Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGXFX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS F) | NA | 14.83% | 4.91% | 4.22% | 7.18% | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGXFX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS F) | 10/03/2007 | 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.83 | 4.91 | 4.22 | 7.18 | NA | NA | … | … | 14.83 | -9.96 | 11.69 | 12.72 | -4.89 | 7.59 | 20.82 | 15.64 | -4.57 | 13.17 | 31.23 | -38.16 | -8.81 |
| Sharpe Ratio | NA | 2.11 | 0.41 | 0.35 | 0.58 | NA | NA | … | … | 2.00 | -0.87 | 1.84 | 1.10 | -0.44 | 0.92 | 2.28 | 1.41 | -0.23 | 0.87 | 1.45 | -1.39 | -1.98 |
| Standard Deviation(%) | NA | 6.75 | 9.16 | 10.04 | 11.80 | NA | NA | … | … | 6.73 | 13.02 | 6.02 | 11.32 | 11.15 | 8.25 | 9.11 | 11.17 | 19.62 | 15.12 | 21.40 | 28.07 | 17.21 |
| Draw Down(%) | NA | 4.17 | 18.13 | 18.38 | 20.68 | NA | NA | … | … | 4.17 | 18.13 | 2.63 | 10.02 | 12.04 | 7.17 | 6.48 | 10.69 | 20.68 | 13.85 | 19.91 | 43.68 | 10.17 |
| Yield(%) | 0.00 | 0.50 | 5.78 | 5.29 | 6.51 | 3.23 | 2.42 | … | … | 0.50 | 7.59 | 7.67 | 3.24 | 7.66 | 11.57 | 8.25 | 3.94 | 2.56 | 1.61 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2019, 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 |
|---|---|---|---|---|
| LGXFX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS F) |
-6.96%
Nov 2007 – Nov 2010 |
-1.66%
Nov 2007 – Nov 2012 |
3.83%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGXFX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS F) |
20.71%
Feb 2009 – Feb 2012 |
17.95%
Feb 2009 – Feb 2014 |
11.23%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart