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LMCPX: LORD ABBETT MID CAP STOCK FUND INC CLASS P (MUTUAL FUND)
Basic Info 35.55 0.56(1.55%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 01/20/1999 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.45% |
| Expenses | 1.26% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 10.4 | 22.6 | 15.4 | 4.6 | 6.7 | 7.5 | 6.3 | 7.8 | 7.1 | 14.7 | 15.3 | -17.6 | 18.7 | 2.5 | 22.7 | -14.7 | 6.9 | 16.3 | -3.7 | 11.6 | 30.4 | 14.5 | -4.0 | 25.4 | 26.6 | -39.7 | 0.7 | 12.2 | 8.1 | 24.1 | 24.8 | -9.8 | 8.1 | 39.2 | 1.1 |
| Sharpe Ratio | NA | 1.83 | 1.64 | 0.86 | 0.12 | 0.25 | NA | NA | 0.32 | 0.24 | 0.82 | 0.76 | -0.8 | 0.99 | 0.05 | 1.62 | -1.07 | 0.72 | 1.06 | -0.24 | 0.94 | 2.37 | 0.98 | -0.14 | 1.2 | 0.88 | -1.0 | -0.16 | 0.85 | 0.53 | 2.02 | 1.68 | -0.5 | 0.31 | 1.96 | -0.17 |
| Draw Down(%) | NA | 7.7 | 7.7 | 21.0 | 28.0 | 42.2 | NA | NA | 60.7 | 19.6 | 7.7 | 11.7 | 23.0 | 12.6 | 42.2 | 8.8 | 23.1 | 5.1 | 12.9 | 12.8 | 9.6 | 6.5 | 13.1 | 27.3 | 17.2 | 29.3 | 52.9 | 15.5 | 8.9 | 7.8 | 7.6 | 15.8 | 28.6 | 17.7 | 15.4 | 13.2 |
| Standard Deviation(%) | NA | 13.4 | 12.3 | 15.0 | 17.9 | 20.0 | NA | NA | 19.9 | 17.6 | 13.5 | 15.5 | 23.8 | 18.9 | 41.1 | 13.1 | 15.1 | 8.7 | 15.2 | 15.6 | 12.3 | 12.8 | 14.8 | 28.1 | 21.2 | 30.3 | 40.3 | 15.4 | 10.4 | 11.1 | 11.4 | 14.4 | 22.1 | 18.2 | 17.9 | 12.9 |
| Treynor Ratio | NA | 0.3 | 0.23 | 0.13 | 0.02 | 0.05 | NA | NA | 0.07 | 0.04 | 0.11 | 0.12 | -0.22 | 0.19 | 0.02 | 0.22 | -0.18 | 0.06 | 0.17 | -0.04 | 0.12 | 0.3 | 0.15 | -0.04 | 0.26 | 0.29 | -0.46 | -0.03 | 0.11 | 0.07 | 0.27 | 0.29 | -0.13 | 0.1 | 1.1 | -0.05 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | -0.01 | -0.02 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.06 | -0.02 | -0.03 | -0.04 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.04 | 0.11 | -0.02 |
| Beta | NA | 0.82 | 0.89 | 0.96 | 0.92 | 0.99 | NA | NA | 0.87 | 0.95 | 1.02 | 0.97 | 0.86 | 0.99 | 1.08 | 0.97 | 0.89 | 1.03 | 0.97 | 1.0 | 0.96 | 1.0 | 0.98 | 1.03 | 0.97 | 0.92 | 0.89 | 0.89 | 0.78 | 0.88 | 0.85 | 0.84 | 0.81 | 0.58 | 0.32 | 0.49 |
| RSquared | NA | 0.72 | 0.79 | 0.89 | 0.84 | 0.88 | NA | NA | 0.85 | 0.93 | 0.89 | 0.91 | 0.87 | 0.62 | 0.94 | 0.89 | 0.93 | 0.86 | 0.94 | 0.96 | 0.95 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.96 | 0.93 | 0.89 | 0.93 | 0.89 | 0.89 | 0.85 | 0.54 | 0.27 | 0.44 |
| Yield(%) | N/A | 0.0 | 7.4 | 7.1 | 3.7 | 3.8 | 4.1 | 4.1 | N/A | 7.2 | 10.4 | 1.2 | 0.7 | 0.7 | 1.1 | 3.7 | 5.2 | 2.6 | 0.5 | 0.6 | 0.6 | 0.5 | 0.7 | 0.0 | 0.3 | 0.6 | 6.0 | 18.0 | 12.0 | 9.1 | 4.0 | 2.4 | 2.0 | 5.3 | 10.2 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -27.8 | 705.1 | 79.9 | 29.3 | N/A | N/A | N/A | -27.8 | 850.7 | 39.8 | 23.0 | -32.4 | -65.8 | -43.6 | 104.7 | 528.2 | -23.0 | 17.8 | 41.8 | -15.7 | 1442.9 | -83.3 | -34.4 | -94.0 | -72.9 | 47.9 | 33.9 | 169.4 | 97.3 | 8.4 | -60.6 | -32.2 | 6385.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1999
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