Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVMHX (Lord Abbett Calibrated Mid Cap Value R6) | NA | 15.44% | 3.51% | NA | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVMHX (Lord Abbett Calibrated Mid Cap Value R6) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.44 | 3.51 | NA | NA | NA | NA | … | … | 15.44 | -22.43 | 11.13 | 17.59 | -8.12 |
| Sharpe Ratio | NA | 2.90 | 0.23 | NA | NA | NA | NA | … | … | 2.75 | -1.23 | 1.25 | 1.10 | -0.84 |
| Standard Deviation(%) | NA | 5.18 | 10.41 | NA | NA | NA | NA | … | … | 5.13 | 19.34 | 8.44 | 15.67 | 18.45 |
| Draw Down(%) | NA | 1.54 | 21.66 | NA | NA | NA | NA | … | … | 1.54 | 29.71 | 4.55 | 13.77 | 12.90 |
| Yield(%) | 0.00 | 0.06 | 6.17 | 5.54 | 2.77 | 1.85 | 1.39 | … | … | 0.06 | 9.62 | 8.48 | 2.10 | 7.98 |
Data as of 12/30/2019, 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 |
|---|---|---|---|---|
| LVMHX (Lord Abbett Calibrated Mid Cap Value R6) |
4.15%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMHX (Lord Abbett Calibrated Mid Cap Value R6) |
11.76%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart