Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GILAX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS C) | 3.31% | 18.11% | 17.13% | 5.88% | 8.11% | 8.05% | 7.10% | … | … |
Data as of 06/03/2026, Common starting date is 05/13/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GILAX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS C) | 05/13/1994 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 18.11 | 17.13 | 5.88 | 8.11 | 8.05 | 7.10 | … | … | 3.31 | 16.30 | 19.61 | 12.26 | -14.23 | 12.85 | 2.03 | 21.75 | -9.26 | 12.16 | 14.87 | -3.84 | 6.33 | 35.95 | 9.99 | -4.50 | 18.40 | 25.18 | -29.24 | 6.81 | 12.95 | 4.76 | 15.05 | 31.02 | -14.75 | -4.78 | 8.58 | 19.59 | 14.61 | 26.58 | 18.29 | 31.46 | 5.66 |
| Sharpe Ratio | NA | 1.63 | 1.10 | 0.22 | 0.35 | NA | NA | … | … | 0.58 | 0.84 | 1.43 | 0.65 | -0.71 | 0.69 | 0.05 | 1.67 | -0.67 | 1.52 | 1.04 | -0.25 | 0.50 | 2.89 | 0.69 | -0.17 | 0.90 | 0.86 | -0.81 | 0.25 | 0.90 | 0.23 | 1.21 | 1.91 | -0.70 | -0.45 | 0.26 | 0.93 | 0.63 | 1.31 | 1.45 | 3.91 | 0.70 |
| Standard Deviation(%) | NA | 10.49 | 13.12 | 16.48 | 18.45 | NA | NA | … | … | 11.99 | 15.96 | 11.18 | 13.44 | 22.08 | 18.58 | 37.56 | 12.11 | 15.87 | 7.60 | 14.04 | 15.19 | 12.55 | 12.44 | 14.53 | 26.27 | 20.40 | 29.18 | 37.31 | 14.58 | 10.68 | 10.73 | 11.58 | 15.86 | 22.74 | 16.52 | 17.00 | 17.37 | 17.65 | 17.36 | 10.00 | 7.03 | 8.10 |
| Draw Down(%) | NA | 7.67 | 16.32 | 28.12 | 38.77 | NA | NA | … | … | 7.67 | 16.32 | 6.33 | 10.37 | 20.46 | 16.44 | 38.77 | 7.90 | 19.93 | 4.98 | 11.31 | 13.16 | 8.66 | 5.73 | 13.47 | 24.81 | 17.25 | 24.15 | 43.06 | 10.30 | 9.69 | 8.10 | 7.96 | 12.70 | 28.13 | 19.28 | 10.21 | 10.82 | 18.23 | 9.14 | 8.44 | 2.60 | 6.98 |
| Yield(%) | 0.00 | 9.32 | 7.10 | 3.65 | 5.91 | 7.07 | 6.38 | … | … | 0.00 | 9.50 | 8.34 | 0.16 | 0.48 | 0.33 | 0.85 | 12.29 | 8.30 | 12.72 | 5.42 | 9.77 | 19.63 | 19.79 | 1.36 | 2.14 | 0.10 | 0.00 | 0.00 | 7.90 | 8.44 | 7.28 | 1.26 | 1.19 | 1.91 | 8.64 | 8.15 | 5.82 | 3.82 | 8.33 | 2.53 | 2.41 | 1.88 |
Data as of 06/03/2026, Common starting date is 05/13/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILAX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS C) |
-11.55%
Feb 2006 – Feb 2009 |
-3.33%
Feb 2004 – Feb 2009 |
1.90%
Feb 1999 – Feb 2009 |
4.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILAX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS C) |
25.79%
Mar 1995 – Mar 1998 |
21.96%
Dec 1994 – Dec 1999 |
13.62%
Dec 1994 – Dec 2004 |
10.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart