Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAMYX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS I) | 8.59% | 22.55% | 19.96% | 9.51% | 11.73% | 11.64% | 9.80% | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAMYX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS I) | 06/27/2002 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 22.55 | 19.96 | 9.51 | 11.73 | 11.64 | 9.80 | … | … | 8.59 | 16.44 | 22.61 | 16.66 | -17.32 | 17.42 | 13.10 | 26.90 | -4.52 | 19.42 | 15.46 | -2.21 | 14.03 | 28.26 | 13.34 | 0.21 | 15.13 | 23.76 | -27.05 | 3.37 | 15.20 | 3.99 | 17.18 | 22.25 | -10.12 |
| Sharpe Ratio | NA | 1.95 | 1.27 | 0.43 | 0.58 | NA | NA | … | … | 1.37 | 0.85 | 1.63 | 1.09 | -0.84 | 1.10 | 0.37 | 2.32 | -0.40 | 3.02 | 1.33 | -0.16 | 0.61 | 2.72 | 1.29 | 0.01 | 1.15 | 1.60 | -1.17 | 0.02 | 1.62 | 0.21 | 1.93 | 2.09 | -0.93 |
| Standard Deviation(%) | NA | 10.22 | 13.11 | 15.87 | 17.24 | NA | NA | … | … | 11.74 | 16.08 | 11.66 | 12.07 | 22.49 | 15.75 | 34.34 | 10.97 | 14.94 | 6.23 | 11.45 | 14.42 | 22.89 | 10.36 | 10.42 | 17.89 | 13.08 | 14.76 | 23.78 | 11.45 | 7.32 | 8.05 | 8.39 | 10.32 | 21.44 |
| Draw Down(%) | NA | 7.36 | 16.50 | 26.02 | 33.47 | NA | NA | … | … | 7.36 | 16.50 | 6.46 | 8.86 | 21.69 | 9.74 | 33.47 | 5.13 | 16.65 | 2.37 | 6.61 | 11.98 | 12.41 | 5.60 | 8.88 | 17.86 | 11.86 | 15.27 | 36.30 | 9.17 | 5.73 | 6.09 | 5.46 | 11.92 | 19.94 |
| Yield(%) | 0.00 | 5.61 | 5.34 | 3.29 | 5.72 | 7.34 | 6.52 | … | … | 0.23 | 5.77 | 6.27 | 1.80 | 1.01 | 1.22 | 1.31 | 7.28 | 8.34 | 8.96 | 9.61 | 8.63 | 15.56 | 4.71 | 3.74 | 2.97 | 3.08 | 4.10 | 3.68 | 7.46 | 6.48 | 4.07 | 3.40 | 2.54 | 0.60 |
Data as of 06/04/2026, Common starting date is 06/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMYX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS I) |
-7.93%
Feb 2006 – Feb 2009 |
-1.50%
Feb 2004 – Feb 2009 |
6.64%
Sep 2005 – Sep 2015 |
7.19%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAMYX (LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS I) |
20.30%
May 2023 – May 2026 |
17.84%
Feb 2009 – Feb 2014 |
14.27%
Sep 2011 – Sep 2021 |
12.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart