Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EMWLX (Lord Abbett Trust I - Lord Abbett Emerging Markets Equity Fund) | 15.41% | 16.69% | 11.77% | NA | NA | NA | NA | 8.02% |
Data as of 08/01/2025, AR inception is 03/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMWLX (Lord Abbett Trust I - Lord Abbett Emerging Markets Equity Fund) | 03/10/2022 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 16.69 | 11.77 | NA | NA | NA | NA | 8.02 | 15.41 | 11.07 | 10.47 | -11.00 |
| Sharpe Ratio | NA | 1.00 | 0.60 | NA | NA | NA | NA | 0.30 | 1.76 | 0.32 | 0.45 | -0.70 |
| Standard Deviation(%) | NA | 17.54 | 15.82 | NA | NA | NA | NA | 16.82 | 18.77 | 13.81 | 13.96 | 21.40 |
| Draw Down(%) | NA | 14.22 | 14.28 | NA | NA | NA | NA | 23.59 | 14.22 | 9.12 | 13.50 | 23.59 |
| Yield(%) | 0.00 | 1.33 | 1.73 | 0.94 | 0.47 | 0.31 | 0.23 | 1.56 | 0.00 | 1.48 | 1.78 | 1.75 |
Data as of 08/01/2025, AR inception is 03/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMWLX (Lord Abbett Trust I - Lord Abbett Emerging Markets Equity Fund) |
5.94%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMWLX (Lord Abbett Trust I - Lord Abbett Emerging Markets Equity Fund) |
12.14%
Jul 2022 - Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart