Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDSBX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS B) | NA | 6.57% | 4.57% | 8.02% | 5.97% | NA | NA | … | … |
Data as of 05/09/2018, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDSBX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS B) | 07/07/2006 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.57 | 4.57 | 8.02 | 5.97 | NA | NA | … | … | -1.04 | 15.34 | 6.13 | -0.98 | 4.50 | 33.99 | 13.17 | -8.83 | 16.93 | 31.63 | -36.82 | 10.29 | 10.87 |
| Sharpe Ratio | NA | 0.51 | 0.31 | 0.62 | 0.28 | NA | NA | … | … | -0.25 | 1.98 | 0.42 | -0.07 | 0.37 | 2.80 | 0.91 | -0.33 | 0.82 | 1.11 | -1.04 | 0.48 | 2.39 |
| Standard Deviation(%) | NA | 11.27 | 12.98 | 12.61 | 20.47 | NA | NA | … | … | 16.51 | 7.47 | 14.02 | 14.48 | 12.06 | 12.13 | 14.49 | 26.97 | 20.51 | 28.31 | 36.19 | 15.28 | 8.50 |
| Draw Down(%) | NA | 9.50 | 19.42 | 19.42 | 49.54 | NA | NA | … | … | 9.50 | 2.97 | 12.82 | 12.77 | 9.52 | 6.18 | 13.46 | 26.21 | 17.72 | 24.47 | 47.51 | 10.08 | 3.72 |
| Yield(%) | 0.00 | 9.95 | 8.32 | 9.97 | 6.07 | 4.86 | 3.65 | … | … | 0.00 | 10.57 | 8.15 | 9.71 | 13.27 | 11.31 | 0.11 | 0.00 | 0.00 | 0.00 | 1.83 | 4.67 | 2.02 |
Data as of 05/09/2018, Common starting date is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDSBX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS B) |
-8.10%
Jun 2007 – Jun 2010 |
-1.67%
May 2007 – May 2012 |
4.74%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDSBX (LORD ABBETT DIVERSIFIED EQUITY STRATEGY FUND CLASS B) |
23.09%
Feb 2009 – Feb 2012 |
21.06%
Feb 2009 – Feb 2014 |
6.78%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart