Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVVX (L Abbett Fundamental Equity Fund Class R) | 5.15% | 21.25% | 18.87% | 10.98% | 11.26% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVVX (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 (%) | 1.15 | 21.25 | 18.87 | 10.98 | 11.26 | NA | NA | … | … | 5.15 | 17.49 | 20.88 | 13.51 | -9.07 | 29.50 | 3.07 | 23.12 | -8.30 | 13.43 | 16.15 | -3.98 |
| Sharpe Ratio | NA | 1.75 | 1.19 | 0.55 | 0.53 | NA | NA | … | … | 0.67 | 0.92 | 1.54 | 0.74 | -0.48 | 2.07 | 0.07 | 1.78 | -0.61 | 1.70 | 1.13 | -0.43 |
| Standard Deviation(%) | NA | 10.50 | 13.11 | 15.53 | 18.04 | NA | NA | … | … | 12.04 | 15.93 | 11.18 | 13.46 | 21.87 | 14.21 | 37.59 | 12.16 | 15.86 | 7.52 | 14.09 | 17.98 |
| Draw Down(%) | NA | 7.55 | 16.20 | 19.83 | 38.66 | NA | NA | … | … | 7.55 | 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 | 8.54 | 7.04 | 6.93 | 8.06 | 5.55 | 4.16 | … | … | 0.00 | 8.72 | 8.07 | 1.19 | 4.89 | 14.57 | 2.00 | 12.02 | 8.55 | 12.51 | 5.99 | 9.83 |
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 |
|---|---|---|---|---|
| LAVVX (L Abbett Fundamental Equity Fund Class R) |
-2.69%
Mar 2017 – Mar 2020 |
5.24%
Oct 2015 – Oct 2020 |
10.63%
Oct 2015 – Oct 2025 |
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) |
20.34%
Sep 2022 – Sep 2025 |
17.91%
Mar 2020 – Mar 2025 |
12.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart