Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVMFX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS F) | NA | 15.49% | 3.48% | 3.75% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVMFX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS F) | 12/23/2011 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.49 | 3.48 | 3.75 | NA | NA | NA | … | … | 15.49 | -13.64 | 11.10 | 17.49 | -6.62 | 15.88 | 34.13 | 17.69 | 0.47 |
| Sharpe Ratio | NA | 2.91 | 0.23 | 0.24 | NA | NA | NA | … | … | 2.76 | -0.99 | 1.24 | 1.09 | -0.43 | 1.36 | 2.74 | 1.28 | 5.69 |
| Standard Deviation(%) | NA | 5.18 | 10.44 | 12.76 | NA | NA | NA | … | … | 5.13 | 15.06 | 8.45 | 15.72 | 15.49 | 11.69 | 12.45 | 13.94 | 5.99 |
| Draw Down(%) | NA | 1.49 | 21.67 | 22.97 | NA | NA | NA | … | … | 1.49 | 21.67 | 4.56 | 13.80 | 14.53 | 9.30 | 6.96 | 11.19 | 0.20 |
| Yield(%) | 0.00 | 0.04 | 6.09 | 5.49 | 7.51 | 5.01 | 3.76 | … | … | 0.04 | 9.51 | 8.36 | 1.97 | 8.01 | 12.38 | 12.36 | 4.13 | 0.00 |
Data as of 12/30/2019, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMFX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS F) |
4.07%
Dec 2015 – Dec 2018 |
4.05%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMFX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS F) |
21.84%
May 2012 – May 2015 |
14.66%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart