Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMHX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R6) | 6.63% | 20.60% | 19.30% | 11.82% | 13.17% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMHX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R6) | 07/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 20.60 | 19.30 | 11.82 | 13.17 | NA | NA | … | … | 6.63 | 16.52 | 22.64 | 16.73 | -13.24 | 25.95 | 15.89 | 26.98 | -4.42 | 19.50 | 15.62 | -0.55 |
| Sharpe Ratio | NA | 1.97 | 1.28 | 0.62 | 0.69 | NA | NA | … | … | 1.39 | 0.85 | 1.63 | 1.09 | -0.67 | 1.94 | 0.45 | 2.33 | -0.39 | 3.03 | 1.34 | -0.07 |
| Standard Deviation(%) | NA | 10.16 | 13.08 | 15.30 | 16.95 | NA | NA | … | … | 11.65 | 16.05 | 11.66 | 12.08 | 22.08 | 13.36 | 34.25 | 10.94 | 14.93 | 6.24 | 11.50 | 16.41 |
| Draw Down(%) | NA | 7.33 | 16.49 | 21.91 | 33.45 | NA | NA | … | … | 7.33 | 16.49 | 6.45 | 8.84 | 21.69 | 5.67 | 33.45 | 5.17 | 16.59 | 2.43 | 6.61 | 10.36 |
| Yield(%) | 0.00 | 5.58 | 5.31 | 5.58 | 7.62 | 5.62 | 4.21 | … | … | 0.23 | 5.72 | 6.22 | 1.80 | 4.95 | 9.53 | 3.93 | 7.27 | 8.34 | 8.99 | 9.63 | 7.85 |
Data as of 06/05/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMHX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R6) |
3.64%
Mar 2017 – Mar 2020 |
8.38%
Sep 2017 – Sep 2022 |
12.73%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMHX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R6) |
22.84%
Dec 2018 – Dec 2021 |
17.19%
Mar 2020 – Mar 2025 |
14.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart