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LMIYX vs. RFIMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LMIYX vs. RFIMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Micro Cap Growth Fund (LMIYX) and Ranger Micro Cap Fund (RFIMX). The values are adjusted to include any dividend payments, if applicable.

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LMIYX vs. RFIMX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
LMIYX
Lord Abbett Micro Cap Growth Fund
0.25%11.02%27.28%6.14%-29.10%32.54%79.45%34.34%0.52%
RFIMX
Ranger Micro Cap Fund
3.56%1.99%11.52%9.14%-24.26%30.58%44.44%24.94%-0.56%

Returns By Period

In the year-to-date period, LMIYX achieves a 0.25% return, which is significantly lower than RFIMX's 3.56% return.


LMIYX

1D
5.66%
1M
-4.00%
YTD
0.25%
6M
2.76%
1Y
35.71%
3Y*
12.48%
5Y*
4.33%
10Y*
18.91%

RFIMX

1D
2.57%
1M
-3.93%
YTD
3.56%
6M
4.61%
1Y
18.88%
3Y*
6.42%
5Y*
1.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LMIYX vs. RFIMX - Expense Ratio Comparison

LMIYX has a 1.12% expense ratio, which is lower than RFIMX's 1.51% expense ratio.


Return for Risk

LMIYX vs. RFIMX — Risk / Return Rank

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

LMIYX
LMIYX Risk / Return Rank: 7272
Overall Rank
LMIYX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
LMIYX Sortino Ratio Rank: 6767
Sortino Ratio Rank
LMIYX Omega Ratio Rank: 5151
Omega Ratio Rank
LMIYX Calmar Ratio Rank: 9090
Calmar Ratio Rank
LMIYX Martin Ratio Rank: 8484
Martin Ratio Rank

RFIMX
RFIMX Risk / Return Rank: 4242
Overall Rank
RFIMX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
RFIMX Sortino Ratio Rank: 3838
Sortino Ratio Rank
RFIMX Omega Ratio Rank: 2929
Omega Ratio Rank
RFIMX Calmar Ratio Rank: 6060
Calmar Ratio Rank
RFIMX Martin Ratio Rank: 4848
Martin Ratio Rank
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.

LMIYX vs. RFIMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Micro Cap Growth Fund (LMIYX) and Ranger Micro Cap Fund (RFIMX). 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.


LMIYXRFIMXDifference

Sharpe ratio

Return per unit of total volatility

1.27

0.86

+0.42

Sortino ratio

Return per unit of downside risk

1.84

1.34

+0.50

Omega ratio

Gain probability vs. loss probability

1.23

1.17

+0.06

Calmar ratio

Return relative to maximum drawdown

2.71

1.59

+1.12

Martin ratio

Return relative to average drawdown

9.29

5.44

+3.84

LMIYX vs. RFIMX - Sharpe Ratio Comparison

The current LMIYX Sharpe Ratio is 1.27, which is higher than the RFIMX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of LMIYX and RFIMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LMIYXRFIMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

0.86

+0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.00

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.00

+0.46

Correlation

The correlation between LMIYX and RFIMX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

LMIYX vs. RFIMX - Dividend Comparison

LMIYX's dividend yield for the trailing twelve months is around 0.01%, less than RFIMX's 1.28% yield.


TTM20252024202320222021202020192018201720162015
LMIYX
Lord Abbett Micro Cap Growth Fund
0.01%0.01%0.00%0.00%0.00%22.32%23.16%15.30%37.13%15.17%0.00%21.83%
RFIMX
Ranger Micro Cap Fund
1.28%1.33%0.00%0.77%47.82%71.79%0.00%0.00%0.36%0.00%0.00%0.00%

Drawdowns

LMIYX vs. RFIMX - Drawdown Comparison

The maximum LMIYX drawdown since its inception was -61.35%, smaller than the maximum RFIMX drawdown of -99.41%. Use the drawdown chart below to compare losses from any high point for LMIYX and RFIMX.


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Drawdown Indicators


LMIYXRFIMXDifference

Max Drawdown

Largest peak-to-trough decline

-61.35%

-99.41%

+38.06%

Max Drawdown (1Y)

Largest decline over 1 year

-12.60%

-11.77%

-0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-42.86%

-99.41%

+56.55%

Max Drawdown (10Y)

Largest decline over 10 years

-43.37%

Current Drawdown

Current decline from peak

-6.80%

-99.22%

+92.42%

Average Drawdown

Average peak-to-trough decline

-18.42%

-27.74%

+9.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

3.44%

+0.24%

Volatility

LMIYX vs. RFIMX - Volatility Comparison

Lord Abbett Micro Cap Growth Fund (LMIYX) has a higher volatility of 11.24% compared to Ranger Micro Cap Fund (RFIMX) at 6.83%. This indicates that LMIYX's price experiences larger fluctuations and is considered to be riskier than RFIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LMIYXRFIMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.24%

6.83%

+4.41%

Volatility (6M)

Calculated over the trailing 6-month period

20.63%

13.84%

+6.79%

Volatility (1Y)

Calculated over the trailing 1-year period

28.03%

22.37%

+5.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.14%

8,947.93%

-8,917.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.87%

7,423.79%

-7,394.92%