Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMRX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R3) | 8.32% | 21.91% | 19.35% | 8.90% | 11.15% | 10.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMRX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R3) | 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 (%) | 1.36 | 21.91 | 19.35 | 8.90 | 11.15 | 10.93 | NA | … | … | 8.32 | 15.89 | 22.00 | 16.06 | -17.81 | 16.67 | 12.55 | 26.25 | -4.94 | 18.87 | 14.94 | -2.73 | 11.29 | 27.62 | 12.82 | -0.35 | 14.73 | 23.03 | -27.43 | -4.05 |
| Sharpe Ratio | NA | 1.89 | 1.22 | 0.39 | 0.55 | NA | NA | … | … | 1.32 | 0.81 | 1.57 | 1.04 | -0.86 | 1.05 | 0.36 | 2.27 | -0.43 | 2.94 | 1.29 | -0.19 | 1.09 | 2.67 | 1.24 | -0.02 | 1.12 | 1.56 | -1.19 | -1.41 |
| Standard Deviation(%) | NA | 10.19 | 13.09 | 15.91 | 17.23 | NA | NA | … | … | 11.75 | 16.04 | 11.69 | 12.07 | 22.54 | 15.82 | 34.30 | 10.90 | 14.92 | 6.22 | 11.41 | 14.41 | 10.38 | 10.35 | 10.39 | 17.86 | 13.13 | 14.73 | 23.79 | 12.86 |
| Draw Down(%) | NA | 7.45 | 16.55 | 26.44 | 33.50 | NA | NA | … | … | 7.45 | 16.55 | 6.50 | 8.98 | 22.00 | 9.91 | 33.50 | 5.21 | 16.69 | 2.39 | 6.62 | 12.18 | 6.51 | 5.58 | 8.99 | 18.05 | 11.96 | 15.47 | 36.63 | 7.52 |
| Yield(%) | 0.00 | 5.21 | 4.83 | 2.82 | 5.17 | 6.73 | 4.99 | … | … | 0.12 | 5.35 | 5.83 | 1.32 | 0.59 | 0.68 | 0.83 | 6.81 | 7.96 | 8.57 | 9.19 | 8.25 | 15.22 | 4.27 | 3.26 | 2.52 | 2.64 | 3.67 | 3.31 | 4.81 |
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 |
|---|---|---|---|---|
| LAMRX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R3) |
-1.15%
Nov 2007 – Nov 2010 |
2.65%
Nov 2007 – Nov 2012 |
7.46%
Oct 2013 – Oct 2023 |
7.15%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMRX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R3) |
19.70%
May 2023 – May 2026 |
17.25%
Feb 2009 – Feb 2014 |
13.50%
Sep 2011 – Sep 2021 |
11.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart