Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GILBX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS B) | NA | 6.89% | 6.01% | 8.27% | 6.96% | 8.53% | NA | … | … |
Data as of 05/09/2018, Common starting date is 11/18/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GILBX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS B) | 11/18/1998 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.89 | 6.01 | 8.27 | 6.96 | 8.53 | NA | … | … | -2.88 | 12.10 | 14.94 | -3.82 | 6.33 | 35.94 | 10.05 | -4.56 | 18.31 | 25.21 | -29.29 | 6.88 | 12.88 | 4.83 | 14.98 | 31.06 | -14.90 | -4.85 | 8.64 | 19.63 | 2.54 |
| Sharpe Ratio | NA | 0.49 | 0.40 | 0.61 | 0.32 | NA | NA | … | … | -0.51 | 1.52 | 1.04 | -0.25 | 0.50 | 2.88 | 0.69 | -0.17 | 0.89 | 0.86 | -0.81 | 0.26 | 0.90 | 0.25 | 1.22 | 1.92 | -0.70 | -0.44 | 0.27 | 0.95 | 1.14 |
| Standard Deviation(%) | NA | 12.25 | 13.57 | 13.21 | 21.06 | NA | NA | … | … | 17.94 | 7.59 | 14.07 | 15.16 | 12.58 | 12.47 | 14.62 | 26.27 | 20.43 | 29.15 | 37.27 | 14.61 | 10.66 | 10.68 | 11.51 | 15.80 | 22.78 | 16.47 | 17.04 | 17.21 | 18.71 |
| Draw Down(%) | NA | 10.95 | 16.88 | 16.88 | 45.58 | NA | NA | … | … | 10.95 | 5.00 | 11.30 | 13.07 | 8.68 | 5.77 | 13.50 | 24.85 | 17.26 | 24.27 | 43.05 | 10.34 | 9.66 | 8.00 | 7.93 | 12.67 | 28.21 | 19.30 | 10.17 | 10.78 | 3.81 |
| Yield(%) | 0.00 | 11.85 | 8.40 | 11.59 | 7.72 | 9.32 | 7.63 | … | … | 0.00 | 11.97 | 5.12 | 9.61 | 19.49 | 19.68 | 1.28 | 2.13 | 0.00 | 0.00 | 0.00 | 7.87 | 8.38 | 7.26 | 1.24 | 1.19 | 1.90 | 8.60 | 8.11 | 5.80 | 0.11 |
Data as of 05/09/2018, Common starting date is 11/18/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILBX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS B) |
-11.59%
Feb 2006 – Feb 2009 |
-3.35%
Feb 2004 – Feb 2009 |
1.86%
Feb 1999 – Feb 2009 |
5.63%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILBX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS B) |
22.13%
Feb 2009 – Feb 2012 |
20.18%
Feb 2009 – Feb 2014 |
9.39%
Mar 2003 – Mar 2013 |
9.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart