LBFFX vs. LGLIX
Compare and contrast key facts about Lord Abbett Convertible Fund Class F (LBFFX) and Lord Abbett Growth Leaders Fund (LGLIX).
LBFFX is managed by Lord Abbett. LGLIX is managed by Lord Abbett. It was launched on Jun 30, 2011.
Performance
LBFFX vs. LGLIX - Performance Comparison
Loading graphics...
LBFFX vs. LGLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
LGLIX Lord Abbett Growth Leaders Fund | -14.54% | 16.49% | 44.97% | 33.29% | -38.73% | 8.62% | 77.55% | 35.02% | -1.08% | 31.64% |
Returns By Period
In the year-to-date period, LBFFX achieves a 1.71% return, which is significantly higher than LGLIX's -14.54% return. Over the past 10 years, LBFFX has underperformed LGLIX with an annualized return of 11.61%, while LGLIX has yielded a comparatively higher 15.30% annualized return.
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
LGLIX
- 1D
- -1.78%
- 1M
- -9.21%
- YTD
- -14.54%
- 6M
- -17.40%
- 1Y
- 15.24%
- 3Y*
- 20.47%
- 5Y*
- 5.89%
- 10Y*
- 15.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LBFFX vs. LGLIX - Expense Ratio Comparison
LBFFX has a 0.93% expense ratio, which is higher than LGLIX's 0.64% expense ratio.
Return for Risk
LBFFX vs. LGLIX — Risk / Return Rank
LBFFX
LGLIX
LBFFX vs. LGLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund Class F (LBFFX) and Lord Abbett Growth Leaders Fund (LGLIX). 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.
| LBFFX | LGLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.55 | +1.26 |
Sortino ratioReturn per unit of downside risk | 2.44 | 0.93 | +1.51 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.13 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 0.54 | +2.91 |
Martin ratioReturn relative to average drawdown | 12.36 | 1.66 | +10.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LBFFX | LGLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.55 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.23 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.62 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.62 | -0.02 |
Correlation
The correlation between LBFFX and LGLIX is 0.88, 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
LBFFX vs. LGLIX - Dividend Comparison
LBFFX's dividend yield for the trailing twelve months is around 1.47%, less than LGLIX's 2.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
LGLIX Lord Abbett Growth Leaders Fund | 2.33% | 1.99% | 0.00% | 0.00% | 0.00% | 23.83% | 9.27% | 8.01% | 19.82% | 6.46% | 0.00% | 4.84% |
Drawdowns
LBFFX vs. LGLIX - Drawdown Comparison
The maximum LBFFX drawdown since its inception was -41.13%, smaller than the maximum LGLIX drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for LBFFX and LGLIX.
Loading graphics...
Drawdown Indicators
| LBFFX | LGLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.13% | -45.95% | +4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.07% | -21.01% | +13.94% |
Max Drawdown (5Y)Largest decline over 5 years | -30.86% | -45.95% | +15.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -45.95% | +12.34% |
Current DrawdownCurrent decline from peak | -7.07% | -21.01% | +13.94% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -9.38% | -1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 6.80% | -4.83% |
Volatility
LBFFX vs. LGLIX - Volatility Comparison
The current volatility for Lord Abbett Convertible Fund Class F (LBFFX) is 5.98%, while Lord Abbett Growth Leaders Fund (LGLIX) has a volatility of 7.99%. This indicates that LBFFX experiences smaller price fluctuations and is considered to be less risky than LGLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LBFFX | LGLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 7.99% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 16.46% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 26.65% | -12.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.86% | 25.79% | -12.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 24.65% | -11.15% |