Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LCAFX (Lord Abbett Calibrated Large C) NA 12.38% 4.10% 4.34% NA NA NA
Data as of 12/30/2019, Common starting date is 12/23/2011
More Performance Analytics Comparison
Name Start Date End Date
LCAFX (Lord Abbett Calibrated Large C) 12/23/2011 12/30/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 12.38 4.10 4.34 NA NA NA 12.38 -9.71 11.17 17.30 -5.51 12.02 31.20 21.46 0.53
Sharpe Ratio NA 2.37 0.28 0.29 NA NA NA 2.23 -0.71 1.37 1.16 -0.35 1.08 2.79 1.65 6.13
Standard Deviation(%) NA 4.99 10.47 12.58 NA NA NA 4.95 15.58 7.74 14.61 15.75 11.10 11.16 13.07 6.50
Draw Down(%) NA 1.69 19.22 19.30 NA NA NA 1.69 19.22 5.28 12.27 14.07 8.31 5.54 9.66 0.20
Yield(%) 0.00 0.28 5.00 5.20 7.24 4.83 3.62 0.28 5.59 8.96 4.18 7.97 13.88 9.93 4.03 0.00
Data as of 12/30/2019, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCAFX (Lord Abbett Calibrated Large C) 4.97%
Nov 2016 – Nov 2019
4.50%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCAFX (Lord Abbett Calibrated Large C) 19.46%
May 2012 – May 2015
13.41%
Jan 2012 – Jan 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return