Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVPX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS P) | 3.40% | 18.33% | 17.09% | 6.83% | 8.88% | 8.92% | 7.99% | … | … |
Data as of 06/10/2026, Common starting date is 09/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVPX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS P) | 09/06/2001 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 18.33 | 17.09 | 6.83 | 8.88 | 8.92 | 7.99 | … | … | 3.40 | 16.86 | 20.37 | 12.85 | -13.31 | 15.09 | 2.55 | 22.48 | -8.78 | 12.80 | 15.53 | -3.35 | 6.97 | 36.62 | 10.70 | -4.03 | 19.59 | 25.73 | -28.84 | 7.37 | 13.58 | 5.36 | 15.52 | 31.74 | -16.30 | -8.98 |
| Sharpe Ratio | NA | 1.59 | 1.12 | 0.26 | 0.40 | NA | NA | … | … | 0.54 | 0.88 | 1.50 | 0.69 | -0.67 | 0.85 | 0.06 | 1.73 | -0.65 | 1.61 | 1.09 | -0.22 | 0.55 | 2.93 | 0.74 | -0.15 | 0.95 | 0.88 | -0.80 | 0.29 | 0.96 | 0.29 | 1.26 | 1.96 | -0.77 | -1.05 |
| Standard Deviation(%) | NA | 10.63 | 13.09 | 16.26 | 18.35 | NA | NA | … | … | 12.08 | 15.94 | 11.18 | 13.47 | 21.94 | 17.71 | 37.55 | 12.17 | 15.81 | 7.58 | 13.99 | 15.12 | 12.56 | 12.50 | 14.49 | 26.29 | 20.43 | 29.25 | 37.31 | 14.63 | 10.68 | 10.71 | 11.58 | 15.79 | 22.76 | 27.01 |
| Draw Down(%) | NA | 7.59 | 16.28 | 26.75 | 38.70 | NA | NA | … | … | 7.59 | 16.28 | 6.34 | 10.21 | 20.19 | 15.21 | 38.70 | 7.78 | 19.52 | 4.95 | 11.23 | 13.03 | 8.64 | 5.72 | 13.33 | 24.69 | 17.20 | 24.23 | 42.96 | 10.28 | 9.64 | 7.98 | 7.76 | 12.59 | 28.00 | 13.61 |
| Yield(%) | 0.00 | 8.43 | 6.67 | 3.75 | 6.05 | 7.43 | 6.93 | … | … | 0.00 | 8.63 | 7.88 | 0.73 | 0.89 | 0.98 | 1.63 | 11.83 | 8.24 | 12.18 | 5.57 | 9.62 | 19.04 | 19.09 | 1.82 | 2.11 | 0.71 | 0.00 | 0.43 | 8.22 | 8.92 | 7.60 | 1.75 | 1.23 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVPX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS P) |
-11.11%
Feb 2006 – Feb 2009 |
-2.83%
Feb 2004 – Feb 2009 |
5.11%
Oct 2013 – Oct 2023 |
5.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVPX (LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS P) |
22.99%
Feb 2009 – Feb 2012 |
20.95%
Feb 2009 – Feb 2014 |
13.25%
Feb 2009 – Feb 2019 |
10.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart