Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOFLX (Lord Abbett Focused Large Cap Value Fund Class F3) | 2.95% | 17.54% | 19.83% | 9.76% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOFLX (Lord Abbett Focused Large Cap Value Fund Class F3) | 08/01/2019 | 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 (%) | 0.82 | 17.54 | 19.83 | 9.76 | NA | NA | NA | … | … | 2.95 | 19.02 | 21.43 | 14.33 | -9.64 | 28.33 | 5.17 | 7.15 |
| Sharpe Ratio | NA | 1.39 | 1.24 | 0.45 | NA | NA | NA | … | … | 0.24 | 1.01 | 1.51 | 0.73 | -0.49 | 1.67 | 0.10 | 0.98 |
| Standard Deviation(%) | NA | 10.62 | 13.57 | 16.40 | NA | NA | NA | … | … | 12.25 | 16.04 | 11.83 | 14.82 | 22.73 | 16.97 | 47.14 | 17.20 |
| Draw Down(%) | NA | 8.22 | 16.45 | 22.94 | NA | NA | NA | … | … | 8.22 | 16.45 | 6.32 | 12.60 | 22.94 | 8.35 | 47.06 | 7.81 |
| Yield(%) | 0.00 | 0.77 | 1.42 | 9.42 | 6.86 | 4.57 | 3.43 | … | … | 0.00 | 0.80 | 2.72 | 0.00 | 27.60 | 28.32 | 6.34 | 0.68 |
Data as of 06/04/2026, Common starting date is 08/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOFLX (Lord Abbett Focused Large Cap Value Fund Class F3) |
4.30%
Sep 2019 – Sep 2022 |
9.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOFLX (Lord Abbett Focused Large Cap Value Fund Class F3) |
23.70%
Mar 2020 – Mar 2023 |
21.48%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart