Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWSPX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS P) | NA | 12.30% | 4.84% | 8.84% | 4.83% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSPX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS P) | 06/30/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.30 | 4.84 | 8.84 | 4.83 | NA | NA | … | … | 7.12 | 12.37 | -5.12 | 7.27 | 20.41 | 15.24 | -4.86 | 14.24 | 34.84 | -33.13 | 8.79 | 11.94 | 6.28 |
| Sharpe Ratio | NA | 1.89 | 0.46 | 0.91 | 0.29 | NA | NA | … | … | 1.34 | 1.07 | -0.46 | 0.88 | 2.24 | 1.37 | -0.25 | 0.94 | 1.63 | -1.22 | 0.49 | 1.06 | 2.01 |
| Standard Deviation(%) | NA | 6.24 | 9.97 | 9.55 | 15.75 | NA | NA | … | … | 6.00 | 11.34 | 11.16 | 8.26 | 9.09 | 11.16 | 19.67 | 15.08 | 21.37 | 27.72 | 11.73 | 8.19 | 5.16 |
| Draw Down(%) | NA | 2.66 | 18.52 | 18.52 | 47.13 | NA | NA | … | … | 2.66 | 10.02 | 12.15 | 7.17 | 6.50 | 10.78 | 20.83 | 13.33 | 19.95 | 42.68 | 8.12 | 9.12 | 3.47 |
| Yield(%) | 0.00 | 2.22 | 6.24 | 6.70 | 4.55 | 4.22 | 3.16 | … | … | 0.75 | 2.91 | 7.28 | 11.07 | 7.45 | 3.55 | 2.23 | 2.30 | 3.05 | 5.29 | 7.82 | 2.93 | 0.27 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| LWSPX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS P) |
-11.39%
Feb 2006 – Feb 2009 |
0.28%
May 2007 – May 2012 |
4.47%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSPX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS P) |
22.08%
Feb 2009 – Feb 2012 |
18.59%
Feb 2009 – Feb 2014 |
6.52%
Jul 2005 – Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart