Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) | 4.91% | 20.61% | 18.21% | 7.00% | 8.90% | 8.91% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) | 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 (%) | 1.15 | 20.61 | 18.21 | 7.00 | 8.90 | 8.91 | NA | … | … | 4.91 | 16.85 | 20.20 | 12.87 | -13.35 | 15.08 | 2.37 | 22.36 | -8.81 | 12.67 | 15.53 | -3.34 | 6.84 | 36.64 | 10.51 | -4.06 | 19.01 | 25.74 | -28.92 | -2.98 |
| Sharpe Ratio | NA | 1.68 | 1.14 | 0.28 | 0.39 | NA | NA | … | … | 0.61 | 0.88 | 1.49 | 0.69 | -0.68 | 0.85 | 0.06 | 1.73 | -0.64 | 1.60 | 1.09 | -0.22 | 0.54 | 2.93 | 0.72 | -0.16 | 0.93 | 0.88 | -0.80 | -0.85 |
| Standard Deviation(%) | NA | 10.50 | 13.12 | 16.25 | 18.33 | NA | NA | … | … | 12.00 | 15.97 | 11.14 | 13.49 | 21.96 | 17.64 | 37.48 | 12.07 | 15.88 | 7.53 | 14.01 | 15.15 | 12.56 | 12.47 | 14.57 | 26.33 | 20.42 | 29.16 | 37.24 | 16.56 |
| Draw Down(%) | NA | 7.58 | 16.31 | 26.79 | 38.73 | NA | NA | … | … | 7.58 | 16.31 | 6.33 | 10.24 | 20.23 | 15.19 | 38.73 | 7.86 | 19.67 | 4.94 | 11.21 | 13.08 | 8.64 | 5.71 | 13.37 | 24.69 | 17.21 | 24.12 | 42.89 | 7.73 |
| Yield(%) | 0.00 | 8.41 | 6.71 | 3.67 | 5.95 | 7.31 | 5.69 | … | … | 0.00 | 8.56 | 7.82 | 0.68 | 0.82 | 0.88 | 1.56 | 11.73 | 8.20 | 12.21 | 5.51 | 9.54 | 18.98 | 19.04 | 1.83 | 2.20 | 0.28 | 0.01 | 0.59 | 7.64 |
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 |
|---|---|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) |
-3.28%
Mar 2017 – Mar 2020 |
0.58%
Mar 2015 – Mar 2020 |
5.05%
Oct 2013 – Oct 2023 |
5.74%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) |
22.71%
Feb 2009 – Feb 2012 |
20.77%
Feb 2009 – Feb 2014 |
13.14%
Feb 2009 – Feb 2019 |
10.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart