Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMFX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS F) | 8.56% | 22.50% | 19.96% | 9.49% | 11.71% | 11.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMFX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS F) | 10/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 22.50 | 19.96 | 9.49 | 11.71 | 11.46 | NA | … | … | 8.56 | 16.46 | 22.63 | 16.65 | -17.36 | 17.40 | 13.13 | 26.82 | -4.46 | 19.40 | 15.34 | -2.34 | 11.73 | 28.18 | 13.24 | 0.12 | 15.12 | 23.57 | -27.16 | -3.97 |
| Sharpe Ratio | NA | 1.96 | 1.27 | 0.42 | 0.58 | NA | NA | … | … | 1.37 | 0.85 | 1.63 | 1.08 | -0.84 | 1.10 | 0.37 | 2.30 | -0.39 | 3.03 | 1.32 | -0.17 | 1.13 | 2.71 | 1.27 | 0.00 | 1.15 | 1.59 | -1.18 | -1.38 |
| Standard Deviation(%) | NA | 10.16 | 13.10 | 15.90 | 17.25 | NA | NA | … | … | 11.68 | 16.08 | 11.66 | 12.12 | 22.53 | 15.76 | 34.34 | 11.04 | 14.87 | 6.21 | 11.42 | 14.36 | 10.40 | 10.37 | 10.46 | 17.90 | 13.07 | 14.76 | 23.73 | 12.91 |
| Draw Down(%) | NA | 7.38 | 16.53 | 26.07 | 33.47 | NA | NA | … | … | 7.38 | 16.53 | 6.45 | 8.84 | 21.70 | 9.86 | 33.47 | 5.17 | 16.57 | 2.42 | 6.59 | 12.03 | 6.55 | 5.63 | 8.96 | 17.85 | 11.87 | 15.36 | 36.35 | 7.52 |
| Yield(%) | 0.00 | 5.54 | 5.25 | 3.20 | 5.65 | 7.25 | 5.39 | … | … | 0.21 | 5.70 | 6.19 | 1.70 | 0.92 | 1.12 | 1.23 | 7.24 | 8.32 | 8.95 | 9.60 | 8.60 | 15.57 | 4.65 | 3.68 | 2.90 | 2.99 | 4.03 | 3.62 | 4.90 |
Data as of 06/04/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMFX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS F) |
-0.77%
Nov 2007 – Nov 2010 |
3.06%
Nov 2007 – Nov 2012 |
7.98%
Oct 2013 – Oct 2023 |
7.62%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMFX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS F) |
20.32%
May 2023 – May 2026 |
17.75%
Feb 2009 – Feb 2014 |
14.00%
Sep 2011 – Sep 2021 |
12.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart