LIAGX vs. POIIX

Last updated Jun 24, 2026

LIAGX (Lord Abbett International Growth Fund) and POIIX (Polen International Growth Fund) are both Foreign Large Cap Equities funds. Over the past 3 years, LIAGX returned 23.58%/yr vs -0.27%/yr for POIIX. Their correlation of 0.85 suggests significant overlap in exposure. LIAGX charges 0.81%/yr vs 1.03%/yr for POIIX.

Performance

LIAGX vs. POIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett International Growth Fund (LIAGX) and Polen International Growth Fund (POIIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LIAGX achieves a 33.43% return, which is significantly higher than POIIX's -4.91% return.

LIAGX

• 1D: 1.37%
• 1M: 10.36%
• YTD: 33.43%
• 6M: 33.43%
• 1Y: 47.63%
• 3Y*: 23.58%
• 5Y*: —
• 10Y*: —

POIIX

• 1D: -0.81%
• 1M: 3.66%
• YTD: -4.91%
• 6M: -5.15%
• 1Y: -9.04%
• 3Y*: -0.27%
• 5Y*: -3.61%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LIAGX vs. POIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
LIAGX Lord Abbett International Growth Fund	33.43%	25.09%	9.43%	15.73%	-26.63%	0.07%
POIIX Polen International Growth Fund	-4.91%	-0.72%	-3.77%	27.81%	-29.90%	2.24%

Correlation

The correlation between LIAGX and POIIX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.81
Correlation (All Time) Calculated using the full available price history since Jun 24, 2021	0.85

The correlation between LIAGX and POIIX has been stable across timeframes, ranging from 0.81 to 0.85 - a consistent structural relationship.

Return for Risk

LIAGX vs. POIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LIAGX

LIAGX Risk / Return Rank: 66
LIAGX Sharpe Ratio Rank: 63
LIAGX Sortino Ratio Rank: 53
LIAGX Omega Ratio Rank: 59
LIAGX Calmar Ratio Rank: 78
LIAGX Martin Ratio Rank: 74

POIIX

POIIX Risk / Return Rank: 1
POIIX Sharpe Ratio Rank: 1
POIIX Sortino Ratio Rank: 1
POIIX Omega Ratio Rank: 1
POIIX Calmar Ratio Rank: 1
POIIX Martin Ratio Rank: 1

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LIAGX vs. POIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett International Growth Fund (LIAGX) and Polen International Growth Fund (POIIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LIAGX	POIIX	Difference
Sharpe ratio: Return per unit of total volatility	2.14	-0.43	+2.57
Sortino ratio: Return per unit of downside risk	2.83	-0.47	+3.30
Omega ratio: Gain probability vs. loss probability	1.39	0.94	+0.45
Calmar ratio: Return relative to maximum drawdown	3.36	-0.38	+3.74
Martin ratio: Return relative to average drawdown	13.20	-0.83	+14.02

LIAGX vs. POIIX - Sharpe Ratio Comparison

The current LIAGX Sharpe Ratio is 2.14, which is higher than the POIIX Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of LIAGX and POIIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LIAGX vs. POIIX - Drawdown Comparison

The maximum LIAGX drawdown since its inception was -37.87%, roughly equal to the maximum POIIX drawdown of -38.81%. Use the drawdown chart below to compare losses from any high point for LIAGX and POIIX.

Drawdown Indicators

	LIAGX	POIIX	Difference
Max Drawdown Largest peak-to-trough decline	-37.87%	-38.81%	+0.94%
Max Drawdown (1Y) Largest decline over 1 year	-14.56%	-22.47%	+7.91%
Max Drawdown (3Y) Largest decline over 3 years	-17.11%	-25.45%	+8.34%
Max Drawdown (5Y) Largest decline over 5 years	-37.87%	-38.81%	+0.94%
Current Drawdown Current decline from peak	0.00%	-19.79%	+19.79%
Average Drawdown Average peak-to-trough decline	-13.12%	-10.17%	-2.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.70%	10.25%	-6.55%

Volatility

LIAGX vs. POIIX - Volatility Comparison

Lord Abbett International Growth Fund (LIAGX) has a higher volatility of 10.79% compared to Polen International Growth Fund (POIIX) at 7.36%. This indicates that LIAGX's price experiences larger fluctuations and is considered to be riskier than POIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LIAGX	POIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.79%	7.36%	+3.43%
Volatility (6M) Calculated over the trailing 6-month period	20.34%	16.71%	+3.63%
Volatility (1Y) Calculated over the trailing 1-year period	22.86%	20.13%	+2.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.22%	20.06%	-0.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.22%	18.71%	+0.51%

LIAGX vs. POIIX - Expense Ratio Comparison

LIAGX has a 0.81% expense ratio, which is lower than POIIX's 1.03% expense ratio.

Dividends

LIAGX vs. POIIX - Dividend Comparison

LIAGX's dividend yield for the trailing twelve months is around 0.28%, more than POIIX's 0.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
LIAGX Lord Abbett International Growth Fund	0.28%	0.38%	0.48%	0.71%	0.89%	0.00%	0.00%	0.00%	0.00%	0.00%
POIIX Polen International Growth Fund	0.05%	0.05%	0.45%	0.32%	0.00%	0.00%	0.00%	0.01%	0.11%	0.64%

Frequently Asked Questions

Can I hold both LIAGX and POIIX in my portfolio?

LIAGX and POIIX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LIAGX or POIIX?

LIAGX has higher volatility (10.79%) compared to POIIX (7.36%). In terms of maximum drawdown, LIAGX dropped -37.87% vs POIIX's -38.81%.

Which has better risk-adjusted returns?

LIAGX currently has the higher Sharpe Ratio (2.14 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.