Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIRTX (Lord Abbett Intl Dividend Income Fund Cl) | 19.36% | 22.53% | 14.69% | 11.83% | 5.61% | NA | NA | 5.25% |
Data as of 08/04/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIRTX (Lord Abbett Intl Dividend Income Fund Cl) | 07/01/2015 | 08/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 22.53 | 14.69 | 11.83 | 5.61 | NA | NA | 5.25 | 19.36 | 7.95 | 15.72 | -10.66 | 9.95 | 4.13 | 17.77 | -15.77 | 21.80 | 2.78 | -11.91 |
| Sharpe Ratio | NA | 0.79 | 0.71 | 0.64 | 0.23 | NA | NA | 0.21 | 1.70 | 0.12 | 0.89 | -0.60 | 0.71 | 0.12 | 1.53 | -1.30 | 2.83 | 0.14 | -1.17 |
| Standard Deviation(%) | NA | 15.78 | 14.91 | 15.64 | 17.36 | NA | NA | 17.37 | 17.60 | 11.75 | 13.07 | 20.14 | 13.90 | 33.30 | 10.73 | 13.21 | 7.50 | 17.82 | 19.04 |
| Draw Down(%) | NA | 13.07 | 15.94 | 28.33 | 42.33 | NA | NA | 42.33 | 13.07 | 8.16 | 10.32 | 28.33 | 9.79 | 38.27 | 7.92 | 23.51 | 2.36 | 11.05 | 15.64 |
| Yield(%) | 0.00 | 1.63 | 3.25 | 3.90 | 3.13 | 2.02 | 1.51 | 3.03 | 0.47 | 3.76 | 3.70 | 3.43 | 3.72 | 2.37 | 3.75 | 2.97 | 3.60 | 3.98 | 1.03 |
Data as of 08/04/2025, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIRTX (Lord Abbett Intl Dividend Income Fund Cl) |
-6.35%
Mar 2017 - Mar 2020 |
-2.26%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIRTX (Lord Abbett Intl Dividend Income Fund Cl) |
15.42%
Jun 2022 - Jun 2025 |
14.49%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart