Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) | -0.71% | 8.18% | 7.95% | -0.56% | 5.97% | 10.18% | 9.42% | 7.89% |
Data as of 07/25/2025, AR inception is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) | 03/30/1999 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 8.18 | 7.95 | -0.56 | 5.97 | 10.18 | 9.42 | 7.89 | -0.71 | 22.21 | 8.74 | -35.92 | -10.70 | 59.39 | 31.89 | 4.89 | 30.27 | -2.48 | -8.60 | 3.56 | 57.84 | 10.73 | -1.30 | 37.01 | 47.54 | -47.31 | 36.29 | 12.86 | 12.31 | 6.77 | 40.51 | -29.25 | -6.55 | -17.55 | 38.61 |
| Sharpe Ratio | NA | 0.18 | 0.18 | -0.07 | 0.16 | NA | NA | 0.25 | -0.14 | 0.68 | 0.21 | -1.03 | -0.34 | 1.47 | 1.42 | 0.14 | 1.97 | -0.14 | -0.44 | 0.17 | 3.26 | 0.58 | -0.04 | 1.49 | 1.49 | -1.16 | 1.65 | 0.52 | 0.63 | 0.30 | 1.98 | -1.22 | -0.34 | -0.70 | 3.13 |
| Standard Deviation(%) | NA | 28.56 | 25.31 | 28.96 | 27.21 | NA | NA | 25.72 | 31.75 | 22.84 | 21.16 | 36.18 | 31.18 | 40.12 | 21.47 | 26.30 | 15.15 | 19.76 | 19.59 | 20.72 | 17.75 | 18.66 | 32.95 | 24.84 | 31.87 | 41.47 | 20.29 | 18.37 | 16.20 | 19.52 | 20.12 | 24.89 | 26.84 | 30.96 | 16.04 |
| Draw Down(%) | NA | 32.06 | 32.06 | 57.91 | 57.91 | NA | NA | 60.18 | 29.04 | 11.75 | 23.55 | 39.97 | 30.14 | 37.20 | 18.83 | 31.97 | 6.91 | 22.43 | 21.26 | 18.32 | 7.25 | 14.04 | 28.18 | 15.54 | 20.64 | 58.63 | 11.14 | 19.33 | 11.04 | 21.12 | 12.75 | 39.81 | 32.99 | 33.94 | 11.08 |
| Yield(%) | 0.00 | 0.22 | 0.09 | 0.04 | 4.68 | 9.25 | 9.02 | 8.09 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 20.59 | 23.31 | 0.00 | 0.00 | 7.50 | 15.36 | 24.33 | 8.10 | 5.50 | 0.00 | 0.00 | 0.00 | 13.99 | 16.38 | 1.30 | 0.30 | 0.00 | 0.00 | 0.00 | 3.55 | 2.42 |
Data as of 07/25/2025, AR inception is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) |
-21.33%
Feb 2000 - Feb 2003 |
-5.73%
Mar 2000 - Mar 2005 |
0.23%
Feb 2000 - Feb 2010 |
6.24%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) |
34.54%
Feb 2009 - Feb 2012 |
33.14%
Feb 2009 - Feb 2014 |
20.25%
Feb 2009 - Feb 2019 |
14.68%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart