TFGZ vs LGI
Comparison between THORNBURG FOCUS GROWTH FUND ETF CLASS (TFGZ, ETF) and Lazard Global Total Return and Income Fund Inc (LGI, ETF).
TFGZ vs LGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TFGZ
$236M
LGI
$236M
Expense Ratio
TFGZ
0.79%
LGI
N/A
Max Drawdown
Winner
TFGZ
5.24%
LGI
67.17%
Sharpe Ratio
Winner
TFGZ
4.21
LGI
0.95
5Y Beta
TFGZ
1.18
Winner
LGI
0.76
P/E Ratio
TFGZ
31.41
LGI
N/A
Forward P/E
TFGZ
23.95
LGI
N/A
PEG Ratio
TFGZ
0.19
LGI
N/A
5Y Dividends CAGR
TFGZ
N/A
LGI
6.28%
Debt to Equity
TFGZ
60.88%
LGI
N/A
P/S Ratio
TFGZ
6.51
LGI
N/A
P/B Ratio
TFGZ
7.69
LGI
N/A
TFGZ vs LGI - Historical Returns
Returns include dividend reinvestment.
1M
TFGZ
+1.69%
Winner
LGI
+2.01%
3M
TFGZ
N/A
LGI
+3.13%
6M
TFGZ
N/A
LGI
+7.96%
1Y
TFGZ
N/A
LGI
+19.28%
5Y(CAGR)
TFGZ
N/A
LGI
+6.44%
10Y(CAGR)
TFGZ
N/A
LGI
+13.43%
Max(CAGR)
Winner
TFGZ
+116.54%
LGI
+8.27%
TFGZ vs LGI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | TFGZ | LGI |
|---|---|---|
| 2026 | +16.45% | +6.84% |
| 2025 | N/A | +21.51% |
| 2024 | N/A | +15.23% |
| 2023 | N/A | +11.58% |
| 2022 | N/A | -21.14% |
| 2021 | N/A | +25.87% |
| 2020 | N/A | +16.65% |
| 2019 | N/A | +31.99% |
| 2018 | N/A | -10.66% |
| 2017 | N/A | +38.76% |
| 2016 | N/A | +15.48% |
| 2015 | N/A | -10.65% |
| 2014 | N/A | -2.44% |
| 2013 | N/A | +21.92% |
| 2012 | N/A | +21.19% |
| 2011 | N/A | -5.56% |
| 2010 | N/A | +7.57% |
| 2009 | N/A | +29.91% |
| 2008 | N/A | -42.31% |
| 2007 | N/A | +11.82% |
| 2006 | N/A | +34.42% |
| 2005 | N/A | +1.49% |
| 2004 | N/A | +0.25% |
TFGZ vs LGI Drawdown Comparison
The maximum drawdown for TFGZ was -5.24%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The current TFGZ drawdown is -3.00%. The current LGI drawdown is -7.62%.
| Rank | TFGZ | LGI |
|---|---|---|
| #1 | -5.24% Jun 2, 2026 - Jun 10, 2026 | -63.35% Dec 31, 2007 - Jan 4, 2013 |
| #2 | -3.75% May 11, 2026 - May 26, 2026 | -42.90% Feb 19, 2020 - Sep 15, 2020 |
| #3 | -2.14% Apr 22, 2026 - May 1, 2026 | -34.82% Jul 3, 2014 - Apr 24, 2017 |
| #4 | -0.53% Apr 20, 2026 - Apr 22, 2026 | -32.83% Sep 3, 2021 - Aug 16, 2024 |
| #5 | -0.47% Apr 8, 2026 - Apr 13, 2026 | -24.45% Mar 16, 2018 - Jun 20, 2019 |
| #6 | -0.16% May 26, 2026 - May 28, 2026 | -21.93% Sep 27, 2024 - Jun 30, 2025 |
| #7 | -0.14% May 6, 2026 - May 8, 2026 | -21.25% Feb 25, 2026 - Mar 30, 2026 |
| #8 | N/A | -18.75% May 10, 2004 - Dec 1, 2004 |
| #9 | N/A | -14.31% Jul 13, 2007 - Oct 5, 2007 |
| #10 | N/A | -13.89% May 20, 2013 - Dec 23, 2013 |
| #11 | N/A | -10.00% May 10, 2006 - Aug 15, 2006 |
| #12 | N/A | -9.74% Feb 26, 2007 - Apr 5, 2007 |
| #13 | N/A | -8.86% Jan 29, 2018 - Mar 12, 2018 |
| #14 | N/A | -8.25% Dec 26, 2013 - Mar 7, 2014 |
| #15 | N/A | -7.76% Sep 16, 2020 - Nov 9, 2020 |
Correlation
Correlation between TFGZ and LGI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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