Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMVWX (Lord Abbett Focused Small Cap Value R6) | 14.18% | 25.01% | 11.50% | 3.87% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVWX (Lord Abbett Focused Small Cap Value R6) | 07/03/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 25.01 | 11.50 | 3.87 | NA | NA | NA | … | … | 14.18 | 0.30 | 10.43 | 13.93 | -15.01 | 27.64 | 8.65 | 6.36 |
| Sharpe Ratio | NA | 1.26 | 0.43 | 0.05 | NA | NA | NA | … | … | 1.54 | -0.11 | 0.36 | 0.53 | -0.64 | 1.09 | 0.16 | 0.64 |
| Standard Deviation(%) | NA | 18.07 | 20.48 | 22.12 | NA | NA | NA | … | … | 18.33 | 23.77 | 19.02 | 19.51 | 25.84 | 25.30 | 53.75 | 18.60 |
| Draw Down(%) | NA | 11.83 | 28.94 | 28.94 | NA | NA | NA | … | … | 11.83 | 25.45 | 8.65 | 16.49 | 27.48 | 13.64 | 51.64 | 12.18 |
| Yield(%) | 0.00 | 4.71 | 4.26 | 4.40 | 4.36 | 2.90 | 2.18 | … | … | 0.00 | 4.34 | 6.97 | 0.29 | 3.24 | 12.27 | 1.00 | 14.99 |
Data as of 06/09/2026, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVWX (Lord Abbett Focused Small Cap Value R6) |
-1.36%
Apr 2021 – Apr 2024 |
3.06%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMVWX (Lord Abbett Focused Small Cap Value R6) |
27.86%
Mar 2020 – Mar 2023 |
18.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart