Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIDAX (LORD ABBETT INTERNATIONAL DIVIDEND INCOME FUND CLASS A) | 21.82% | 24.10% | 15.34% | 12.08% | 5.61% | 5.04% | NA | 3.67% |
Data as of 08/07/2025, AR inception is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIDAX (LORD ABBETT INTERNATIONAL DIVIDEND INCOME FUND CLASS A) | 06/25/2008 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | 24.10 | 15.34 | 12.08 | 5.61 | 5.04 | NA | 3.67 | 21.82 | 7.17 | 15.37 | -10.94 | 9.72 | 3.87 | 17.56 | -15.95 | 21.24 | 2.54 | -11.77 | -3.10 | 14.42 | 15.62 | -8.99 | 4.10 | 40.62 | -35.09 |
| Sharpe Ratio | NA | 0.76 | 0.68 | 0.62 | 0.21 | NA | NA | 0.13 | 1.67 | 0.05 | 0.85 | -0.62 | 0.70 | 0.11 | 1.50 | -1.31 | 2.79 | 0.13 | -0.69 | -0.28 | 1.06 | 0.94 | -0.36 | 0.19 | 1.43 | -1.20 |
| Standard Deviation(%) | NA | 15.78 | 14.91 | 15.64 | 17.41 | NA | NA | 19.96 | 17.63 | 11.64 | 13.16 | 20.07 | 13.85 | 33.30 | 10.78 | 13.24 | 7.42 | 17.87 | 17.21 | 11.25 | 13.54 | 16.71 | 25.19 | 21.02 | 28.37 | 47.70 |
| Draw Down(%) | NA | 13.09 | 16.01 | 28.54 | 42.66 | NA | NA | 51.42 | 13.09 | 8.31 | 10.42 | 28.53 | 9.83 | 38.29 | 8.01 | 23.75 | 2.37 | 11.08 | 21.06 | 13.67 | 11.61 | 17.26 | 25.03 | 19.58 | 27.22 | 46.37 |
| Yield(%) | 0.00 | 1.42 | 3.03 | 3.64 | 2.91 | 3.65 | 2.54 | 2.99 | 0.41 | 3.50 | 3.46 | 3.22 | 3.47 | 2.17 | 3.48 | 2.74 | 3.31 | 3.73 | 3.01 | 9.73 | 4.46 | 4.25 | 4.55 | 3.83 | 4.25 | 1.76 |
Data as of 08/07/2025, AR inception is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIDAX (LORD ABBETT INTERNATIONAL DIVIDEND INCOME FUND CLASS A) |
-6.62%
Mar 2017 - Mar 2020 |
-4.86%
Mar 2015 - Mar 2020 |
-0.54%
Mar 2010 - Mar 2020 |
2.44%
Jul 2008 - Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIDAX (LORD ABBETT INTERNATIONAL DIVIDEND INCOME FUND CLASS A) |
22.46%
Feb 2009 - Feb 2012 |
17.11%
Feb 2009 - Feb 2014 |
7.68%
Feb 2009 - Feb 2019 |
6.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart