Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFAX (LORD ABBETT ALPHA STRATEGY FUND CLASS A) | 18.47% | 32.52% | 15.97% | 3.03% | 8.65% | 8.51% | 7.99% | … | … |
Data as of 06/03/2026, Common starting date is 03/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFAX (LORD ABBETT ALPHA STRATEGY FUND CLASS A) | 03/23/1999 | 06/03/2026 |
| 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 (%) | -0.09 | 32.52 | 15.97 | 3.03 | 8.65 | 8.51 | 7.99 | … | … | 18.47 | 8.80 | 13.18 | 13.92 | -28.21 | 10.51 | 18.26 | 24.94 | -9.72 | 20.61 | 9.18 | -0.95 | 2.89 | 42.49 | 12.56 | -6.33 | 27.21 | 39.71 | -40.88 | 14.26 | 21.71 | 17.20 | 16.83 | 41.77 | -20.87 | -11.54 | -5.67 | 32.99 |
| Sharpe Ratio | NA | 1.89 | 0.74 | 0.02 | 0.34 | NA | NA | … | … | 2.51 | 0.30 | 0.58 | 0.63 | -1.08 | 0.51 | 0.47 | 1.65 | -0.64 | 1.98 | 0.57 | -0.07 | 0.20 | 3.19 | 0.79 | -0.21 | 1.26 | 1.34 | -1.12 | 0.65 | 1.26 | 1.32 | 1.18 | 3.25 | -1.40 | -0.76 | -0.49 | 3.08 |
| Standard Deviation(%) | NA | 16.79 | 17.96 | 20.17 | 21.10 | NA | NA | … | … | 19.63 | 19.95 | 16.41 | 16.39 | 27.42 | 20.48 | 38.17 | 14.23 | 17.28 | 10.13 | 15.76 | 14.79 | 14.57 | 13.31 | 16.02 | 29.85 | 21.56 | 29.52 | 37.25 | 17.09 | 14.54 | 11.31 | 13.43 | 12.64 | 15.72 | 18.74 | 20.06 | 13.17 |
| Draw Down(%) | NA | 10.31 | 25.00 | 38.21 | 40.29 | NA | NA | … | … | 10.31 | 21.92 | 8.06 | 16.99 | 30.41 | 11.32 | 40.29 | 8.72 | 26.10 | 4.76 | 15.86 | 14.29 | 13.48 | 4.52 | 14.55 | 28.78 | 15.88 | 25.27 | 52.75 | 10.18 | 17.08 | 8.40 | 12.57 | 11.43 | 30.58 | 31.74 | 25.48 | 9.85 |
| Yield(%) | 0.00 | 5.64 | 2.67 | 1.50 | 6.03 | 7.00 | 6.76 | … | … | 0.00 | 5.50 | 0.91 | 0.53 | 0.26 | 1.59 | 1.61 | 16.04 | 12.73 | 12.81 | 11.84 | 13.60 | 10.77 | 9.70 | 4.78 | 0.30 | 0.29 | 0.17 | 4.66 | 9.40 | 4.79 | 0.00 | 0.69 | 0.00 | 0.68 | 3.81 | 3.55 | 2.36 |
Data as of 06/03/2026, Common starting date is 03/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFAX (LORD ABBETT ALPHA STRATEGY FUND CLASS A) |
-17.47%
Feb 2000 – Feb 2003 |
-1.68%
Feb 2004 – Feb 2009 |
2.47%
Apr 1999 – Apr 2009 |
5.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFAX (LORD ABBETT ALPHA STRATEGY FUND CLASS A) |
32.14%
Mar 2003 – Mar 2006 |
26.76%
Feb 2009 – Feb 2014 |
16.13%
Feb 2009 – Feb 2019 |
12.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart