Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMCX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS C) | 8.09% | 21.27% | 18.76% | 8.34% | 10.57% | 10.52% | 8.69% | … | … |
Data as of 06/04/2026, Common starting date is 01/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMCX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS C) | 01/15/2002 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 21.27 | 18.76 | 8.34 | 10.57 | 10.52 | 8.69 | … | … | 8.09 | 15.33 | 21.39 | 15.49 | -18.30 | 16.05 | 11.92 | 25.61 | -5.47 | 18.30 | 14.25 | -3.17 | 13.01 | 26.93 | 12.31 | -0.78 | 14.05 | 22.42 | -27.79 | 2.42 | 14.02 | 2.97 | 16.61 | 21.16 | -7.95 |
| Sharpe Ratio | NA | 1.82 | 1.17 | 0.35 | 0.51 | NA | NA | … | … | 1.26 | 0.78 | 1.52 | 0.99 | -0.88 | 1.01 | 0.34 | 2.20 | -0.46 | 2.85 | 1.23 | -0.22 | 0.56 | 2.60 | 1.19 | -0.05 | 1.06 | 1.52 | -1.21 | -0.06 | 1.47 | 0.09 | 1.86 | 1.99 | -0.56 |
| Standard Deviation(%) | NA | 10.22 | 13.12 | 15.92 | 17.25 | NA | NA | … | … | 11.76 | 16.08 | 11.68 | 12.08 | 22.54 | 15.83 | 34.35 | 10.97 | 14.91 | 6.22 | 11.42 | 14.37 | 23.25 | 10.33 | 10.38 | 17.94 | 13.12 | 14.73 | 23.75 | 11.42 | 7.26 | 8.04 | 8.41 | 10.26 | 16.81 |
| Draw Down(%) | NA | 7.50 | 16.60 | 26.79 | 33.56 | NA | NA | … | … | 7.50 | 16.60 | 6.52 | 9.10 | 22.32 | 9.96 | 33.56 | 5.19 | 16.82 | 2.48 | 6.65 | 12.41 | 12.61 | 5.67 | 9.06 | 18.17 | 12.06 | 15.54 | 36.87 | 9.26 | 5.79 | 6.20 | 5.59 | 12.06 | 25.90 |
| Yield(%) | 0.00 | 4.79 | 4.30 | 2.36 | 4.60 | 6.09 | 5.38 | … | … | 0.00 | 4.93 | 5.38 | 0.77 | 0.17 | 0.16 | 0.32 | 6.29 | 7.51 | 8.08 | 8.73 | 7.81 | 14.78 | 3.81 | 2.74 | 2.02 | 2.07 | 3.07 | 2.81 | 6.53 | 5.50 | 3.15 | 3.22 | 1.69 | 1.21 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LAMCX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS C) |
-8.86%
Feb 2006 – Feb 2009 |
-2.38%
Feb 2004 – Feb 2009 |
4.26%
May 2002 – May 2012 |
6.13%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMCX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS C) |
19.10%
May 2023 – May 2026 |
16.69%
Feb 2009 – Feb 2014 |
13.14%
Sep 2011 – Sep 2021 |
11.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart