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Total Returns for Lord Abbett Mid-Cap Value P (LMCPX)

  • Growth of $10,000

    From 12/31/1999 to 02/28/2010

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    2.04% 0.43 2.65 30 —

    10 Year History

    2009 2008 2007 2006 2005
    Total Returns Per Year 26.63% -39.56% 0.42% 12.19% 8.07%
    +/- Category -8.78 -2.79 -0.41 -3.68 -0.75
    +/- Index 0.17 -2.56 -5.07 -3.60 3.16
    Rank in Category 84 69 57 84 65
    # of Funds in Category 416 442 405 375 310
    2004 2003 2002 2001 2000
    Total Returns Per Year 23.99% 24.87% -9.86% 7.95% 53.31%
    +/- Category 6.14 -8.98 3.39 1.28 34.86
    +/- Index 13.11 -3.81 12.24 19.84 62.41
    Rank in Category 9 90 30 38 2
    # of Funds in Category 320 331 311 261 233
    Data as of 02/28/2010

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -0.87% — -0.84% 346
    1-Week -0.15% 81 -1.51% 346
    1-Month 5.17% 64 -0.34% 346
    3-Month 8.69% 56 2.40% 344
    Year-to-date 6.98% 56 1.97% 345
    1-Year 57.04% 82 7.06% 331
    3-Year Annualized -7.28% 89 -3.79% 285
    5-Year Annualized -0.12% 92 -1.82% 212
    10-Year Annualized 8.49% 48 8.80% 37
    Since Inception 5.85% — — —
    Inception Date 11/24/1997
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 02/28/2010
    10 Year and Since Inception data as of 03/19/2010

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 12/31/2009) (as of 02/28/2010)
    1-Month 5.73% 4.92%
    3-Month 5.65% 7.89%
    Year-to-date 26.63% 2.04%
    1-Year 26.63% 58.12%
    3-Year Annualized -8.40% -8.94%
    5-Year Annualized -1.40% -0.92%
    10-Year Annualized 7.97% 8.49%
    Since Inception 5.75% 5.85%
    Inception Date 11/24/1997
    Data as of 02/28/2010

  • Tax Analysis

    Potential Capital Gains Exposure -65.34%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 2.04% 58.12% -8.94% -0.92% 8.49% 5.85%
    On Distribution* 2.04% 57.84% -10.30% -2.47% 7.04% 4.42%
    Rank in Category 21 71 86 90 41 —
    On Distribution & Sales of Shares* 1.33% 37.77% -7.55% -0.79% 7.22% 4.74%
    Rank in Category 21 71 82 85 36 —
    Tax Cost Ratio — — 1.50% 1.56% 1.34% —
    Data as of 02/28/2010
    * After Tax