LGLIX vs. LISDX
Compare and contrast key facts about Lord Abbett Growth Leaders Fund (LGLIX) and Lord Abbett Short Duration Tax Free Fund (LISDX).
LGLIX is managed by Lord Abbett. It was launched on Jun 30, 2011. LISDX is managed by Lord Abbett. It was launched on Dec 30, 2008.
Performance
LGLIX vs. LISDX - Performance Comparison
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LGLIX vs. LISDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LISDX Lord Abbett Short Duration Tax Free Fund | -0.18% | 4.44% | 3.11% | 3.14% | -4.38% | 0.55% | 2.18% | 4.43% | 1.30% | 1.91% |
Returns By Period
In the year-to-date period, LGLIX achieves a -14.54% return, which is significantly lower than LISDX's -0.18% return. Over the past 10 years, LGLIX has outperformed LISDX with an annualized return of 15.30%, while LISDX has yielded a comparatively lower 1.51% annualized return.
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%
LISDX
- 1D
- 0.00%
- 1M
- -1.44%
- YTD
- -0.18%
- 6M
- 0.45%
- 1Y
- 3.29%
- 3Y*
- 3.11%
- 5Y*
- 1.27%
- 10Y*
- 1.51%
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LGLIX vs. LISDX - Expense Ratio Comparison
LGLIX has a 0.64% expense ratio, which is higher than LISDX's 0.45% expense ratio.
Return for Risk
LGLIX vs. LISDX — Risk / Return Rank
LGLIX
LISDX
LGLIX vs. LISDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) and Lord Abbett Short Duration Tax Free Fund (LISDX). 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.
| LGLIX | LISDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.83 | -1.28 |
Sortino ratioReturn per unit of downside risk | 0.93 | 2.73 | -1.80 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.59 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 2.15 | -1.61 |
Martin ratioReturn relative to average drawdown | 1.66 | 8.75 | -7.08 |
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
| LGLIX | LISDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.83 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.79 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.86 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.24 | -0.61 |
Correlation
The correlation between LGLIX and LISDX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LGLIX vs. LISDX - Dividend Comparison
LGLIX's dividend yield for the trailing twelve months is around 2.33%, less than LISDX's 3.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LISDX Lord Abbett Short Duration Tax Free Fund | 3.04% | 3.53% | 3.06% | 2.34% | 1.12% | 1.05% | 1.58% | 2.15% | 1.74% | 1.31% | 1.29% | 1.22% |
Drawdowns
LGLIX vs. LISDX - Drawdown Comparison
The maximum LGLIX drawdown since its inception was -45.95%, which is greater than LISDX's maximum drawdown of -6.72%. Use the drawdown chart below to compare losses from any high point for LGLIX and LISDX.
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Drawdown Indicators
| LGLIX | LISDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.95% | -6.72% | -39.23% |
Max Drawdown (1Y)Largest decline over 1 year | -21.01% | -1.72% | -19.29% |
Max Drawdown (5Y)Largest decline over 5 years | -45.95% | -6.72% | -39.23% |
Max Drawdown (10Y)Largest decline over 10 years | -45.95% | -6.72% | -39.23% |
Current DrawdownCurrent decline from peak | -21.01% | -1.44% | -19.57% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -0.81% | -8.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.80% | 0.42% | +6.38% |
Volatility
LGLIX vs. LISDX - Volatility Comparison
Lord Abbett Growth Leaders Fund (LGLIX) has a higher volatility of 7.99% compared to Lord Abbett Short Duration Tax Free Fund (LISDX) at 0.52%. This indicates that LGLIX's price experiences larger fluctuations and is considered to be riskier than LISDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGLIX | LISDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 0.52% | +7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 0.99% | +15.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.65% | 1.99% | +24.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.79% | 1.61% | +24.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 1.75% | +22.90% |