Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) | 3.82% | 19.71% | 18.09% | 10.37% | 10.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) | 07/01/2015 | 06/05/2026 |
| 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 (%) | -0.18 | 19.71 | 18.09 | 10.37 | 10.77 | NA | NA | … | … | 3.82 | 17.15 | 20.55 | 13.09 | -9.35 | 29.09 | 2.76 | 22.69 | -8.65 | 13.03 | 15.73 | -4.14 |
| Sharpe Ratio | NA | 1.70 | 1.16 | 0.52 | 0.51 | NA | NA | … | … | 0.63 | 0.90 | 1.51 | 0.71 | -0.49 | 2.04 | 0.07 | 1.75 | -0.64 | 1.65 | 1.11 | -0.45 |
| Standard Deviation(%) | NA | 10.51 | 13.13 | 15.55 | 18.04 | NA | NA | … | … | 12.07 | 15.95 | 11.23 | 13.45 | 21.87 | 14.22 | 37.57 | 12.14 | 15.84 | 7.54 | 14.01 | 18.07 |
| Draw Down(%) | NA | 7.54 | 16.32 | 20.10 | 38.70 | NA | NA | … | … | 7.54 | 16.32 | 6.34 | 10.19 | 20.10 | 5.23 | 38.70 | 7.84 | 19.41 | 4.88 | 11.23 | 12.35 |
| Yield(%) | 0.00 | 8.53 | 6.92 | 6.81 | 7.87 | 5.41 | 4.06 | … | … | 0.00 | 8.67 | 8.02 | 0.93 | 4.76 | 14.47 | 1.68 | 11.89 | 8.41 | 12.44 | 5.92 | 9.76 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) |
-3.03%
Mar 2017 – Mar 2020 |
4.86%
Oct 2015 – Oct 2020 |
10.26%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVSX (L Abbett Fundamental Equity Fund Class R) |
20.00%
Sep 2022 – Sep 2025 |
17.54%
Mar 2020 – Mar 2025 |
12.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart