Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMBX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS B) | NA | 8.24% | 7.76% | 9.24% | 7.57% | 8.31% | NA | … | … |
Data as of 05/09/2018, Common starting date is 01/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMBX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS B) | 01/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.24 | 7.76 | 9.24 | 7.57 | 8.31 | NA | … | … | -3.59 | 18.16 | 14.34 | -3.13 | 10.64 | 26.96 | 12.27 | -0.82 | 14.06 | 22.51 | -27.82 | 2.41 | 14.05 | 2.88 | 16.66 | 21.05 | -7.91 |
| Sharpe Ratio | NA | 0.66 | 0.61 | 0.63 | 0.48 | NA | NA | … | … | -0.66 | 2.84 | 1.23 | -0.22 | 0.49 | 2.60 | 1.19 | -0.05 | 1.06 | 1.52 | -1.21 | -0.05 | 1.47 | 0.09 | 1.88 | 1.95 | -0.56 |
| Standard Deviation(%) | NA | 11.11 | 11.77 | 14.25 | 15.36 | NA | NA | … | … | 16.63 | 6.20 | 11.44 | 14.33 | 21.73 | 10.34 | 10.37 | 17.91 | 13.12 | 14.76 | 23.71 | 11.46 | 7.34 | 8.10 | 8.34 | 10.46 | 16.77 |
| Draw Down(%) | NA | 11.20 | 12.22 | 12.60 | 36.42 | NA | NA | … | … | 11.20 | 2.42 | 6.65 | 12.44 | 12.60 | 5.74 | 9.08 | 18.16 | 12.08 | 15.46 | 36.92 | 9.21 | 5.79 | 6.21 | 5.60 | 12.07 | 25.90 |
| Yield(%) | 0.00 | 7.07 | 7.36 | 8.45 | 6.08 | 7.11 | 5.00 | … | … | 0.00 | 7.58 | 8.59 | 7.73 | 14.71 | 3.66 | 2.68 | 1.98 | 2.06 | 3.11 | 2.84 | 6.53 | 5.51 | 3.14 | 3.15 | 1.79 | 1.25 |
Data as of 05/09/2018, 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 |
|---|---|---|---|---|
| LAMBX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS B) |
-8.86%
Feb 2006 – Feb 2009 |
-2.38%
Feb 2004 – Feb 2009 |
4.26%
May 2002 – May 2012 |
6.66%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMBX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS B) |
18.54%
Feb 2009 – Feb 2012 |
16.67%
Feb 2009 – Feb 2014 |
8.44%
Jan 2008 – Jan 2018 |
9.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart