Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCPX (LORD ABBETT MID CAP STOCK FUND INC CLASS P) | 12.14% | 24.29% | 16.29% | 4.92% | 6.82% | 7.74% | 6.37% | … | … |
Data as of 06/04/2026, Common starting date is 01/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCPX (LORD ABBETT MID CAP STOCK FUND INC CLASS P) | 01/20/1999 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 24.29 | 16.29 | 4.92 | 6.82 | 7.74 | 6.37 | … | … | 12.14 | 7.06 | 14.73 | 15.27 | -17.62 | 18.69 | 2.50 | 22.71 | -14.72 | 6.86 | 16.35 | -3.69 | 11.64 | 30.35 | 14.50 | -4.03 | 25.43 | 26.63 | -39.66 | 0.73 | 12.17 | 8.09 | 24.07 | 24.85 | -9.84 | 8.08 | 39.22 | 1.09 |
| Sharpe Ratio | NA | 1.64 | 0.86 | 0.12 | 0.25 | NA | NA | … | … | 1.83 | 0.24 | 0.82 | 0.76 | -0.80 | 0.99 | 0.05 | 1.62 | -1.07 | 0.72 | 1.06 | -0.24 | 0.94 | 2.37 | 0.98 | -0.14 | 1.20 | 0.88 | -1.00 | -0.16 | 0.85 | 0.53 | 2.02 | 1.68 | -0.50 | 0.31 | 1.96 | -0.17 |
| Standard Deviation(%) | NA | 12.27 | 15.01 | 17.88 | 19.99 | NA | NA | … | … | 13.38 | 17.55 | 13.52 | 15.46 | 23.83 | 18.86 | 41.06 | 13.09 | 15.07 | 8.67 | 15.20 | 15.59 | 12.34 | 12.81 | 14.84 | 28.11 | 21.19 | 30.30 | 40.34 | 15.42 | 10.39 | 11.09 | 11.45 | 14.35 | 22.15 | 18.18 | 17.87 | 12.88 |
| Draw Down(%) | NA | 7.74 | 20.96 | 27.98 | 42.19 | NA | NA | … | … | 7.74 | 19.58 | 7.71 | 11.74 | 22.97 | 12.64 | 42.19 | 8.83 | 23.10 | 5.05 | 12.91 | 12.79 | 9.62 | 6.45 | 13.12 | 27.28 | 17.16 | 29.27 | 52.87 | 15.47 | 8.90 | 7.81 | 7.56 | 15.81 | 28.64 | 17.71 | 15.39 | 13.19 |
| Yield(%) | 0.00 | 7.41 | 7.14 | 3.67 | 3.80 | 4.12 | 4.07 | … | … | 0.00 | 7.18 | 10.39 | 1.25 | 0.73 | 0.71 | 1.05 | 3.65 | 5.15 | 2.62 | 0.49 | 0.61 | 0.58 | 0.51 | 0.69 | 0.04 | 0.32 | 0.61 | 6.03 | 18.04 | 12.04 | 9.14 | 4.03 | 2.42 | 2.04 | 5.34 | 10.16 | 0.15 |
Data as of 06/04/2026, Common starting date is 01/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCPX (LORD ABBETT MID CAP STOCK FUND INC CLASS P) |
-18.18%
Feb 2006 – Feb 2009 |
-6.73%
Feb 2004 – Feb 2009 |
3.61%
Feb 1999 – Feb 2009 |
3.32%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCPX (LORD ABBETT MID CAP STOCK FUND INC CLASS P) |
27.15%
Feb 2009 – Feb 2012 |
23.28%
Feb 2009 – Feb 2014 |
13.73%
Feb 2009 – Feb 2019 |
10.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart