Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMVYX (LORD ABBETT MICRO-CAP VALUE FUND CLASS I) | 14.31% | 27.35% | 12.66% | 1.93% | 8.13% | 8.10% | 5.73% | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 27.35 | 12.66 | 1.93 | 8.13 | 8.10 | 5.73 | … | … | 14.31 | -2.32 | 10.43 | 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 | 1.32 | 0.43 | -0.03 | 0.25 | NA | NA | … | … | 1.66 | -0.22 | 0.36 | 0.53 | -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 | -0.13 | -0.03 | 0.12 | 0.69 | 2.42 | -0.47 | 1.19 | 0.49 | 4.13 |
| Standard Deviation(%) | NA | 18.04 | 20.56 | 22.48 | 25.74 | NA | NA | … | … | 18.33 | 24.34 | 19.01 | 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 | 11.85 | 28.97 | 34.53 | 53.61 | NA | NA | … | … | 11.85 | 25.48 | 8.64 | 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 | 4.82 | 4.40 | 2.58 | 7.46 | 7.52 | 5.34 | … | … | 0.00 | 4.36 | 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 06/04/2026, Common starting date 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