LGI vs TFGZ
Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and THORNBURG FOCUS GROWTH FUND ETF CLASS (TFGZ, ETF).
LGI vs TFGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LGI
$236M
Winner
TFGZ
$236M
Expense Ratio
LGI
N/A
TFGZ
0.79%
Max Drawdown
LGI
67.17%
Winner
TFGZ
5.24%
Sharpe Ratio
LGI
0.95
Winner
TFGZ
4.21
5Y Beta
Winner
LGI
0.76
TFGZ
1.18
P/E Ratio
LGI
N/A
TFGZ
31.41
Forward P/E
LGI
N/A
TFGZ
23.95
PEG Ratio
LGI
N/A
TFGZ
0.19
5Y Dividends CAGR
LGI
6.28%
TFGZ
N/A
Debt to Equity
LGI
N/A
TFGZ
60.88%
P/S Ratio
LGI
N/A
TFGZ
6.51
P/B Ratio
LGI
N/A
TFGZ
7.69
LGI vs TFGZ - Historical Returns
Returns include dividend reinvestment.
1M
LGI
+3.56%
Winner
TFGZ
+4.73%
3M
LGI
+4.34%
Winner
TFGZ
+19.09%
6M
LGI
+9.77%
TFGZ
N/A
1Y
LGI
+22.53%
TFGZ
N/A
5Y(CAGR)
LGI
+6.91%
TFGZ
N/A
10Y(CAGR)
LGI
+13.78%
TFGZ
N/A
Max(CAGR)
LGI
+8.36%
Winner
TFGZ
+134.18%
LGI vs TFGZ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | LGI | TFGZ |
|---|---|---|
| 2026 | +8.89% | +19.09% |
| 2025 | +21.51% | N/A |
| 2024 | +15.23% | N/A |
| 2023 | +11.58% | N/A |
| 2022 | -21.14% | N/A |
| 2021 | +25.87% | N/A |
| 2020 | +16.65% | N/A |
| 2019 | +31.99% | N/A |
| 2018 | -10.66% | N/A |
| 2017 | +38.76% | N/A |
| 2016 | +15.48% | N/A |
| 2015 | -10.65% | N/A |
| 2014 | -2.44% | N/A |
| 2013 | +21.92% | N/A |
| 2012 | +21.19% | N/A |
| 2011 | -5.56% | N/A |
| 2010 | +7.57% | N/A |
| 2009 | +29.91% | N/A |
| 2008 | -42.31% | N/A |
| 2007 | +11.82% | N/A |
| 2006 | +34.42% | N/A |
| 2005 | +1.49% | N/A |
| 2004 | +0.25% | N/A |
LGI vs TFGZ Drawdown Comparison
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The maximum drawdown for TFGZ was -5.24%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current LGI drawdown is -5.85%. The current TFGZ drawdown is -0.80%.
| Rank | LGI | TFGZ |
|---|---|---|
| #1 | -63.35% Dec 31, 2007 - Jan 4, 2013 | -5.24% Jun 2, 2026 - Jun 10, 2026 |
| #2 | -42.90% Feb 19, 2020 - Sep 15, 2020 | -3.75% May 11, 2026 - May 26, 2026 |
| #3 | -34.82% Jul 3, 2014 - Apr 24, 2017 | -2.14% Apr 22, 2026 - May 1, 2026 |
| #4 | -32.83% Sep 3, 2021 - Aug 16, 2024 | -0.53% Apr 20, 2026 - Apr 22, 2026 |
| #5 | -24.45% Mar 16, 2018 - Jun 20, 2019 | -0.47% Apr 8, 2026 - Apr 13, 2026 |
| #6 | -21.93% Sep 27, 2024 - Jun 30, 2025 | -0.16% May 26, 2026 - May 28, 2026 |
| #7 | -21.25% Feb 25, 2026 - Mar 30, 2026 | -0.14% May 6, 2026 - May 8, 2026 |
| #8 | -18.75% May 10, 2004 - Dec 1, 2004 | N/A |
| #9 | -14.31% Jul 13, 2007 - Oct 5, 2007 | N/A |
| #10 | -13.89% May 20, 2013 - Dec 23, 2013 | N/A |
| #11 | -10.00% May 10, 2006 - Aug 15, 2006 | N/A |
| #12 | -9.74% Feb 26, 2007 - Apr 5, 2007 | N/A |
| #13 | -8.86% Jan 29, 2018 - Mar 12, 2018 | N/A |
| #14 | -8.25% Dec 26, 2013 - Mar 7, 2014 | N/A |
| #15 | -7.76% Sep 16, 2020 - Nov 9, 2020 | N/A |
Correlation
Correlation between LGI and TFGZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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