Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVYX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS I) | 5.16% | 21.18% | 18.81% | 7.62% | 9.52% | 9.50% | 8.37% | … | … |
Data as of 06/04/2026, Common starting date is 07/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVYX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS I) | 07/14/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 21.18 | 18.81 | 7.62 | 9.52 | 9.50 | 8.37 | … | … | 5.16 | 17.36 | 20.88 | 13.37 | -12.79 | 16.00 | 2.99 | 23.03 | -8.34 | 13.25 | 16.07 | -2.87 | 7.40 | 37.27 | 11.19 | -3.64 | 19.54 | 26.42 | -28.51 | 7.83 | 14.15 | 5.80 | 16.18 | 15.10 |
| Sharpe Ratio | NA | 1.74 | 1.18 | 0.32 | 0.43 | NA | NA | … | … | 0.67 | 0.91 | 1.54 | 0.73 | -0.65 | 0.91 | 0.07 | 1.78 | -0.61 | 1.68 | 1.13 | -0.19 | 0.59 | 2.98 | 0.77 | -0.14 | 0.95 | 0.90 | -0.79 | 0.32 | 1.01 | 0.33 | 1.32 | 3.07 |
| Standard Deviation(%) | NA | 10.49 | 13.14 | 16.20 | 18.34 | NA | NA | … | … | 12.03 | 15.96 | 11.23 | 13.44 | 21.89 | 17.48 | 37.61 | 12.11 | 15.91 | 7.53 | 14.06 | 15.20 | 12.57 | 12.48 | 14.52 | 26.30 | 20.43 | 29.19 | 37.30 | 14.62 | 10.70 | 10.67 | 11.47 | 11.09 |
| Draw Down(%) | NA | 7.53 | 16.25 | 26.24 | 38.59 | NA | NA | … | … | 7.53 | 16.25 | 6.31 | 10.19 | 19.91 | 14.94 | 38.59 | 7.82 | 19.23 | 4.91 | 11.17 | 12.97 | 8.60 | 5.64 | 13.28 | 24.52 | 17.18 | 24.15 | 42.75 | 10.25 | 9.60 | 7.84 | 7.53 | 3.81 |
| Yield(%) | 0.00 | 8.64 | 7.11 | 4.08 | 6.39 | 7.74 | 7.07 | … | … | 0.00 | 8.82 | 8.16 | 1.20 | 1.27 | 1.49 | 1.99 | 12.06 | 8.56 | 12.52 | 5.97 | 9.93 | 19.26 | 19.38 | 2.32 | 2.53 | 0.68 | 0.42 | 0.85 | 8.59 | 9.09 | 7.86 | 2.00 | 1.35 |
Data as of 06/04/2026, Common starting date is 07/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVYX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS I) |
-10.68%
Feb 2006 – Feb 2009 |
-2.38%
Feb 2004 – Feb 2009 |
5.64%
Oct 2013 – Oct 2023 |
5.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVYX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS I) |
23.34%
Feb 2009 – Feb 2012 |
21.38%
Feb 2009 – Feb 2014 |
13.70%
Feb 2009 – Feb 2019 |
11.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart