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LAVLX: LORD ABBETT MID CAP STOCK FUND INC CLASS A (MUTUAL FUND)
Basic Info 34.05 0.16(0.47%) July 10
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 03/15/1984 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 9.60% |
| Expenses | 0.86% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/1984 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 0.9 | 9.7 | 13.0 | 13.2 | 6.8 | 9.6 | 6.6 | 7.1 | 15.0 | 15.5 | -11.0 | 28.8 | 2.7 | 22.9 | -14.5 | 7.1 | 16.6 | -3.6 | 11.6 | 30.3 | 14.5 | -3.9 | 25.8 | 26.7 | -39.5 | 0.8 | 12.3 | 8.2 | 24.2 | 24.9 | -9.7 | 2.2 | 53.3 | -0.5 | -0.4 | 13.2 | 21.3 | 8.2 | -11.0 | 0.4 | 6.7 | 20.5 | -7.5 | 11.1 | 4.8 | -28.8 | 7.5 | 34.6 | 11.0 |
| Sharpe Ratio | NA | -0.07 | 0.31 | 0.53 | 0.62 | 0.27 | NA | NA | 0.26 | 0.84 | 0.77 | -0.54 | 1.73 | 0.06 | 1.64 | -1.06 | 0.74 | 1.08 | -0.23 | 0.94 | 2.36 | 0.98 | -0.14 | 1.22 | 0.88 | -1.0 | -0.15 | 0.87 | 0.54 | 2.03 | 1.69 | -0.49 | -0.01 | 3.16 | -0.3 | -0.25 | 0.49 | 2.09 | 0.24 | -1.16 | -0.12 | 0.39 | 1.29 | -0.97 | 0.48 | 0.0 | -0.98 | 0.21 | 2.97 | 0.55 |
| Draw Down(%) | NA | 19.6 | 20.9 | 20.9 | 21.8 | 42.2 | NA | NA | 60.6 | 7.7 | 11.7 | 21.8 | 8.5 | 42.2 | 8.8 | 23.1 | 5.0 | 12.9 | 12.7 | 9.6 | 6.5 | 13.1 | 27.3 | 17.1 | 29.2 | 52.9 | 15.4 | 8.8 | 7.8 | 7.6 | 15.8 | 28.6 | 17.7 | 6.9 | 15.5 | 25.9 | 17.0 | 9.2 | 15.7 | 16.0 | 12.3 | 6.8 | 9.5 | 19.6 | 9.4 | 13.8 | 39.1 | 10.7 | 8.5 | 11.0 |
| Standard Deviation(%) | NA | 21.9 | 18.8 | 17.4 | 18.3 | 20.1 | NA | NA | 18.5 | 13.5 | 15.5 | 23.2 | 16.6 | 41.0 | 13.1 | 15.1 | 8.7 | 15.2 | 15.6 | 12.3 | 12.9 | 14.8 | 28.1 | 21.2 | 30.3 | 40.4 | 15.4 | 10.4 | 11.1 | 11.4 | 14.3 | 22.1 | 16.6 | 15.5 | 13.2 | 15.8 | 19.3 | 8.4 | 17.2 | 12.1 | 14.7 | 10.6 | 12.8 | 13.3 | 10.8 | 16.1 | 33.5 | 15.0 | 9.8 | 12.5 |
| Treynor Ratio | NA | -0.02 | 0.06 | 0.1 | 0.12 | 0.05 | NA | NA | 0.05 | 0.11 | 0.12 | -0.14 | 0.3 | 0.02 | 0.22 | -0.18 | 0.06 | 0.17 | -0.04 | 0.12 | 0.3 | 0.15 | -0.04 | 0.27 | 0.29 | -0.45 | -0.03 | 0.11 | 0.07 | 0.27 | 0.29 | -0.13 | 0.0 | 1.55 | -0.08 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.03 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | -0.06 | -0.02 | -0.03 | -0.04 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.01 | 0.15 | -0.03 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.96 | 0.98 | 0.95 | 0.94 | 0.99 | NA | NA | 0.86 | 1.01 | 0.97 | 0.87 | 0.97 | 1.08 | 0.97 | 0.89 | 1.03 | 0.97 | 1.0 | 0.97 | 1.01 | 0.97 | 1.03 | 0.97 | 0.92 | 0.89 | 0.89 | 0.78 | 0.88 | 0.86 | 0.83 | 0.81 | 0.55 | 0.32 | 0.51 | 0.63 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.93 | 0.93 | 0.87 | 0.92 | NA | NA | 0.65 | 0.89 | 0.91 | 0.93 | 0.77 | 0.94 | 0.89 | 0.94 | 0.86 | 0.94 | 0.96 | 0.95 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.96 | 0.93 | 0.89 | 0.93 | 0.89 | 0.89 | 0.85 | 0.57 | 0.34 | 0.44 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.6 | 7.1 | 7.8 | 4.9 | 6.7 | 4.9 | N/A | 10.2 | 1.4 | 6.9 | 10.2 | 1.2 | 3.8 | 5.2 | 2.8 | 0.7 | 0.8 | 0.5 | 0.5 | 0.7 | 0.1 | 0.7 | 0.7 | 5.9 | 17.8 | 11.9 | 9.0 | 3.9 | 2.3 | 2.0 | 0.0 | 19.5 | 0.0 | 0.0 | 11.4 | 9.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.6 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | 724.9 | 44.2 | 154.8 | 32.2 | -19.4 | 217.5 | N/A | 724.9 | -83.2 | -19.2 | 742.9 | -62.0 | -42.0 | 96.9 | 364.7 | -11.8 | 59.8 | 40.2 | -25.0 | 480.0 | -77.5 | 25.4 | -93.5 | -72.9 | 47.6 | 34.6 | 172.3 | 101.9 | 7.0 | N/A | -100.0 | N/A | N/A | -100.0 | 24.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/1984
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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