Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDFOX (Lord Abbett Fundamental Equity Cl F3) | 3.77% | 18.92% | 17.88% | 10.71% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDFOX (Lord Abbett Fundamental Equity Cl F3) | 04/05/2017 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 18.92 | 17.88 | 10.71 | NA | NA | NA | … | … | 3.77 | 17.58 | 20.90 | 13.52 | -9.08 | 29.52 | 3.07 | 23.14 | -8.80 | 12.57 |
| Sharpe Ratio | NA | 1.65 | 1.16 | 0.53 | NA | NA | NA | … | … | 0.57 | 0.93 | 1.55 | 0.74 | -0.48 | 2.07 | 0.08 | 1.78 | -0.66 | 2.28 |
| Standard Deviation(%) | NA | 10.63 | 13.07 | 15.55 | NA | NA | NA | … | … | 12.11 | 15.93 | 11.17 | 13.48 | 21.86 | 14.25 | 37.45 | 12.17 | 15.39 | 7.31 |
| Draw Down(%) | NA | 7.50 | 16.21 | 19.85 | NA | NA | NA | … | … | 7.50 | 16.21 | 6.30 | 10.11 | 19.85 | 5.20 | 38.61 | 7.79 | 19.17 | 2.62 |
| Yield(%) | 0.00 | 8.49 | 6.96 | 6.93 | 7.09 | 4.73 | 3.55 | … | … | 0.00 | 8.72 | 8.08 | 1.19 | 4.89 | 14.57 | 2.00 | 12.03 | 8.60 | 12.47 |
Data as of 06/08/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDFOX (Lord Abbett Fundamental Equity Cl F3) |
1.46%
Oct 2017 – Oct 2020 |
5.26%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDFOX (Lord Abbett Fundamental Equity Cl F3) |
20.35%
Sep 2022 – Sep 2025 |
17.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart