Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) | 4.75% | 11.17% | 15.17% | 14.27% | 9.12% | NA | NA | 9.21% |
Data as of 07/15/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) | 07/01/2015 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 11.17 | 15.17 | 14.27 | 9.12 | NA | NA | 9.21 | 4.75 | 20.55 | 13.09 | -9.35 | 29.09 | 2.76 | 22.69 | -8.65 | 13.03 | 15.73 | -4.14 |
| Sharpe Ratio | NA | 0.59 | 0.79 | 0.80 | 0.43 | NA | NA | 0.43 | 0.41 | 1.51 | 0.71 | -0.49 | 2.04 | 0.07 | 1.75 | -0.64 | 1.65 | 1.11 | -0.45 |
| Standard Deviation(%) | NA | 16.94 | 15.57 | 16.34 | 18.49 | NA | NA | 18.48 | 20.16 | 11.23 | 13.45 | 21.87 | 14.22 | 37.57 | 12.14 | 15.84 | 7.54 | 14.01 | 18.07 |
| Draw Down(%) | NA | 16.32 | 16.32 | 20.10 | 38.70 | NA | NA | 38.70 | 16.32 | 6.34 | 10.19 | 20.10 | 5.23 | 38.70 | 7.84 | 19.41 | 4.88 | 11.23 | 12.35 |
| Yield(%) | 0.00 | 7.07 | 5.24 | 7.15 | 7.11 | 4.78 | 3.58 | 7.16 | 0.00 | 8.02 | 0.93 | 4.76 | 14.47 | 1.68 | 11.89 | 8.41 | 12.44 | 5.92 | 9.76 |
Data as of 07/15/2025, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) |
-3.03%
Mar 2017 - Mar 2020 |
4.86%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) |
18.09%
Mar 2020 - Mar 2023 |
17.54%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart