LVOYX vs. LGLIX
Compare and contrast key facts about Lord Abbett Value Opportunities Fund (LVOYX) and Lord Abbett Growth Leaders Fund (LGLIX).
LVOYX is managed by Lord Abbett. It was launched on Dec 30, 2005. LGLIX is managed by Lord Abbett. It was launched on Jun 30, 2011.
Performance
LVOYX vs. LGLIX - Performance Comparison
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LVOYX vs. LGLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVOYX Lord Abbett Value Opportunities Fund | 0.99% | 0.87% | 13.84% | 17.03% | -21.62% | 27.23% | 15.54% | 23.05% | -12.06% | 10.18% |
LGLIX Lord Abbett Growth Leaders Fund | -10.26% | 16.49% | 44.97% | 33.29% | -38.73% | 8.62% | 77.55% | 35.02% | -1.08% | 31.64% |
Returns By Period
In the year-to-date period, LVOYX achieves a 0.99% return, which is significantly higher than LGLIX's -10.26% return. Over the past 10 years, LVOYX has underperformed LGLIX with an annualized return of 7.71%, while LGLIX has yielded a comparatively higher 15.86% annualized return.
LVOYX
- 1D
- 2.59%
- 1M
- -6.33%
- YTD
- 0.99%
- 6M
- 1.57%
- 1Y
- 9.46%
- 3Y*
- 9.33%
- 5Y*
- 3.54%
- 10Y*
- 7.71%
LGLIX
- 1D
- 5.01%
- 1M
- -5.07%
- YTD
- -10.26%
- 6M
- -13.13%
- 1Y
- 19.70%
- 3Y*
- 22.45%
- 5Y*
- 6.47%
- 10Y*
- 15.86%
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LVOYX vs. LGLIX - Expense Ratio Comparison
LVOYX has a 0.90% expense ratio, which is higher than LGLIX's 0.64% expense ratio.
Return for Risk
LVOYX vs. LGLIX — Risk / Return Rank
LVOYX
LGLIX
LVOYX vs. LGLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Value Opportunities Fund (LVOYX) and Lord Abbett Growth Leaders Fund (LGLIX). 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.
| LVOYX | LGLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.78 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.24 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.96 | -0.23 |
Martin ratioReturn relative to average drawdown | 3.02 | 2.94 | +0.07 |
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
| LVOYX | LGLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.78 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.25 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.64 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Correlation
The correlation between LVOYX and LGLIX is 0.74, 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
LVOYX vs. LGLIX - Dividend Comparison
LVOYX's dividend yield for the trailing twelve months is around 5.96%, more than LGLIX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVOYX Lord Abbett Value Opportunities Fund | 5.96% | 6.01% | 6.65% | 1.59% | 9.14% | 12.66% | 5.41% | 11.55% | 10.49% | 5.98% | 5.82% | 7.68% |
LGLIX Lord Abbett Growth Leaders Fund | 2.22% | 1.99% | 0.00% | 0.00% | 0.00% | 23.83% | 9.27% | 8.01% | 19.82% | 6.46% | 0.00% | 4.84% |
Drawdowns
LVOYX vs. LGLIX - Drawdown Comparison
The maximum LVOYX drawdown since its inception was -46.13%, roughly equal to the maximum LGLIX drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for LVOYX and LGLIX.
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Drawdown Indicators
| LVOYX | LGLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -45.95% | -0.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -21.01% | +6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -29.14% | -45.95% | +16.81% |
Max Drawdown (10Y)Largest decline over 10 years | -39.06% | -45.95% | +6.89% |
Current DrawdownCurrent decline from peak | -6.91% | -17.06% | +10.15% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -9.38% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 6.88% | -3.47% |
Volatility
LVOYX vs. LGLIX - Volatility Comparison
The current volatility for Lord Abbett Value Opportunities Fund (LVOYX) is 5.64%, while Lord Abbett Growth Leaders Fund (LGLIX) has a volatility of 9.60%. This indicates that LVOYX experiences smaller price fluctuations and is considered to be less risky than LGLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVOYX | LGLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 9.60% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 17.16% | -6.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 27.05% | -7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 25.87% | -6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 24.70% | -4.66% |