Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMVYX (LORD ABBETT MICRO-CAP VALUE FUND CLASS I) | -3.27% | 5.90% | 8.89% | 11.25% | 7.06% | 8.47% | 5.40% | 7.73% |
Data as of 07/02/2025, AR inception is 11/18/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVYX (LORD ABBETT MICRO-CAP VALUE FUND CLASS I) | 11/18/1999 | 07/02/2025 |
| 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 (%) | 5.09 | 5.90 | 8.89 | 11.25 | 7.06 | 8.47 | 5.40 | 7.73 | -3.27 | 4.03 | 13.83 | -15.06 | 15.65 | 8.57 | 20.64 | -9.57 | 7.74 | 30.92 | 2.07 | -0.24 | 22.75 | 18.63 | -9.69 | 27.88 | 33.66 | -39.48 | 1.02 | 2.88 | 4.14 | 11.91 | 38.04 | -7.15 | 22.26 | 15.46 | 6.29 |
| Sharpe Ratio | NA | 0.02 | 0.19 | 0.39 | 0.20 | NA | NA | 0.26 | -0.50 | -0.13 | 0.50 | -0.64 | 0.58 | 0.15 | 1.10 | -0.67 | 0.56 | 1.87 | 0.13 | -0.02 | 1.26 | 0.98 | -0.28 | 1.13 | 1.02 | -1.08 | -0.12 | -0.02 | 0.12 | 0.70 | 2.42 | -0.47 | 1.20 | 0.50 | 4.15 |
| Standard Deviation(%) | NA | 25.02 | 21.79 | 24.21 | 25.69 | NA | NA | 23.80 | 28.65 | 20.26 | 19.47 | 25.83 | 26.90 | 54.15 | 17.45 | 16.33 | 12.71 | 16.39 | 15.27 | 16.30 | 18.06 | 19.12 | 34.52 | 24.53 | 32.81 | 37.28 | 16.08 | 20.72 | 16.29 | 15.73 | 15.41 | 17.67 | 16.96 | 22.86 | 15.99 |
| Draw Down(%) | NA | 28.97 | 28.97 | 34.53 | 53.61 | NA | NA | 62.58 | 25.48 | 13.86 | 16.46 | 27.50 | 19.41 | 51.68 | 16.31 | 25.18 | 7.05 | 12.81 | 10.28 | 13.30 | 11.04 | 13.42 | 31.60 | 17.96 | 29.61 | 49.20 | 17.95 | 16.79 | 12.16 | 10.46 | 12.74 | 27.85 | 18.55 | 20.04 | 4.54 |
| Yield(%) | 0.00 | 6.90 | 4.15 | 3.58 | 7.65 | 8.96 | 5.68 | 10.11 | 0.00 | 6.99 | 0.28 | 3.23 | 0.26 | 0.99 | 16.92 | 13.54 | 17.53 | 19.99 | 2.42 | 10.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.23 | 0.67 | 0.57 | 1.42 | 0.80 |
Data as of 07/02/2025, AR inception is 11/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVYX (LORD ABBETT MICRO-CAP VALUE FUND CLASS I) |
-21.36%
Feb 2006 - Feb 2009 |
-10.97%
Feb 2004 - Feb 2009 |
2.27%
Jan 2006 - Jan 2016 |
1.79%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVYX (LORD ABBETT MICRO-CAP VALUE FUND CLASS I) |
27.22%
Feb 2009 - Feb 2012 |
21.97%
Feb 2009 - Feb 2014 |
15.22%
Feb 2009 - Feb 2019 |
11.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart