Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMSX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R4) | 6.45% | 20.25% | 18.93% | 11.47% | 12.80% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMSX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R4) | 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 (%) | -0.60 | 20.25 | 18.93 | 11.47 | 12.80 | NA | NA | … | … | 6.45 | 16.18 | 22.32 | 16.39 | -13.62 | 25.68 | 15.49 | 26.62 | -4.79 | 19.11 | 15.20 | -0.75 |
| Sharpe Ratio | NA | 1.70 | 1.20 | 0.58 | 0.66 | NA | NA | … | … | 1.11 | 0.83 | 1.60 | 1.06 | -0.68 | 1.92 | 0.44 | 2.28 | -0.42 | 2.98 | 1.31 | -0.09 |
| Standard Deviation(%) | NA | 10.37 | 13.10 | 15.33 | 16.97 | NA | NA | … | … | 11.92 | 16.06 | 11.65 | 12.09 | 22.09 | 13.36 | 34.22 | 11.01 | 14.92 | 6.21 | 11.43 | 16.35 |
| Draw Down(%) | NA | 7.38 | 16.52 | 22.14 | 33.51 | NA | NA | … | … | 7.38 | 16.52 | 6.47 | 8.92 | 21.91 | 5.70 | 33.51 | 5.19 | 16.63 | 2.42 | 6.59 | 10.37 |
| Yield(%) | 0.00 | 5.46 | 5.11 | 5.41 | 7.37 | 5.43 | 4.08 | … | … | 0.18 | 5.59 | 6.07 | 1.58 | 4.82 | 9.39 | 3.71 | 7.08 | 8.19 | 8.86 | 9.48 | 7.77 |
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 |
|---|---|---|---|---|
| LAMSX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R4) |
3.32%
Mar 2017 – Mar 2020 |
8.03%
Sep 2017 – Sep 2022 |
12.37%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMSX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R4) |
22.49%
Dec 2018 – Dec 2021 |
16.81%
Mar 2020 – Mar 2025 |
13.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart