LIAGX vs. POIIX
LIAGX (Lord Abbett International Growth Fund) and POIIX (Polen International Growth Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, LIAGX returned 6.13%/yr vs -3.93%/yr for POIIX. Their correlation of 0.85 means they have usually moved in the same direction. LIAGX charges 0.81%/yr vs 1.03%/yr for POIIX.
Performance
LIAGX vs. POIIX - Performance Comparison
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Returns By Period
In the year-to-date period, LIAGX achieves a 18.23% return, which is significantly higher than POIIX's -4.91% return.
LIAGX
- 1D
- 0.69%
- 1M
- -5.10%
- 6M
- 8.96%
- YTD
- 18.23%
- 1Y
- 26.90%
- 3Y*
- 18.86%
- 5Y*
- 6.13%
- 10Y*
- —
- ALL TIME*
- 6.43%
POIIX
- 1D
- -0.07%
- 1M
- 0.34%
- 6M
- -3.66%
- YTD
- -4.91%
- 1Y
- -6.20%
- 3Y*
- -0.05%
- 5Y*
- -3.93%
- 10Y*
- —
- ALL TIME*
- 4.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LIAGX vs. POIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LIAGX Lord Abbett International Growth Fund | 18.23% | 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 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
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 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
LIAGX vs. POIIX — Risk / Return Rank
LIAGX
POIIX
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 ratioReturn per unit of total volatility | +1.43 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.97 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | -0.26 | +2.09 |
| Martin ratioReturn relative to average drawdown | 6.02 | -0.54 | +6.56 |
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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.
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Drawdown Indicators
| LIAGX | POIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.87% | -38.81% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.02% | -21.49% | +5.47% |
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 DrawdownCurrent decline from peak | -11.39% | -19.79% | +8.40% |
Average DrawdownAverage peak-to-trough decline | -13.02% | -10.29% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 10.71% | -5.84% |
Volatility
LIAGX vs. POIIX - Volatility Comparison
Lord Abbett International Growth Fund (LIAGX) has a higher volatility of 8.90% compared to Polen International Growth Fund (POIIX) at 5.88%. 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.
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Volatility by Period
| LIAGX | POIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.90% | 5.88% | +3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 22.93% | 17.14% | +5.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.27% | 20.78% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 20.23% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 18.74% | +0.93% |
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 0.32%, more than POIIX's 0.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LIAGX Lord Abbett International Growth Fund | 0.32% | 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
LIAGX and POIIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIAGX has higher volatility (8.90%) compared to POIIX (5.88%). In terms of maximum drawdown, LIAGX dropped -37.87% vs POIIX's -38.81%.
LIAGX currently has the higher Sharpe Ratio (1.16 vs -0.26), 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.
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