Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAVVX (L Abbett Fundamental Equity Fund Class R) | 4.95% | 11.50% | 15.54% | 14.64% | 9.49% | NA | NA | 9.58% |
Data as of 07/15/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVVX (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 (%) | -0.56 | 11.50 | 15.54 | 14.64 | 9.49 | NA | NA | 9.58 | 4.95 | 20.88 | 13.51 | -9.07 | 29.50 | 3.07 | 23.12 | -8.30 | 13.43 | 16.15 | -3.98 |
| Sharpe Ratio | NA | 0.61 | 0.81 | 0.83 | 0.45 | NA | NA | 0.45 | 0.44 | 1.54 | 0.74 | -0.48 | 2.07 | 0.07 | 1.78 | -0.61 | 1.70 | 1.13 | -0.43 |
| Standard Deviation(%) | NA | 16.90 | 15.56 | 16.33 | 18.50 | NA | NA | 18.49 | 20.12 | 11.18 | 13.46 | 21.87 | 14.21 | 37.59 | 12.16 | 15.86 | 7.52 | 14.09 | 17.98 |
| Draw Down(%) | NA | 16.20 | 16.20 | 19.83 | 38.66 | NA | NA | 38.66 | 16.20 | 6.30 | 10.10 | 19.83 | 5.20 | 38.66 | 7.78 | 19.15 | 4.90 | 11.16 | 12.27 |
| Yield(%) | 0.00 | 7.10 | 5.40 | 7.35 | 7.29 | 4.90 | 3.67 | 7.34 | 0.00 | 8.07 | 1.19 | 4.89 | 14.57 | 2.00 | 12.02 | 8.55 | 12.51 | 5.99 | 9.83 |
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 |
|---|---|---|---|---|
| LAVVX (L Abbett Fundamental Equity Fund Class R) |
-2.69%
Mar 2017 - Mar 2020 |
5.24%
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 |
|---|---|---|---|---|
| LAVVX (L Abbett Fundamental Equity Fund Class R) |
18.48%
Mar 2020 - Mar 2023 |
17.91%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart