Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) | -3.54% | 0.22% | 4.45% | 9.34% | 5.73% | 7.48% | NA | 6.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) | 10/03/2007 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 10/03/2007.
AR inception is since 10/03/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.12 | 0.22 | 4.45 | 9.34 | 5.73 | 7.48 | NA | 6.30 | -3.54 | 13.40 | 12.87 | -13.35 | 15.08 | 2.37 | 22.36 | -8.81 | 12.67 | 15.53 | -3.34 | 6.84 | 36.64 | 10.51 | -4.06 | 19.01 | 25.74 | -28.92 | -2.98 |
| Sharpe Ratio | NA | -0.34 | -0.01 | 0.40 | 0.21 | NA | NA | 0.24 | -0.62 | 0.55 | 0.64 | -0.67 | 0.85 | 0.06 | 1.74 | -0.64 | 1.61 | 1.09 | -0.22 | 0.54 | 2.93 | 0.72 | -0.16 | 0.93 | 0.88 | -0.80 | -0.85 |
| Standard Deviation(%) | NA | 17.67 | 17.26 | 18.19 | 18.84 | NA | NA | 20.73 | 24.42 | 12.49 | 13.49 | 21.96 | 17.64 | 37.48 | 12.07 | 15.88 | 7.53 | 14.01 | 15.15 | 12.56 | 12.47 | 14.57 | 26.33 | 20.42 | 29.16 | 37.24 | 16.56 |
| Draw Down(%) | NA | 19.98 | 19.98 | 26.79 | 38.73 | NA | NA | 47.26 | 16.31 | 11.29 | 10.24 | 20.23 | 15.19 | 38.73 | 7.86 | 19.67 | 4.94 | 11.21 | 13.08 | 8.64 | 5.71 | 13.37 | 24.69 | 17.21 | 24.12 | 42.89 | 7.73 |
| Yield(%) | 0.00 | 0.66 | 0.75 | 1.21 | 4.71 | 6.86 | 4.90 | 5.76 | 0.00 | 0.72 | 0.68 | 0.82 | 0.88 | 1.56 | 11.73 | 8.20 | 12.21 | 5.51 | 9.54 | 18.98 | 19.04 | 1.83 | 2.20 | 0.28 | 0.01 | 0.59 | 7.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) |
-3.28%
Mar 2017 - Mar 2020 |
0.58%
Mar 2015 - Mar 2020 |
5.05%
Oct 2013 - Oct 2023 |
5.74%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVRX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3) |
22.71%
Feb 2009 - Feb 2012 |
20.77%
Feb 2009 - Feb 2014 |
13.14%
Feb 2009 - Feb 2019 |
10.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart