Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVTX (L Abbett Fundamental Equity Fund Class R) | 5.15% | 21.23% | 18.82% | 10.91% | 11.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVTX (L Abbett Fundamental Equity Fund Class R) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 21.23 | 18.82 | 10.91 | 11.17 | NA | NA | … | … | 5.15 | 17.41 | 20.86 | 13.36 | -9.15 | 29.40 | 3.07 | 22.91 | -8.34 | 13.29 | 16.07 | -4.07 |
| Sharpe Ratio | NA | 1.74 | 1.19 | 0.54 | 0.53 | NA | NA | … | … | 0.67 | 0.92 | 1.54 | 0.73 | -0.49 | 2.06 | 0.08 | 1.75 | -0.62 | 1.68 | 1.13 | -0.44 |
| Standard Deviation(%) | NA | 10.51 | 13.11 | 15.52 | 18.02 | NA | NA | … | … | 12.00 | 15.94 | 11.19 | 13.41 | 21.81 | 14.25 | 37.50 | 12.22 | 15.85 | 7.53 | 14.01 | 17.98 |
| Draw Down(%) | NA | 7.52 | 16.24 | 19.90 | 38.64 | NA | NA | … | … | 7.52 | 16.24 | 6.30 | 10.18 | 19.90 | 5.16 | 38.64 | 7.74 | 19.22 | 4.84 | 11.17 | 12.27 |
| Yield(%) | 0.00 | 8.64 | 7.11 | 6.96 | 8.06 | 5.54 | 4.16 | … | … | 0.00 | 8.81 | 8.15 | 1.19 | 4.91 | 14.63 | 2.00 | 12.04 | 8.56 | 12.52 | 5.98 | 9.82 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVTX (L Abbett Fundamental Equity Fund Class R) |
-2.77%
Mar 2017 – Mar 2020 |
5.14%
Oct 2015 – Oct 2020 |
10.54%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVTX (L Abbett Fundamental Equity Fund Class R) |
20.25%
Sep 2022 – Sep 2025 |
17.82%
Mar 2020 – Mar 2025 |
12.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart