Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDFVX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS A) | 3.61% | 19.02% | 18.01% | 7.17% | 9.18% | 9.01% | 7.98% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDFVX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS A) | 06/20/1996 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 19.02 | 18.01 | 7.17 | 9.18 | 9.01 | 7.98 | … | … | 3.61 | 17.16 | 20.61 | 13.09 | -13.05 | 15.67 | 2.68 | 22.75 | -8.62 | 13.01 | 15.76 | -3.07 | 7.02 | 36.78 | 10.73 | -3.92 | 19.22 | 25.86 | -28.76 | 7.48 | 13.65 | 5.49 | 15.61 | 31.93 | -14.41 | -4.20 | 9.28 | 14.39 | 10.53 | 18.11 | -49.83 |
| Sharpe Ratio | NA | 1.72 | 1.17 | 0.30 | 0.41 | NA | NA | … | … | 0.64 | 0.90 | 1.52 | 0.71 | -0.66 | 0.89 | 0.06 | 1.77 | -0.63 | 1.64 | 1.11 | -0.20 | 0.56 | 2.94 | 0.74 | -0.15 | 0.94 | 0.88 | -0.79 | 0.30 | 0.96 | 0.30 | 1.27 | 1.97 | -0.68 | -0.41 | 0.30 | 0.65 | 0.41 | 0.86 | -0.74 |
| Standard Deviation(%) | NA | 10.47 | 13.11 | 16.19 | 18.32 | NA | NA | … | … | 12.06 | 15.90 | 11.20 | 13.48 | 21.86 | 17.49 | 37.62 | 12.00 | 15.87 | 7.55 | 14.04 | 15.17 | 12.59 | 12.49 | 14.58 | 26.24 | 20.45 | 29.11 | 37.27 | 14.56 | 10.67 | 10.75 | 11.55 | 15.82 | 22.75 | 16.46 | 17.08 | 16.90 | 17.24 | 16.61 | 103.47 |
| Draw Down(%) | NA | 7.54 | 16.27 | 26.44 | 38.65 | NA | NA | … | … | 7.54 | 16.27 | 6.30 | 10.21 | 20.06 | 15.01 | 38.65 | 7.79 | 19.39 | 4.94 | 11.21 | 13.04 | 8.65 | 5.66 | 13.33 | 24.63 | 17.17 | 24.21 | 42.83 | 10.31 | 9.64 | 7.94 | 7.64 | 12.65 | 27.99 | 19.19 | 10.05 | 10.59 | 18.09 | 11.88 | 57.83 |
| Yield(%) | 0.00 | 8.43 | 6.86 | 3.87 | 6.19 | 7.39 | 6.79 | … | … | 0.00 | 8.62 | 7.93 | 0.93 | 1.04 | 1.20 | 1.77 | 11.83 | 8.35 | 12.31 | 5.71 | 9.70 | 18.95 | 19.03 | 1.95 | 2.21 | 0.32 | 0.05 | 0.52 | 8.24 | 8.77 | 7.54 | 1.73 | 1.29 | 1.87 | 8.74 | 8.34 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDFVX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS A) |
-11.01%
Feb 2006 – Feb 2009 |
-2.74%
Feb 2004 – Feb 2009 |
1.99%
Feb 1999 – Feb 2009 |
5.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDFVX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS A) |
22.92%
Feb 2009 – Feb 2012 |
20.95%
Feb 2009 – Feb 2014 |
13.35%
Feb 2009 – Feb 2019 |
11.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart