Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMCBX (LORD ABBETT MID CAP STOCK FUND INC CLASS B) | NA | 1.46% | 3.96% | 7.78% | 6.26% | 7.88% | 7.48% | 7.40% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCBX (LORD ABBETT MID CAP STOCK FUND INC CLASS B) | 12/23/1997 | 05/09/2018 |
The return data shown below all have the same latest date: 05/09/2018.
AR inception is since 12/23/1997.
AR inception is since 12/23/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.46 | 3.96 | 7.78 | 6.26 | 7.88 | 7.48 | 7.40 | -1.32 | 6.24 | 15.72 | -4.28 | 10.90 | 29.41 | 13.76 | -4.57 | 24.72 | 25.99 | -39.88 | -0.16 | 11.60 | 7.44 | 23.38 | 24.15 | -10.30 | 7.07 | 52.44 | 3.31 | -1.20 | -10.91 |
| Sharpe Ratio | NA | 0.05 | 0.25 | 0.56 | 0.28 | NA | NA | 0.31 | -0.30 | 0.65 | 1.01 | -0.28 | 0.88 | 2.30 | 0.93 | -0.16 | 1.16 | 0.86 | -1.01 | -0.21 | 0.80 | 0.47 | 1.96 | 1.63 | -0.52 | 0.27 | 3.13 | 0.01 | -0.29 | NA |
| Standard Deviation(%) | NA | 11.55 | 13.90 | 13.34 | 21.89 | NA | NA | 19.15 | 16.16 | 8.64 | 15.24 | 15.58 | 12.35 | 12.79 | 14.85 | 28.12 | 21.15 | 30.26 | 40.29 | 15.41 | 10.36 | 11.12 | 11.45 | 14.38 | 22.13 | 17.97 | 15.45 | 13.41 | 15.71 | NA |
| Draw Down(%) | NA | 8.82 | 20.74 | 20.74 | 53.72 | NA | NA | 61.04 | 8.82 | 5.12 | 12.99 | 12.92 | 9.78 | 6.52 | 13.26 | 27.37 | 17.25 | 29.28 | 53.03 | 15.64 | 8.96 | 7.91 | 7.58 | 15.86 | 28.84 | 17.85 | 6.98 | 13.41 | 26.10 | NA |
| Yield(%) | 0.00 | 1.94 | 0.72 | 0.56 | 0.45 | 4.79 | 5.08 | 5.00 | 0.00 | 1.98 | 0.01 | 0.02 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 5.67 | 18.05 | 11.83 | 8.85 | 3.70 | 1.36 | 1.71 | 5.25 | 19.48 | 4.08 | 0.00 | 0.33 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCBX (LORD ABBETT MID CAP STOCK FUND INC CLASS B) |
-18.69%
Feb 2006 - Feb 2009 |
-7.29%
Feb 2004 - Feb 2009 |
3.65%
Jan 2006 - Jan 2016 |
5.73%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCBX (LORD ABBETT MID CAP STOCK FUND INC CLASS B) |
26.46%
Feb 2009 - Feb 2012 |
22.54%
Feb 2009 - Feb 2014 |
10.78%
Aug 1998 - Aug 2008 |
9.99%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart