LMIYX vs. CALF

In the year-to-date period, LMIYX achieves a -9.18% return, which is significantly higher than CALF's -12.48% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

LMIYX has a 1.12% expense ratio, which is higher than CALF's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Micro Cap Growth Fund (LMIYX) and Pacer US Small Cap Cash Cows 100 ETF (CALF). 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 LMIYX Sharpe Ratio is 0.27, which is higher than the CALF Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of LMIYX and CALF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LMIYX has not paid dividends to shareholders, while CALF's dividend yield for the trailing twelve months is around 1.18%.

The maximum LMIYX drawdown since its inception was -61.35%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for LMIYX and CALF.

The current volatility for Lord Abbett Micro Cap Growth Fund (LMIYX) is 4.99%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 6.55%. This indicates that LMIYX experiences smaller price fluctuations and is considered to be less risky than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.