Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMVVX (Lord Abbett Focused Small Cap Value R5) | 14.30% | 27.39% | 12.67% | 4.66% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVVX (Lord Abbett Focused Small Cap Value R5) | 07/03/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 27.39 | 12.67 | 4.66 | NA | NA | NA | … | … | 14.30 | 0.27 | 10.39 | 13.82 | -12.15 | 27.61 | 8.58 | 6.29 |
| Sharpe Ratio | NA | 1.33 | 0.43 | 0.09 | NA | NA | NA | … | … | 1.67 | -0.11 | 0.36 | 0.53 | -0.52 | 1.09 | 0.15 | 0.63 |
| Standard Deviation(%) | NA | 17.98 | 20.54 | 22.20 | NA | NA | NA | … | … | 18.26 | 23.75 | 19.04 | 19.48 | 26.23 | 25.31 | 53.75 | 18.67 |
| Draw Down(%) | NA | 11.82 | 28.94 | 28.94 | NA | NA | NA | … | … | 11.82 | 25.45 | 8.67 | 16.49 | 27.50 | 13.60 | 51.68 | 12.21 |
| Yield(%) | 0.00 | 4.82 | 4.40 | 4.91 | 4.66 | 3.11 | 2.33 | … | … | 0.00 | 4.36 | 6.99 | 0.28 | 5.92 | 12.29 | 1.00 | 14.99 |
Data as of 06/04/2026, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVVX (Lord Abbett Focused Small Cap Value R5) |
-0.31%
Apr 2021 – Apr 2024 |
3.70%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVVX (Lord Abbett Focused Small Cap Value R5) |
29.22%
Mar 2020 – Mar 2023 |
19.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart