Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFVAX (Lord Abbett Focused Small Cap Value Fund Class A) | 12.57% | 23.03% | 10.32% | 3.89% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFVAX (Lord Abbett Focused Small Cap Value Fund Class A) | 07/03/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 23.03 | 10.32 | 3.89 | NA | NA | NA | … | … | 12.57 | -0.03 | 10.12 | 13.57 | -12.10 | 27.28 | 8.26 | 6.19 |
| Sharpe Ratio | NA | 1.24 | 0.41 | 0.07 | NA | NA | NA | … | … | 1.52 | -0.12 | 0.34 | 0.51 | -0.52 | 1.08 | 0.15 | 0.62 |
| Standard Deviation(%) | NA | 18.06 | 20.46 | 22.21 | NA | NA | NA | … | … | 18.29 | 23.76 | 19.00 | 19.49 | 26.26 | 25.30 | 53.67 | 18.67 |
| Draw Down(%) | NA | 11.87 | 29.02 | 29.02 | NA | NA | NA | … | … | 11.87 | 25.48 | 8.66 | 16.53 | 27.62 | 13.63 | 51.67 | 12.24 |
| Yield(%) | 0.00 | 5.07 | 4.48 | 5.09 | 4.84 | 3.22 | 2.42 | … | … | 0.00 | 4.67 | 7.63 | 0.02 | 6.21 | 12.98 | 0.71 | 15.97 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| LFVAX (Lord Abbett Focused Small Cap Value Fund Class A) |
-0.46%
Apr 2021 – Apr 2024 |
3.50%
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 |
|---|---|---|---|---|
| LFVAX (Lord Abbett Focused Small Cap Value Fund Class A) |
29.03%
Mar 2020 – Mar 2023 |
18.97%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart