Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTFOX (Lord Abbett Affiliated Cl F3) | 10.86% | 23.76% | 19.69% | 10.48% | 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 |
|---|---|---|
| LTFOX (Lord Abbett Affiliated 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 (%) | 2.09 | 23.76 | 19.69 | 10.48 | NA | NA | NA | … | … | 10.86 | 16.10 | 17.61 | 10.87 | -9.49 | 27.15 | -0.80 | 25.70 | -8.21 | 13.52 |
| Sharpe Ratio | NA | 1.97 | 1.26 | 0.53 | NA | NA | NA | … | … | 1.74 | 0.86 | 1.25 | 0.61 | -0.55 | 1.98 | -0.03 | 2.06 | -0.64 | 2.56 |
| Standard Deviation(%) | NA | 10.45 | 12.79 | 14.58 | NA | NA | NA | … | … | 12.44 | 15.49 | 11.16 | 11.94 | 19.93 | 13.72 | 37.52 | 11.76 | 15.09 | 7.03 |
| Draw Down(%) | NA | 7.30 | 15.36 | 19.27 | NA | NA | NA | … | … | 7.30 | 15.36 | 6.97 | 9.40 | 19.27 | 5.39 | 39.41 | 6.58 | 17.78 | 2.69 |
| Yield(%) | 0.00 | 7.92 | 6.73 | 5.72 | 6.11 | 4.07 | 3.06 | … | … | 0.34 | 8.23 | 7.17 | 2.09 | 6.80 | 5.08 | 2.10 | 5.44 | 10.02 | 11.57 |
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 |
|---|---|---|---|---|
| LTFOX (Lord Abbett Affiliated Cl F3) |
1.83%
Oct 2017 – Oct 2020 |
4.82%
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 |
|---|---|---|---|---|
| LTFOX (Lord Abbett Affiliated Cl F3) |
19.92%
May 2023 – May 2026 |
15.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart