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
LGIRX (Lord Abbett Mid Cap Innovation Growth Fund Class R3) NA -43.09% -28.39% -17.22% -4.77% -3.99% NA
Data as of 11/15/2022, Common starting date is 10/03/2007
More Performance Analytics Comparison
Name Start Date End Date
LGIRX (Lord Abbett Mid Cap Innovation Growth Fund Class R3) 10/03/2007 11/15/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 -43.09 -28.39 -17.22 -4.77 -3.99 NA -36.79 -39.93 14.58 -10.34 11.30 12.26 -5.26 7.20 20.31 15.15 -4.88 12.93 31.13 -38.20 -8.75
Sharpe Ratio NA -1.35 -0.56 -0.49 -0.20 NA NA -1.28 -0.33 1.96 -0.89 1.77 1.06 -0.47 0.87 2.23 1.37 -0.25 0.85 1.45 -1.39 -1.96
Standard Deviation(%) NA 32.77 51.70 37.19 25.73 NA NA 32.88 81.16 6.75 13.05 6.04 11.36 11.15 8.22 9.10 11.10 19.72 15.12 21.37 28.05 17.29
Draw Down(%) NA 45.36 64.27 65.04 65.04 NA NA 38.49 49.14 4.19 18.48 2.70 10.04 12.20 7.18 6.49 10.80 20.87 13.81 19.93 43.77 10.12
Yield(%) 0.00 0.00 0.00 2.63 5.04 3.12 2.27 0.00 0.00 0.29 7.22 7.29 2.85 7.31 11.19 7.83 3.54 2.19 1.44 0.00 0.00 0.00
Data as of 11/15/2022, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGIRX (Lord Abbett Mid Cap Innovation Growth Fund Class R3) -28.13%
Sep 2019 – Sep 2022
-15.14%
Oct 2017 – Oct 2022
-4.72%
Jun 2012 – Jun 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGIRX (Lord Abbett Mid Cap Innovation Growth Fund Class R3) 20.46%
Feb 2009 – Feb 2012
17.62%
Feb 2009 – Feb 2014
10.86%
Feb 2009 – Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return