Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGOTX (LORD ABBETT GROWTH OPPORTUNITIES FUND CLASS R5) | 17.11% | 25.21% | 21.56% | 7.10% | 12.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGOTX (LORD ABBETT GROWTH OPPORTUNITIES FUND CLASS R5) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 25.21 | 21.56 | 7.10 | 12.30 | NA | NA | … | … | 17.11 | 9.29 | 31.13 | 11.11 | -32.42 | -7.90 | 24.27 | 37.11 | -3.05 | 23.27 | 1.31 | -6.10 |
| Sharpe Ratio | NA | 1.14 | 0.73 | 0.17 | 0.45 | NA | NA | … | … | 1.57 | 0.21 | 1.10 | 0.33 | -1.06 | -0.32 | 0.64 | 2.43 | -0.23 | 2.45 | 0.07 | -0.66 |
| Standard Deviation(%) | NA | 23.38 | 25.60 | 25.89 | 23.74 | NA | NA | … | … | 27.14 | 31.16 | 22.34 | 20.74 | 31.89 | 24.81 | 37.64 | 14.68 | 18.76 | 9.27 | 15.78 | 17.93 |
| Draw Down(%) | NA | 15.91 | 31.17 | 42.45 | 42.45 | NA | NA | … | … | 12.21 | 31.17 | 13.50 | 20.51 | 35.38 | 24.15 | 35.79 | 7.25 | 20.50 | 3.39 | 16.27 | 11.86 |
| Yield(%) | 0.00 | 6.07 | 2.90 | 4.04 | 7.76 | 5.12 | 3.84 | … | … | 0.00 | 6.40 | 0.00 | 0.00 | 0.00 | 14.48 | 16.09 | 6.39 | 4.88 | 8.98 | 2.87 | 10.30 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGOTX (LORD ABBETT GROWTH OPPORTUNITIES FUND CLASS R5) |
-7.27%
Oct 2020 – Oct 2023 |
3.31%
Mar 2021 – Mar 2026 |
10.69%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGOTX (LORD ABBETT GROWTH OPPORTUNITIES FUND CLASS R5) |
27.25%
Dec 2018 – Dec 2021 |
21.51%
Oct 2016 – Oct 2021 |
12.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart