Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRMAX (Lord Abbett Calibrated Dividend Growth C) | 7.41% | 21.08% | 19.43% | 12.08% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRMAX (Lord Abbett Calibrated Dividend Growth C) | 04/05/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 21.08 | 19.43 | 12.08 | NA | NA | NA | … | … | 7.41 | 16.52 | 22.69 | 16.73 | -13.25 | 25.95 | 15.87 | 26.97 | -5.15 | 15.74 |
| Sharpe Ratio | NA | 1.73 | 1.22 | 0.60 | NA | NA | NA | … | … | 1.15 | 0.85 | 1.63 | 1.09 | -0.67 | 1.95 | 0.46 | 2.33 | -0.45 | 1.89 |
| Standard Deviation(%) | NA | 10.38 | 13.10 | 15.33 | NA | NA | NA | … | … | 11.87 | 16.06 | 11.71 | 12.08 | 22.08 | 13.30 | 34.16 | 10.95 | 14.67 | 11.17 |
| Draw Down(%) | NA | 7.37 | 16.49 | 21.90 | NA | NA | NA | … | … | 7.37 | 16.49 | 6.49 | 8.84 | 21.64 | 5.67 | 33.49 | 5.17 | 16.59 | 4.88 |
| Yield(%) | 0.00 | 5.56 | 5.28 | 5.60 | 6.69 | 4.46 | 3.35 | … | … | 0.23 | 5.72 | 6.22 | 1.80 | 4.95 | 9.53 | 3.93 | 7.27 | 8.37 | 8.23 |
Data as of 06/09/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRMAX (Lord Abbett Calibrated Dividend Growth C) |
6.06%
Sep 2019 – Sep 2022 |
8.40%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRMAX (Lord Abbett Calibrated Dividend Growth C) |
22.82%
Dec 2018 – Dec 2021 |
17.18%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart