Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LWSBX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS B) | NA | 4.49% | 3.38% | 5.65% | 5.21% | NA | NA | 6.12% |
Data as of 05/09/2018, AR inception is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSBX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS B) | 06/30/2005 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.49 | 3.38 | 5.65 | 5.21 | NA | NA | 6.12 | -1.89 | 10.66 | 11.69 | -5.77 | 6.69 | 19.68 | 14.61 | -5.42 | 13.44 | 34.06 | -33.47 | 8.20 | 11.17 | 5.91 |
| Sharpe Ratio | NA | 0.37 | 0.27 | 0.55 | 0.32 | NA | NA | 0.34 | -0.44 | 1.68 | 1.01 | -0.52 | 0.81 | 2.16 | 1.31 | -0.28 | 0.89 | 1.59 | -1.24 | 0.44 | 0.96 | 1.88 |
| Standard Deviation(%) | NA | 9.75 | 10.55 | 9.80 | 15.50 | NA | NA | 14.49 | 14.47 | 6.01 | 11.36 | 11.16 | 8.26 | 9.08 | 11.17 | 19.67 | 15.00 | 21.36 | 27.72 | 11.73 | 8.20 | 5.11 |
| Draw Down(%) | NA | 8.70 | 18.93 | 18.93 | 44.49 | NA | NA | 47.55 | 8.70 | 2.70 | 10.14 | 12.33 | 7.30 | 6.58 | 10.84 | 21.06 | 13.42 | 20.00 | 42.93 | 8.12 | 9.17 | 3.54 |
| Yield(%) | 0.00 | 6.08 | 4.71 | 6.35 | 4.65 | 4.23 | 3.17 | 5.29 | 0.00 | 6.45 | 2.22 | 6.77 | 10.65 | 7.28 | 2.98 | 1.68 | 1.81 | 2.54 | 4.83 | 7.36 | 2.42 | 0.29 |
Data as of 05/09/2018, AR inception is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSBX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS B) |
-11.90%
Feb 2006 - Feb 2009 |
-0.30%
May 2007 - May 2012 |
3.85%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSBX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS B) |
21.31%
Feb 2009 - Feb 2012 |
17.88%
Feb 2009 - Feb 2014 |
5.98%
Jan 2008 - Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart