Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWSYX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS I) | NA | 14.94% | 4.99% | 4.31% | 7.40% | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 06/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSYX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS I) | 06/29/2005 | 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 | 14.94 | 4.99 | 4.31 | 7.40 | NA | NA | … | … | 14.94 | -9.93 | 11.80 | 12.83 | -4.82 | 7.76 | 20.89 | 15.69 | -4.46 | 14.55 | 35.49 | -32.82 | 9.24 | 12.30 | 6.17 |
| Sharpe Ratio | NA | 2.13 | 0.42 | 0.35 | 0.59 | NA | NA | … | … | 2.02 | -0.87 | 1.86 | 1.11 | -0.44 | 0.94 | 2.31 | 1.42 | -0.23 | 0.96 | 1.65 | -1.21 | 0.52 | 1.09 | 1.91 |
| Standard Deviation(%) | NA | 6.70 | 9.18 | 10.05 | 11.79 | NA | NA | … | … | 6.69 | 13.07 | 6.02 | 11.36 | 11.11 | 8.25 | 9.05 | 11.14 | 19.62 | 15.07 | 21.44 | 27.77 | 11.73 | 8.16 | 5.19 |
| Draw Down(%) | NA | 4.15 | 18.13 | 18.27 | 20.67 | NA | NA | … | … | 4.15 | 18.13 | 2.62 | 9.97 | 12.01 | 7.17 | 6.45 | 10.69 | 20.67 | 13.27 | 19.86 | 42.45 | 8.11 | 9.06 | 3.53 |
| Yield(%) | 0.00 | 0.55 | 5.84 | 5.35 | 6.77 | 5.74 | 4.30 | … | … | 0.55 | 7.64 | 7.74 | 3.34 | 7.73 | 11.60 | 8.30 | 4.02 | 2.64 | 2.77 | 3.53 | 5.70 | 8.27 | 3.20 | 0.37 |
Data as of 12/30/2019, Common starting date is 06/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSYX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS I) |
-11.01%
Feb 2006 – Feb 2009 |
0.69%
May 2007 – May 2012 |
4.89%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSYX (LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS I) |
22.54%
Feb 2009 – Feb 2012 |
19.07%
Feb 2009 – Feb 2014 |
11.80%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart