Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVMIX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS I) | NA | 15.44% | 3.47% | 3.79% | 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 |
|---|---|---|
| LVMIX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS I) | 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 | 15.44 | 3.47 | 3.79 | NA | NA | NA | … | … | 15.44 | -13.61 | 11.08 | 17.62 | -6.53 | 15.96 | 34.22 | 17.93 | 0.47 |
| Sharpe Ratio | NA | 2.93 | 0.22 | 0.24 | NA | NA | NA | … | … | 2.78 | -0.99 | 1.24 | 1.11 | -0.42 | 1.37 | 2.76 | 1.29 | 5.69 |
| Standard Deviation(%) | NA | 5.12 | 10.45 | 12.77 | NA | NA | NA | … | … | 5.07 | 15.10 | 8.46 | 15.67 | 15.52 | 11.67 | 12.40 | 13.98 | 5.99 |
| Draw Down(%) | NA | 1.49 | 21.68 | 22.89 | NA | NA | NA | … | … | 1.49 | 21.68 | 4.59 | 13.77 | 14.50 | 9.28 | 6.95 | 11.12 | 0.20 |
| Yield(%) | 0.00 | 0.05 | 6.16 | 5.57 | 7.60 | 5.07 | 3.80 | … | … | 0.05 | 9.62 | 8.48 | 2.08 | 8.08 | 12.46 | 12.43 | 4.17 | 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 |
|---|---|---|---|---|
| LVMIX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS I) |
4.12%
Dec 2015 – Dec 2018 |
4.11%
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 |
|---|---|---|---|---|
| LVMIX (LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS I) |
21.94%
May 2012 – May 2015 |
14.76%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart