Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWSAX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS A) | NA | 14.75% | 4.76% | 4.06% | 7.13% | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSAX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS A) | 06/30/2005 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.75 | 4.76 | 4.06 | 7.13 | NA | NA | … | … | 14.75 | -10.15 | 11.51 | 12.54 | -5.03 | 7.41 | 20.60 | 15.47 | -4.73 | 14.23 | 34.88 | -33.04 | 8.93 | 11.90 | 6.22 |
| Sharpe Ratio | NA | 2.09 | 0.40 | 0.33 | 0.57 | NA | NA | … | … | 1.99 | -0.88 | 1.82 | 1.08 | -0.45 | 0.90 | 2.27 | 1.40 | -0.24 | 0.94 | 1.62 | -1.22 | 0.51 | 1.06 | 1.97 |
| Standard Deviation(%) | NA | 6.76 | 9.17 | 10.05 | 11.80 | NA | NA | … | … | 6.75 | 13.04 | 6.02 | 11.37 | 11.13 | 8.26 | 9.07 | 11.11 | 19.68 | 15.08 | 21.41 | 27.73 | 11.72 | 8.18 | 5.22 |
| Draw Down(%) | NA | 4.17 | 18.33 | 18.46 | 20.79 | NA | NA | … | … | 4.17 | 18.33 | 2.63 | 10.01 | 12.12 | 7.16 | 6.48 | 10.78 | 20.79 | 13.33 | 19.91 | 42.64 | 8.08 | 9.13 | 3.54 |
| Yield(%) | 0.00 | 0.42 | 5.64 | 5.15 | 6.49 | 5.48 | 4.11 | … | … | 0.43 | 7.44 | 7.51 | 3.08 | 7.52 | 11.39 | 8.06 | 3.78 | 2.39 | 2.44 | 3.19 | 5.39 | 7.95 | 2.94 | 0.34 |
Data as of 12/30/2019, Common starting date is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSAX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS A) |
-11.32%
Feb 2006 – Feb 2009 |
0.37%
May 2007 – May 2012 |
4.57%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSAX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS A) |
22.16%
Feb 2009 – Feb 2012 |
18.73%
Feb 2009 – Feb 2014 |
11.50%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart