Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMTX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R5) | 8.59% | 22.56% | 19.97% | 12.09% | 13.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMTX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R5) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 22.56 | 19.97 | 12.09 | 13.30 | NA | NA | … | … | 8.59 | 16.45 | 22.62 | 16.67 | -13.38 | 25.96 | 15.82 | 26.93 | -4.52 | 19.37 | 15.45 | -0.63 |
| Sharpe Ratio | NA | 1.95 | 1.27 | 0.61 | 0.68 | NA | NA | … | … | 1.37 | 0.85 | 1.63 | 1.08 | -0.67 | 1.94 | 0.45 | 2.32 | -0.40 | 3.02 | 1.33 | -0.08 |
| Standard Deviation(%) | NA | 10.20 | 13.11 | 15.33 | 16.96 | NA | NA | … | … | 11.71 | 16.08 | 11.67 | 12.12 | 22.12 | 13.35 | 34.21 | 10.99 | 14.92 | 6.23 | 11.42 | 16.42 |
| Draw Down(%) | NA | 7.37 | 16.51 | 22.00 | 33.49 | NA | NA | … | … | 7.37 | 16.51 | 6.46 | 8.86 | 21.78 | 5.66 | 33.49 | 5.19 | 16.59 | 2.38 | 6.54 | 10.36 |
| Yield(%) | 0.00 | 5.62 | 5.34 | 5.58 | 7.61 | 5.61 | 4.21 | … | … | 0.23 | 5.77 | 6.27 | 1.80 | 4.97 | 9.56 | 3.94 | 7.28 | 8.34 | 8.97 | 9.61 | 7.84 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LAMTX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R5) |
3.56%
Mar 2017 – Mar 2020 |
8.30%
Sep 2017 – Sep 2022 |
12.64%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMTX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R5) |
22.80%
Dec 2018 – Dec 2021 |
17.11%
Mar 2020 – Mar 2025 |
13.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart