Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMIYX (LORD ABBETT MICRO-CAP GROWTH FUND CLASS I) | 19.43% | 43.96% | 15.88% | 8.75% | 17.50% | 11.83% | 10.33% | … | … |
Data as of 06/10/2026, Common starting date is 11/18/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMIYX (LORD ABBETT MICRO-CAP GROWTH FUND CLASS I) | 11/18/1999 | 06/10/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.75 | 43.96 | 15.88 | 8.75 | 17.50 | 11.83 | 10.33 | … | … | 19.43 | 13.77 | 27.28 | 6.14 | -29.10 | 32.26 | 41.58 | 34.34 | 2.20 | 38.54 | 2.05 | -6.22 | 10.84 | 34.79 | 1.84 | -20.52 | 34.16 | 52.94 | -46.28 | 20.36 | 6.34 | -10.25 | 22.81 | 49.74 | -30.67 | 17.38 | -37.34 | 19.86 |
| Sharpe Ratio | NA | 1.56 | 0.56 | 0.23 | 0.54 | NA | NA | … | … | 1.68 | 0.40 | 0.89 | 0.09 | -0.87 | 0.82 | 0.84 | 1.58 | 0.04 | 2.36 | 0.08 | -0.29 | 0.46 | 1.05 | 0.10 | -0.55 | 1.38 | 1.62 | -1.14 | 0.87 | 0.13 | -0.68 | 1.26 | 2.78 | -1.49 | 0.70 | -1.18 | 17.44 |
| Standard Deviation(%) | NA | 26.81 | 25.76 | 29.47 | 29.77 | NA | NA | … | … | 31.28 | 27.74 | 23.35 | 22.21 | 35.09 | 39.27 | 48.72 | 20.80 | 24.60 | 16.12 | 21.95 | 21.48 | 23.47 | 33.15 | 18.30 | 37.07 | 24.62 | 32.63 | 41.12 | 20.12 | 24.62 | 18.38 | 17.40 | 17.65 | 21.31 | 22.03 | 35.14 | 21.73 |
| Draw Down(%) | NA | 11.80 | 31.16 | 42.86 | 43.37 | NA | NA | … | … | 11.80 | 28.26 | 11.82 | 28.53 | 40.24 | 24.11 | 43.37 | 18.22 | 31.87 | 7.08 | 26.43 | 21.66 | 23.65 | 25.87 | 19.60 | 36.32 | 16.88 | 22.06 | 58.30 | 15.39 | 17.41 | 15.09 | 20.82 | 12.67 | 38.61 | 29.05 | 58.25 | 2.91 |
| Yield(%) | 0.00 | 0.01 | 0.00 | 4.20 | 11.24 | 7.92 | 7.94 | … | … | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 23.61 | 0.00 | 17.81 | 27.71 | 17.99 | 0.00 | 17.01 | 12.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.25 | 0.15 |
Data as of 06/10/2026, Common starting date is 11/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIYX (LORD ABBETT MICRO-CAP GROWTH FUND CLASS I) |
-28.06%
Feb 2000 – Feb 2003 |
-9.52%
Feb 2004 – Feb 2009 |
-3.84%
Feb 2000 – Feb 2010 |
1.01%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIYX (LORD ABBETT MICRO-CAP GROWTH FUND CLASS I) |
36.00%
Dec 2018 – Dec 2021 |
32.36%
Feb 2016 – Feb 2021 |
18.32%
May 2016 – May 2026 |
14.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
