LGLIX vs. FTRNX

In the year-to-date period, LGLIX achieves a 51.18% return, which is significantly higher than FTRNX's 27.69% return. Over the past 10 years, LGLIX has underperformed FTRNX with an annualized return of 8.80%, while FTRNX has yielded a comparatively higher 12.16% annualized return.

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LGLIX has a 0.64% expense ratio, which is lower than FTRNX's 0.73% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) and Fidelity Trend Fund (FTRNX). 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 LGLIX Sharpe Ratio is 2.26, which is higher than the FTRNX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of LGLIX and FTRNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither LGLIX nor FTRNX has paid dividends to shareholders.

The maximum LGLIX drawdown since its inception was -55.73%, roughly equal to the maximum FTRNX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for LGLIX and FTRNX. For additional features, visit the drawdowns tool.

The current volatility for Lord Abbett Growth Leaders Fund (LGLIX) is 7.07%, while Fidelity Trend Fund (FTRNX) has a volatility of 13.91%. This indicates that LGLIX experiences smaller price fluctuations and is considered to be less risky than FTRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.