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LGLIX: LORD ABBETT GROWTH LEADERS FUND CLASS I (MUTUAL FUND)
Basic Info 53.33 0.2(0.38%) June 27
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 06/30/2011 |
| Last Dividend Date: | 11/23/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.91% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.3 | 7.3 | 24.5 | 22.3 | 14.7 | 15.8 | 15.8 | 45.0 | 33.3 | -38.7 | -11.0 | 61.2 | 36.4 | -1.1 | 31.6 | 0.8 | 7.0 | 10.4 | 47.2 | 10.4 | -8.2 |
| Sharpe Ratio | NA | 0.35 | 0.69 | 0.74 | 0.47 | 0.59 | 0.64 | 1.68 | 1.44 | -1.23 | -0.35 | 1.62 | 1.89 | -0.1 | 2.55 | 0.04 | 0.4 | 0.7 | 3.21 | 0.66 | -0.46 |
| Draw Down(%) | NA | 29.3 | 29.3 | 29.3 | 46.0 | 46.0 | 46.0 | 15.1 | 14.8 | 40.1 | 29.5 | 30.4 | 13.1 | 26.9 | 4.3 | 13.1 | 14.1 | 8.7 | 5.3 | 12.0 | 20.5 |
| Standard Deviation(%) | NA | 36.8 | 31.0 | 25.8 | 26.9 | 24.6 | 23.0 | 22.9 | 20.3 | 32.7 | 32.0 | 37.5 | 18.6 | 24.6 | 12.2 | 14.2 | 17.3 | 14.9 | 14.7 | 15.7 | 34.5 |
| Treynor Ratio | NA | 0.11 | 0.19 | 0.18 | 0.13 | 0.14 | 0.15 | 0.36 | 0.28 | -0.46 | -0.13 | 0.62 | 0.43 | -0.02 | 0.24 | 0.01 | 0.07 | 0.1 | 0.41 | 0.1 | -0.16 |
| Alpha | NA | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.05 | -0.04 | -0.02 | -0.03 | 0.03 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | 0.02 | -0.03 | -0.01 |
| Beta | NA | 1.11 | 1.11 | 1.04 | 1.0 | 1.0 | 1.0 | 1.06 | 1.04 | 0.87 | 0.86 | 0.97 | 0.82 | 1.15 | 1.32 | 0.92 | 1.04 | 1.05 | 1.15 | 1.04 | 1.0 |
| RSquared | NA | 0.94 | 0.94 | 0.93 | 0.93 | 0.92 | 0.92 | 0.9 | 0.93 | 0.96 | 0.44 | 0.88 | 0.66 | 0.96 | 0.87 | 0.91 | 0.94 | 0.92 | 0.89 | 0.92 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 7.9 | 10.5 | N/A | 0.0 | 0.0 | 0.0 | 21.5 | 14.7 | 11.3 | 16.3 | 7.9 | 0.0 | 5.0 | 6.1 | 8.6 | 0.7 | 0.1 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | 40.6 | N/A | N/A | N/A | N/A | -100.0 | 128.9 | 65.4 | -43.2 | 154.4 | N/A | -100.0 | -15.1 | -4.8 | 1346.8 | 526.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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