Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EMWLX (Lord Abbett Trust I – Lord Abbett Emerging Markets Equity Fund) 32.26% 54.69% 25.74% NA NA NA NA
Data as of 06/16/2026, Common starting date is 03/10/2022
More Performance Analytics Comparison
Name Start Date End Date
EMWLX (Lord Abbett Trust I – Lord Abbett Emerging Markets Equity Fund) 03/10/2022 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 4.69 54.69 25.74 NA NA NA NA 32.26 33.85 11.07 10.47 -11.00
Sharpe Ratio NA 2.32 1.31 NA NA NA NA 2.81 1.82 0.54 0.49 -0.71
Standard Deviation(%) NA 21.59 17.55 NA NA NA NA 28.13 17.07 13.81 13.96 21.40
Draw Down(%) NA 13.12 14.22 NA NA NA NA 13.12 14.22 9.12 13.50 23.59
Yield(%) 0.00 1.39 1.61 1.27 0.63 0.42 0.32 0.00 1.59 1.48 1.78 1.75
Data as of 06/16/2026, Common starting date is 03/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMWLX (Lord Abbett Trust I – Lord Abbett Emerging Markets Equity Fund) 5.94%
Apr 2022 – Apr 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMWLX (Lord Abbett Trust I – Lord Abbett Emerging Markets Equity Fund) 28.17%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return