Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LADTX (Lord Abbett Developing Growth R5) | 23.00% | 50.20% | 18.62% | 3.17% | 14.57% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LADTX (Lord Abbett Developing Growth R5) | 07/01/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.37 | 50.20 | 18.62 | 3.17 | 14.57 | NA | NA | … | … | 23.00 | 17.17 | 22.21 | 8.74 | -35.92 | -2.50 | 72.82 | 32.96 | 4.84 | 30.27 | -2.48 | -16.91 |
| Sharpe Ratio | NA | 1.80 | 0.64 | 0.05 | 0.47 | NA | NA | … | … | 1.98 | 0.51 | 0.81 | 0.24 | -1.04 | -0.09 | 1.85 | 1.47 | 0.13 | 1.96 | -0.14 | -1.45 |
| Standard Deviation(%) | NA | 27.33 | 26.02 | 27.83 | 27.41 | NA | NA | … | … | 32.72 | 28.69 | 22.85 | 21.17 | 36.18 | 29.60 | 38.98 | 21.42 | 26.28 | 15.17 | 19.76 | 21.29 |
| Draw Down(%) | NA | 14.69 | 32.06 | 50.98 | 54.05 | NA | NA | … | … | 14.69 | 29.02 | 11.75 | 23.55 | 39.97 | 23.72 | 37.20 | 18.83 | 31.97 | 6.91 | 22.43 | 20.14 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 1.74 | 8.96 | 4.66 | 3.49 | … | … | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 8.75 | 12.00 | 21.57 | 23.32 | 0.00 | 0.00 | 6.75 |
Data as of 06/10/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADTX (Lord Abbett Developing Growth R5) |
-13.16%
Jan 2021 – Jan 2024 |
-1.78%
Feb 2021 – Feb 2026 |
9.71%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LADTX (Lord Abbett Developing Growth R5) |
35.47%
Feb 2018 – Feb 2021 |
31.34%
Feb 2016 – Feb 2021 |
15.31%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart