Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMCSX (LORD ABBETT MID CAP STOCK FUND INC CLASS R4) | -4.16% | -0.64% | 8.49% | 11.67% | 10.97% | NA | NA | 10.94% |
Data as of 08/01/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCSX (LORD ABBETT MID CAP STOCK FUND INC CLASS R4) | 07/01/2015 | 08/01/2025 |
| 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 (%) | -6.20 | -0.64 | 8.49 | 11.67 | 10.97 | NA | NA | 10.94 | -4.16 | 14.94 | 15.54 | -11.04 | 28.81 | 2.70 | 88.79 | -14.54 | 7.05 | 16.61 | -6.39 |
| Sharpe Ratio | NA | -0.20 | 0.29 | 0.53 | 0.45 | NA | NA | 0.45 | -0.47 | 0.84 | 0.77 | -0.54 | 1.73 | 0.06 | 3.52 | -1.06 | 0.75 | 1.08 | -0.68 |
| Standard Deviation(%) | NA | 18.86 | 17.37 | 18.29 | 21.22 | NA | NA | 21.16 | 21.41 | 13.51 | 15.51 | 23.21 | 16.62 | 41.03 | 24.81 | 15.06 | 8.62 | 15.21 | 18.21 |
| Draw Down(%) | NA | 20.92 | 20.92 | 21.75 | 42.17 | NA | NA | 42.17 | 19.56 | 7.69 | 11.74 | 21.75 | 8.52 | 42.17 | 8.79 | 23.02 | 5.01 | 12.90 | 11.78 |
| Yield(%) | 0.00 | 9.23 | 6.27 | 7.55 | 9.01 | 5.99 | 4.49 | 8.98 | 0.00 | 10.23 | 1.44 | 6.89 | 10.11 | 1.22 | 49.53 | 5.19 | 2.80 | 0.97 | 0.86 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| LMCSX (LORD ABBETT MID CAP STOCK FUND INC CLASS R4) |
2.18%
Dec 2015 - Dec 2018 |
8.34%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCSX (LORD ABBETT MID CAP STOCK FUND INC CLASS R4) |
35.68%
Dec 2018 - Dec 2021 |
20.75%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart