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LMCYX: LORD ABBETT MID CAP STOCK FUND INC CLASS I (MUTUAL FUND)
Basic Info 36.83 0.58(1.55%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 01/20/2000 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.67% |
| 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 01/20/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 10.6 | 23.2 | 16.0 | 5.2 | 7.3 | 8.0 | 6.8 | 8.2 | 7.5 | 15.2 | 15.8 | -17.1 | 19.4 | 3.0 | 23.3 | -14.3 | 7.3 | 16.9 | -3.3 | 12.0 | 30.8 | 14.9 | -3.6 | 26.0 | 27.2 | -39.4 | 1.2 | 12.7 | 8.5 | 24.7 | 25.4 | -9.4 | 8.5 | 29.0 |
| Sharpe Ratio | NA | 1.88 | 1.69 | 0.89 | 0.15 | 0.28 | NA | NA | 0.34 | 0.27 | 0.86 | 0.79 | -0.78 | 1.03 | 0.07 | 1.67 | -1.05 | 0.77 | 1.1 | -0.22 | 0.97 | 2.4 | 1.01 | -0.13 | 1.23 | 0.9 | -0.99 | -0.13 | 0.9 | 0.57 | 2.07 | 1.71 | -0.48 | 0.34 | 1.45 |
| Draw Down(%) | NA | 7.7 | 7.7 | 20.8 | 27.5 | 42.2 | NA | NA | 60.4 | 19.5 | 7.7 | 11.7 | 22.7 | 12.4 | 42.2 | 8.8 | 23.0 | 5.0 | 12.9 | 12.7 | 9.5 | 6.5 | 13.1 | 27.2 | 17.1 | 29.2 | 52.7 | 15.3 | 8.8 | 7.8 | 7.6 | 15.8 | 28.5 | 17.6 | 14.5 |
| Standard Deviation(%) | NA | 13.4 | 12.3 | 15.0 | 17.9 | 20.0 | NA | NA | 20.1 | 17.6 | 13.5 | 15.5 | 23.8 | 18.8 | 41.1 | 13.1 | 15.1 | 8.7 | 15.2 | 15.6 | 12.4 | 12.8 | 14.9 | 28.1 | 21.1 | 30.3 | 40.5 | 15.4 | 10.4 | 11.1 | 11.4 | 14.4 | 22.1 | 18.1 | 18.4 |
| Treynor Ratio | NA | 0.31 | 0.23 | 0.14 | 0.03 | 0.06 | NA | NA | 0.08 | 0.05 | 0.11 | 0.13 | -0.21 | 0.2 | 0.03 | 0.23 | -0.18 | 0.07 | 0.17 | -0.03 | 0.12 | 0.31 | 0.15 | -0.04 | 0.27 | 0.29 | -0.45 | -0.02 | 0.12 | 0.07 | 0.28 | 0.29 | -0.13 | 0.1 | 0.88 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.06 | -0.02 | -0.03 | -0.04 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | -0.01 | 0.02 | -0.01 | 0.01 | 0.04 | 0.09 |
| Beta | NA | 0.82 | 0.88 | 0.96 | 0.92 | 0.99 | NA | NA | 0.88 | 0.95 | 1.01 | 0.97 | 0.86 | 0.99 | 1.08 | 0.97 | 0.89 | 1.02 | 0.96 | 1.0 | 0.97 | 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 | 0.3 |
| RSquared | NA | 0.72 | 0.78 | 0.89 | 0.84 | 0.88 | NA | NA | 0.86 | 0.93 | 0.89 | 0.91 | 0.87 | 0.63 | 0.94 | 0.89 | 0.94 | 0.86 | 0.94 | 0.96 | 0.96 | 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 | 0.23 |
| Yield(%) | N/A | 0.0 | 7.7 | 7.5 | 4.0 | 4.3 | 4.7 | 4.5 | N/A | 7.4 | 10.7 | 1.7 | 1.1 | 1.2 | 1.5 | 4.1 | 5.5 | 3.1 | 1.0 | 1.0 | 0.9 | 0.9 | 1.1 | 0.5 | 0.8 | 1.1 | 6.3 | 18.2 | 12.3 | 9.4 | 4.3 | 2.9 | 2.2 | 5.4 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -27.6 | 452.9 | 69.6 | 33.7 | N/A | N/A | N/A | -27.6 | 617.3 | 25.1 | 7.1 | -14.3 | -58.2 | -40.2 | 88.1 | 263.9 | -8.4 | 26.4 | 26.8 | -9.9 | 122.0 | -26.8 | -4.3 | -89.8 | -71.8 | 46.4 | 33.2 | 158.9 | 75.4 | 20.7 | -57.2 | 427.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/2000
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See MID-CAP BLEND Asset Class Trend Rankings |
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