Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVMCX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS C) | NA | 15.31% | 2.74% | 2.93% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVMCX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS C) | 12/23/2011 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.31 | 2.74 | 2.93 | NA | NA | NA | … | … | 15.31 | -14.51 | 10.01 | 16.45 | -7.45 | 14.81 | 32.93 | 16.68 | 0.47 |
| Sharpe Ratio | NA | 2.90 | 0.15 | 0.17 | NA | NA | NA | … | … | 2.75 | -1.05 | 1.11 | 1.03 | -0.48 | 1.26 | 2.65 | 1.20 | 5.69 |
| Standard Deviation(%) | NA | 5.12 | 10.44 | 12.75 | NA | NA | NA | … | … | 5.07 | 15.07 | 8.48 | 15.63 | 15.53 | 11.73 | 12.39 | 13.95 | 5.99 |
| Draw Down(%) | NA | 1.46 | 22.38 | 23.58 | NA | NA | NA | … | … | 1.46 | 22.38 | 4.62 | 13.87 | 14.93 | 9.37 | 7.02 | 11.33 | 0.20 |
| Yield(%) | 0.00 | 0.00 | 5.54 | 4.89 | 6.80 | 4.53 | 3.40 | … | … | 0.00 | 8.76 | 7.55 | 1.01 | 7.50 | 11.58 | 11.85 | 3.74 | 0.00 |
Data as of 12/30/2019, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMCX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS C) |
3.08%
Dec 2015 – Dec 2018 |
3.08%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMCX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS C) |
20.77%
May 2012 – May 2015 |
13.64%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart