Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRSOX (Lord Abbett Small Cap Value Cl F3) | 13.25% | 24.85% | 13.79% | 5.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRSOX (Lord Abbett Small Cap Value Cl F3) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 24.85 | 13.79 | 5.33 | NA | NA | NA | … | … | 13.25 | 0.95 | 13.13 | 20.12 | -17.19 | 26.68 | -1.19 | 20.81 | -12.22 | 9.05 |
| Sharpe Ratio | NA | 1.26 | 0.52 | 0.13 | NA | NA | NA | … | … | 1.66 | -0.08 | 0.51 | 0.91 | -0.72 | 1.16 | -0.03 | 1.25 | -0.82 | 0.58 |
| Standard Deviation(%) | NA | 17.23 | 19.87 | 21.34 | NA | NA | NA | … | … | 17.35 | 23.14 | 18.62 | 18.31 | 25.91 | 22.88 | 47.00 | 15.49 | 16.63 | 20.27 |
| Draw Down(%) | NA | 11.15 | 29.09 | 29.09 | NA | NA | NA | … | … | 11.15 | 24.98 | 9.43 | 14.55 | 27.73 | 12.41 | 47.09 | 11.87 | 26.73 | 9.21 |
| Yield(%) | 0.00 | 5.15 | 5.22 | 5.10 | 6.05 | 4.04 | 3.03 | … | … | 0.00 | 4.75 | 8.60 | 0.33 | 2.42 | 14.71 | 1.00 | 16.25 | 12.63 | 11.74 |
Data as of 06/04/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSOX (Lord Abbett Small Cap Value Cl F3) |
-5.40%
Sep 2017 – Sep 2020 |
0.61%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRSOX (Lord Abbett Small Cap Value Cl F3) |
20.52%
Mar 2020 – Mar 2023 |
15.48%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart