Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCTX (LORD ABBETT MID CAP STOCK FUND INC CLASS R5) | 12.38% | 24.89% | 16.82% | 8.71% | 8.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCTX (LORD ABBETT MID CAP STOCK FUND INC CLASS R5) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | 24.89 | 16.82 | 8.71 | 8.97 | NA | NA | … | … | 12.38 | 1.29 | 15.24 | 15.81 | -10.80 | 29.10 | 2.99 | 23.22 | -14.33 | 7.31 | 16.87 | -6.27 |
| Sharpe Ratio | NA | 1.68 | 0.89 | 0.35 | 0.37 | NA | NA | … | … | 1.88 | -0.09 | 0.86 | 0.79 | -0.53 | 1.75 | 0.07 | 1.66 | -1.05 | 0.78 | 1.09 | -0.67 |
| Standard Deviation(%) | NA | 12.28 | 15.01 | 17.28 | 19.72 | NA | NA | … | … | 13.37 | 18.39 | 13.49 | 15.47 | 23.24 | 16.63 | 41.07 | 13.12 | 15.07 | 8.61 | 15.22 | 18.18 |
| Draw Down(%) | NA | 7.68 | 20.85 | 21.60 | 42.14 | NA | NA | … | … | 7.68 | 19.53 | 7.68 | 11.70 | 21.60 | 8.48 | 42.14 | 8.76 | 23.00 | 4.99 | 12.86 | 11.77 |
| Yield(%) | 0.00 | 7.64 | 7.50 | 6.71 | 6.06 | 4.08 | 3.06 | … | … | 0.00 | 7.42 | 10.71 | 1.71 | 7.18 | 10.63 | 1.47 | 4.15 | 5.52 | 3.07 | 1.01 | 0.99 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCTX (LORD ABBETT MID CAP STOCK FUND INC CLASS R5) |
-8.41%
Mar 2017 – Mar 2020 |
1.98%
Oct 2015 – Oct 2020 |
7.85%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCTX (LORD ABBETT MID CAP STOCK FUND INC CLASS R5) |
20.09%
Mar 2020 – Mar 2023 |
16.96%
Mar 2020 – Mar 2025 |
9.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart