Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVQX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R2) | 3.73% | 19.34% | 17.68% | 6.62% | 8.68% | 8.73% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVQX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R2) | 10/03/2007 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 19.34 | 17.68 | 6.62 | 8.68 | 8.73 | NA | … | … | 3.73 | 16.71 | 20.05 | 12.81 | -13.47 | 14.92 | 2.33 | 22.29 | -8.92 | 12.64 | 15.38 | -3.48 | 6.80 | 36.41 | 10.50 | -4.19 | 19.40 | 25.67 | -28.94 | -3.00 |
| Sharpe Ratio | NA | 1.67 | 1.13 | 0.27 | 0.39 | NA | NA | … | … | 0.61 | 0.87 | 1.47 | 0.69 | -0.68 | 0.85 | 0.06 | 1.71 | -0.65 | 1.59 | 1.08 | -0.23 | 0.54 | 2.92 | 0.73 | -0.16 | 0.95 | 0.87 | -0.80 | -0.86 |
| Standard Deviation(%) | NA | 10.49 | 13.10 | 16.23 | 18.33 | NA | NA | … | … | 12.01 | 15.94 | 11.15 | 13.39 | 21.94 | 17.63 | 37.54 | 12.16 | 15.90 | 7.56 | 14.02 | 15.11 | 12.62 | 12.44 | 14.53 | 26.27 | 20.43 | 29.28 | 37.30 | 16.55 |
| Draw Down(%) | NA | 7.60 | 16.33 | 26.84 | 38.63 | NA | NA | … | … | 7.60 | 16.33 | 6.29 | 10.28 | 20.23 | 15.21 | 38.63 | 7.88 | 19.69 | 4.96 | 11.26 | 13.01 | 8.62 | 5.68 | 13.37 | 24.68 | 17.19 | 24.17 | 42.89 | 7.75 |
| Yield(%) | 0.00 | 8.18 | 6.56 | 3.55 | 5.83 | 7.20 | 5.61 | … | … | 0.00 | 8.31 | 7.78 | 0.58 | 0.75 | 0.75 | 1.50 | 11.62 | 7.91 | 12.17 | 5.40 | 9.46 | 18.80 | 18.99 | 1.70 | 2.11 | 0.83 | 0.00 | 0.71 | 7.62 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LAVQX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R2) |
-3.35%
Mar 2017 – Mar 2020 |
0.50%
Mar 2015 – Mar 2020 |
4.96%
Oct 2013 – Oct 2023 |
5.68%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVQX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R2) |
22.80%
Feb 2009 – Feb 2012 |
20.77%
Feb 2009 – Feb 2014 |
13.08%
Feb 2009 – Feb 2019 |
10.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart