Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVFX (Lord Abbett Fundamental Equity Fund Cl) | 5.11% | 21.07% | 18.70% | 7.43% | 9.37% | 9.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVFX (Lord Abbett Fundamental Equity Fund Cl) | 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 (%) | 1.20 | 21.07 | 18.70 | 7.43 | 9.37 | 9.36 | NA | … | … | 5.11 | 17.28 | 20.71 | 13.26 | -12.92 | 15.62 | 2.87 | 22.94 | -8.50 | 13.24 | 15.92 | -2.96 | 7.30 | 37.18 | 10.98 | -3.69 | 19.78 | 26.32 | -28.60 | -2.95 |
| Sharpe Ratio | NA | 1.73 | 1.18 | 0.31 | 0.42 | NA | NA | … | … | 0.66 | 0.90 | 1.53 | 0.72 | -0.66 | 0.89 | 0.07 | 1.78 | -0.62 | 1.66 | 1.11 | -0.20 | 0.58 | 2.98 | 0.76 | -0.14 | 0.96 | 0.90 | -0.79 | -0.84 |
| Standard Deviation(%) | NA | 10.50 | 13.12 | 16.22 | 18.33 | NA | NA | … | … | 11.98 | 15.99 | 11.17 | 13.44 | 21.88 | 17.59 | 37.52 | 12.08 | 15.89 | 7.61 | 14.09 | 15.19 | 12.59 | 12.45 | 14.51 | 26.25 | 20.45 | 29.16 | 37.33 | 16.71 |
| Draw Down(%) | NA | 7.50 | 16.22 | 26.47 | 38.66 | NA | NA | … | … | 7.50 | 16.22 | 6.27 | 10.18 | 20.00 | 15.15 | 38.66 | 7.80 | 19.35 | 4.98 | 11.23 | 12.93 | 8.57 | 5.69 | 13.25 | 24.59 | 17.09 | 24.12 | 42.82 | 7.71 |
| Yield(%) | 0.00 | 8.76 | 7.14 | 4.04 | 6.35 | 7.69 | 6.05 | … | … | 0.00 | 8.93 | 8.22 | 1.07 | 1.16 | 1.40 | 1.94 | 12.15 | 8.59 | 12.58 | 5.94 | 9.93 | 19.36 | 19.44 | 2.22 | 2.46 | 0.91 | 0.34 | 0.81 | 7.74 |
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 |
|---|---|---|---|---|
| LAVFX (Lord Abbett Fundamental Equity Fund Cl) |
-2.87%
Mar 2017 – Mar 2020 |
1.00%
Mar 2015 – Mar 2020 |
5.51%
Oct 2013 – Oct 2023 |
6.20%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVFX (Lord Abbett Fundamental Equity Fund Cl) |
23.37%
Feb 2009 – Feb 2012 |
21.34%
Feb 2009 – Feb 2014 |
13.62%
Feb 2009 – Feb 2019 |
11.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart