LAVLX vs. LADYX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Developing Growth Fund Class I (LADYX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
LAVLX vs. LADYX - Performance Comparison
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LAVLX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 0.27% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
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% |
Returns By Period
In the year-to-date period, LAVLX achieves a 0.27% return, which is significantly higher than LADYX's -0.44% return. Over the past 10 years, LAVLX has underperformed LADYX with an annualized return of 7.96%, while LADYX has yielded a comparatively higher 12.28% annualized return.
LAVLX
- 1D
- 2.17%
- 1M
- -5.71%
- YTD
- 0.27%
- 6M
- 2.35%
- 1Y
- 11.53%
- 3Y*
- 12.04%
- 5Y*
- 7.25%
- 10Y*
- 7.96%
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%
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LAVLX vs. LADYX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than LADYX's 0.67% expense ratio.
Return for Risk
LAVLX vs. LADYX — Risk / Return Rank
LAVLX
LADYX
LAVLX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Developing Growth Fund Class I (LADYX). 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.
| LAVLX | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.36 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.91 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.53 | -1.59 |
Martin ratioReturn relative to average drawdown | 4.03 | 9.13 | -5.10 |
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
| LAVLX | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.36 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.07 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.46 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.35 | +0.23 |
Correlation
The correlation between LAVLX and LADYX is 0.77, 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
LAVLX vs. LADYX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 7.02%, while LADYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 7.02% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
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% |
Drawdowns
LAVLX vs. LADYX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, roughly equal to the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for LAVLX and LADYX.
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Drawdown Indicators
| LAVLX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -60.18% | -0.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -14.67% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -50.98% | +29.22% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -54.05% | +11.89% |
Current DrawdownCurrent decline from peak | -5.71% | -20.61% | +14.90% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -20.22% | +12.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 4.07% | -1.00% |
Volatility
LAVLX vs. LADYX - Volatility Comparison
The current volatility for Lord Abbett Mid Cap Stock Fund (LAVLX) is 4.80%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that LAVLX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 12.64% | -7.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 20.98% | -11.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 28.61% | -11.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 27.53% | -10.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 27.00% | -7.47% |