Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LADVX (Lord Abbett Developing Growth R6) | -0.63% | 8.33% | 8.06% | 2.96% | 7.96% | NA | NA | 7.80% |
Data as of 07/25/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LADVX (Lord Abbett Developing Growth R6) | 07/01/2015 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 8.33 | 8.06 | 2.96 | 7.96 | NA | NA | 7.80 | -0.63 | 22.34 | 8.82 | -35.84 | -2.40 | 72.98 | 33.05 | 4.94 | 30.39 | -2.33 | -16.83 |
| Sharpe Ratio | NA | 0.18 | 0.19 | 0.05 | 0.24 | NA | NA | 0.24 | -0.13 | 0.82 | 0.25 | -1.03 | -0.08 | 1.85 | 1.47 | 0.14 | 1.97 | -0.13 | -1.44 |
| Standard Deviation(%) | NA | 28.53 | 25.32 | 28.33 | 26.88 | NA | NA | 26.83 | 31.68 | 22.86 | 21.16 | 36.15 | 29.61 | 39.08 | 21.41 | 26.25 | 15.17 | 19.75 | 21.35 |
| Draw Down(%) | NA | 32.05 | 32.05 | 53.94 | 53.94 | NA | NA | 53.94 | 29.03 | 11.76 | 23.56 | 39.93 | 23.66 | 37.21 | 18.82 | 31.94 | 6.93 | 22.41 | 20.11 |
| Yield(%) | 0.00 | 0.22 | 0.09 | 4.17 | 7.09 | 4.66 | 3.49 | 6.99 | 0.00 | 0.25 | 0.00 | 0.00 | 8.67 | 11.91 | 21.46 | 23.23 | 0.00 | 0.00 | 6.75 |
Data as of 07/25/2025, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADVX (Lord Abbett Developing Growth R6) |
-13.07%
Jan 2021 - Jan 2024 |
1.27%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADVX (Lord Abbett Developing Growth R6) |
35.58%
Feb 2018 - Feb 2021 |
31.45%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart