Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMCPX (LORD ABBETT MID CAP STOCK FUND INC CLASS P) | 0.31% | -5.55% | 6.51% | 7.02% | 3.89% | 7.72% | 5.14% | 7.15% |
Data as of 07/17/2025, AR inception 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 | 07/17/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | -5.55 | 6.51 | 7.02 | 3.89 | 7.72 | 5.14 | 7.15 | 0.31 | 5.08 | 14.42 | -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 | -0.29 | 0.15 | 0.29 | 0.12 | NA | NA | 0.28 | -0.14 | -0.09 | 0.66 | -0.80 | 0.99 | 0.06 | 1.63 | -1.07 | 0.72 | 1.06 | -0.24 | 0.94 | 2.37 | 0.98 | -0.14 | 1.20 | 0.88 | -1.00 | -0.15 | 0.86 | 0.53 | 2.02 | 1.68 | -0.49 | 0.32 | 1.97 | -0.16 |
| Standard Deviation(%) | NA | 21.06 | 18.50 | 19.32 | 20.57 | NA | NA | 20.15 | 21.55 | 16.63 | 15.49 | 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 | 27.61 | 27.61 | 27.98 | 42.19 | NA | NA | 60.67 | 19.58 | 15.47 | 12.05 | 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 | 0.39 | 0.59 | 0.82 | 1.67 | 2.47 | 3.09 | 5.37 | 0.00 | 0.43 | 0.42 | 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 07/17/2025, AR inception 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 |
3.17%
Apr 2015 - Apr 2025 |
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 |
10.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart