Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMAX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS A) | 7.77% | 21.36% | 19.42% | 9.22% | 11.38% | 11.24% | 9.45% | … | … |
Data as of 06/03/2026, Common starting date is 01/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMAX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS A) | 01/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 21.36 | 19.42 | 9.22 | 11.38 | 11.24 | 9.45 | … | … | 7.77 | 16.22 | 22.31 | 16.35 | -17.59 | 17.05 | 12.78 | 26.56 | -4.73 | 19.17 | 15.14 | -2.47 | 13.81 | 27.96 | 13.06 | -0.23 | 14.82 | 23.22 | -27.29 | 3.04 | 14.79 | 3.65 | 17.43 | 21.78 | -7.52 |
| Sharpe Ratio | NA | 1.94 | 1.25 | 0.41 | 0.56 | NA | NA | … | … | 1.34 | 0.83 | 1.60 | 1.06 | -0.85 | 1.08 | 0.36 | 2.28 | -0.41 | 2.97 | 1.31 | -0.17 | 0.60 | 2.69 | 1.26 | -0.01 | 1.12 | 1.56 | -1.19 | -0.01 | 1.56 | 0.17 | 1.96 | 2.03 | -0.53 |
| Standard Deviation(%) | NA | 10.12 | 13.08 | 15.89 | 17.24 | NA | NA | … | … | 11.71 | 16.05 | 11.65 | 12.06 | 22.55 | 15.76 | 34.30 | 10.99 | 14.94 | 6.27 | 11.41 | 14.40 | 23.05 | 10.36 | 10.43 | 17.89 | 13.11 | 14.81 | 23.75 | 11.43 | 7.33 | 8.11 | 8.38 | 10.36 | 16.76 |
| Draw Down(%) | NA | 7.41 | 16.54 | 26.27 | 33.53 | NA | NA | … | … | 7.41 | 16.54 | 6.46 | 8.92 | 21.87 | 9.85 | 33.53 | 5.18 | 16.68 | 2.39 | 6.59 | 12.02 | 12.49 | 5.56 | 8.94 | 17.95 | 12.00 | 15.45 | 36.49 | 9.21 | 5.76 | 6.12 | 5.57 | 11.94 | 25.69 |
| Yield(%) | 0.00 | 5.43 | 5.11 | 3.09 | 5.47 | 6.98 | 6.21 | … | … | 0.17 | 5.59 | 6.07 | 1.57 | 0.81 | 0.96 | 1.09 | 7.06 | 8.18 | 8.79 | 9.40 | 8.45 | 15.40 | 4.47 | 3.42 | 2.63 | 2.74 | 3.75 | 3.39 | 7.14 | 6.15 | 3.74 | 3.75 | 2.29 | 1.53 |
Data as of 06/03/2026, Common starting date is 01/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMAX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS A) |
-8.27%
Feb 2006 – Feb 2009 |
-1.73%
Feb 2004 – Feb 2009 |
4.94%
May 2002 – May 2012 |
6.86%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMAX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS A) |
20.01%
May 2023 – May 2026 |
17.49%
Feb 2009 – Feb 2014 |
13.98%
Sep 2011 – Sep 2021 |
12.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart