Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWSCX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS C) | NA | 14.33% | 4.12% | 3.37% | 6.39% | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSCX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS C) | 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 | 14.33 | 4.12 | 3.37 | 6.39 | NA | NA | … | … | 14.33 | -10.83 | 10.73 | 11.68 | -5.76 | 6.67 | 19.78 | 14.58 | -5.36 | 13.43 | 34.06 | -33.47 | 8.14 | 11.18 | 5.99 |
| Sharpe Ratio | NA | 2.03 | 0.33 | 0.26 | 0.51 | NA | NA | … | … | 1.93 | -0.93 | 1.68 | 1.00 | -0.52 | 0.81 | 2.16 | 1.32 | -0.27 | 0.88 | 1.59 | -1.24 | 0.44 | 0.97 | 1.92 |
| Standard Deviation(%) | NA | 6.75 | 9.19 | 10.07 | 11.82 | NA | NA | … | … | 6.73 | 13.08 | 6.03 | 11.37 | 11.13 | 8.25 | 9.12 | 11.10 | 19.72 | 15.11 | 21.37 | 27.66 | 11.76 | 8.16 | 5.10 |
| Draw Down(%) | NA | 4.22 | 18.88 | 18.92 | 21.04 | NA | NA | … | … | 4.22 | 18.88 | 2.66 | 10.10 | 12.39 | 7.29 | 6.52 | 10.89 | 21.04 | 13.49 | 20.00 | 42.93 | 8.12 | 9.17 | 3.54 |
| Yield(%) | 0.00 | 0.15 | 5.01 | 4.55 | 5.72 | 4.82 | 3.61 | … | … | 0.15 | 6.75 | 6.79 | 2.31 | 6.87 | 10.74 | 7.35 | 3.02 | 1.74 | 1.81 | 2.54 | 4.83 | 7.35 | 2.43 | 0.31 |
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 |
|---|---|---|---|---|
| LWSCX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS C) |
-11.90%
Feb 2006 – Feb 2009 |
-0.30%
May 2007 – May 2012 |
3.86%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSCX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS C) |
21.34%
Feb 2009 – Feb 2012 |
17.91%
Feb 2009 – Feb 2014 |
10.70%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart