Find A Portfolio/Ticker
Comparison Box
LADYX: Lord Abbett Developing Growth I (MUTUAL FUND)
Basic Info 24.17 0.53(2.24%) March 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/31/1999 |
| Last Dividend Date: | 11/23/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.74% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.3 | 8.4 | -14.7 | -29.8 | -17.4 | -3.8 | 0.8 | 2.3 | -35.9 | -76.1 | 73.0 | 32.3 | 5.4 | 30.3 | -2.5 | -8.6 | 3.6 | 57.8 | 10.7 | -1.3 | 37.0 | 47.5 | -47.3 | 36.3 | 12.9 | 12.3 | 6.8 | 40.5 | -29.2 | -6.5 | -17.5 | 38.6 |
| SR | NA | 0.52 | -0.63 | -0.37 | -0.29 | -0.1 | NA | 0.03 | -1.03 | -0.55 | 1.85 | 1.44 | 0.15 | 1.97 | -0.14 | -0.44 | 0.17 | 3.25 | 0.58 | -0.04 | 1.49 | 1.49 | -1.16 | 1.65 | 0.52 | 0.63 | 0.3 | 1.98 | -1.22 | -0.34 | -0.7 | 3.13 |
| DD(%) | NA | 8.6 | 27.8 | 87.9 | 87.9 | 87.9 | NA | 87.9 | 40.0 | 81.3 | 37.2 | 18.8 | 31.7 | 6.9 | 22.4 | 21.3 | 18.3 | 7.3 | 14.0 | 28.2 | 15.5 | 20.6 | 58.6 | 11.1 | 19.3 | 11.0 | 21.1 | 12.8 | 39.8 | 33.0 | 33.9 | 11.1 |
| SD(%) | NA | 24.3 | 32.3 | 84.2 | 68.0 | 49.9 | NA | 37.7 | 36.2 | 138.1 | 39.1 | 21.4 | 26.3 | 15.2 | 19.8 | 19.6 | 20.7 | 17.7 | 18.7 | 33.0 | 24.8 | 31.9 | 41.5 | 20.3 | 18.4 | 16.2 | 19.5 | 20.1 | 24.9 | 26.8 | 31.0 | 16.0 |
| TR | NA | 0.13 | -0.2 | -0.31 | -0.19 | -0.05 | NA | 0.01 | -0.35 | -1.17 | 0.73 | 0.24 | 0.03 | 0.22 | -0.02 | -0.08 | 0.03 | 0.49 | 0.1 | -0.01 | 0.36 | 0.5 | -0.51 | 0.32 | 0.09 | 0.1 | 0.06 | 0.4 | -0.31 | -0.09 | -0.28 | 0.61 |
| Alpha(%) | NA | 0.02 | -0.01 | -0.11 | -0.05 | -0.02 | NA | -0.01 | -0.03 | -0.33 | 0.1 | -0.03 | 0.06 | 0.0 | -0.05 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | 0.02 | 0.02 | -0.06 | 0.09 | 0.0 | 0.01 | -0.03 | -0.01 | -0.07 | -0.02 | -0.07 | 0.05 |
| Beta(%) | NA | 1.0 | 1.02 | 0.98 | 1.03 | 1.06 | NA | 0.99 | 1.07 | 0.65 | 0.99 | 1.27 | 1.3 | 1.36 | 1.08 | 1.15 | 1.27 | 1.17 | 1.04 | 1.0 | 1.02 | 0.95 | 0.94 | 1.06 | 1.06 | 1.06 | 1.04 | 1.0 | 0.97 | 1.02 | 0.78 | 0.82 |
| RS | NA | 0.91 | 0.95 | 0.25 | 0.36 | 0.44 | NA | 0.64 | 0.95 | 0.03 | 0.93 | 0.87 | 0.92 | 0.86 | 0.92 | 0.88 | 0.93 | 0.9 | 0.92 | 0.97 | 0.95 | 0.96 | 0.96 | 0.91 | 0.95 | 0.95 | 0.96 | 0.93 | 0.94 | 0.92 | 0.8 | 0.55 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1999
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (Royce Pennsylvania Mutual Invmt) (100%)
- VISGX (Vanguard Small Cap Growth Index Inv) (100%)
- APHSX (Artisan Small Cap Institutional) (99%)
- RVPCX (Royce Value Plus Consult) (98%)
- BCSIX (Brown Capital Mgmt Small Co Inv) (96%)
- LADYX (Lord Abbett Developing Growth I) (96%)
- NVSOX (Wells Fargo Advantage Small Cap Opp Adm) (96%)
- BIASX (Brown Advisory Small-Cap Growth I) (95%)
- BOSOX (Boston Trust Small Cap) (95%)
- JSMGX (Janus Triton I) (95%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth) 1.66% (99%)
- IWO (iShares Russell 2000 Growth) 1.92% (99%)
- JKK (iShares Morningstar Small-Cap Growth) (99%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) 1.92% (98%)
- VBK (Vanguard Small-Cap Growth ETF) 2.10% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 1.92% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 1.71% (26%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) 1.99% (24%)
Latest Articles Related to LADYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
