Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LADSX (Lord Abbett Developing Growth R4) | 32.59% | 61.22% | 22.13% | 4.86% | 14.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LADSX (Lord Abbett Developing Growth R4) | 07/01/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 61.22 | 22.13 | 4.86 | 14.85 | NA | NA | … | … | 32.59 | 16.92 | 21.87 | 8.50 | -36.08 | -13.23 | 55.58 | 31.56 | 4.48 | 29.92 | -2.71 | -17.01 |
| Sharpe Ratio | NA | 2.34 | 0.75 | 0.06 | 0.49 | NA | NA | … | … | 2.82 | 0.50 | 0.67 | 0.20 | -1.04 | -0.41 | 1.36 | 1.41 | 0.12 | 1.94 | -0.15 | -1.45 |
| Standard Deviation(%) | NA | 26.58 | 25.79 | 27.72 | 27.35 | NA | NA | … | … | 31.84 | 28.74 | 22.88 | 21.15 | 36.19 | 32.09 | 40.62 | 21.44 | 26.29 | 15.13 | 19.75 | 21.30 |
| Draw Down(%) | NA | 14.72 | 32.14 | 51.25 | 54.38 | NA | NA | … | … | 14.72 | 29.08 | 11.81 | 23.62 | 40.05 | 32.10 | 37.24 | 18.90 | 32.09 | 6.91 | 22.44 | 20.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.23 | 9.88 | 5.17 | 3.87 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.16 | 14.95 | 24.61 | 26.68 | 0.00 | 0.00 | 7.60 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADSX (Lord Abbett Developing Growth R4) |
-13.39%
Jan 2021 – Jan 2024 |
-2.03%
Feb 2021 – Feb 2026 |
9.33%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADSX (Lord Abbett Developing Growth R4) |
34.73%
Feb 2018 – Feb 2021 |
30.75%
Feb 2016 – Feb 2021 |
14.91%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
