Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDSAX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS A) | NA | 8.12% | 7.12% | 8.42% | 8.03% | NA | NA | … | … |
Data as of 07/25/2018, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDSAX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS A) | 07/07/2006 | 07/25/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.12 | 7.12 | 8.42 | 8.03 | NA | NA | … | … | 2.85 | 16.12 | 6.94 | -0.18 | 5.26 | 35.01 | 13.98 | -8.11 | 17.64 | 32.50 | -36.38 | 10.98 | 11.06 |
| Sharpe Ratio | NA | 0.62 | 0.49 | 0.65 | 0.38 | NA | NA | … | … | 0.28 | 2.10 | 0.48 | -0.01 | 0.44 | 2.89 | 0.97 | -0.30 | 0.86 | 1.14 | -1.03 | 0.52 | 2.48 |
| Standard Deviation(%) | NA | 11.54 | 12.87 | 12.42 | 20.38 | NA | NA | … | … | 14.23 | 7.40 | 14.02 | 14.45 | 12.05 | 12.12 | 14.48 | 26.99 | 20.46 | 28.41 | 36.22 | 15.30 | 8.37 |
| Draw Down(%) | NA | 9.51 | 17.78 | 19.06 | 44.80 | NA | NA | … | … | 9.51 | 2.92 | 12.81 | 12.59 | 9.32 | 6.12 | 13.29 | 25.95 | 17.65 | 24.38 | 47.21 | 10.03 | 3.65 |
| Yield(%) | 0.00 | 19.12 | 11.92 | 11.70 | 8.45 | 6.16 | 4.62 | … | … | 7.55 | 13.20 | 9.24 | 10.51 | 13.88 | 12.04 | 0.99 | 0.53 | 0.15 | 0.14 | 2.34 | 5.07 | 2.01 |
Data as of 07/25/2018, Common starting date is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDSAX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS A) |
-7.50%
Jun 2007 – Jun 2010 |
-1.00%
May 2007 – May 2012 |
5.49%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDSAX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS A) |
23.91%
Feb 2009 – Feb 2012 |
21.92%
Feb 2009 – Feb 2014 |
7.55%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart