBNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.67% | 1.88% | +10.79% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 2.86% | +18.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.57% | 4.42% | +24.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 4.63% | +22.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.01% | 5.02% | +21.99% |