Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFKX (Lord Abbett Alpha Strategy Fund Class R4) | 15.32% | 28.78% | 14.92% | 4.32% | 10.12% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFKX (Lord Abbett Alpha Strategy Fund Class R4) | 07/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 28.78 | 14.92 | 4.32 | 10.12 | NA | NA | … | … | 15.32 | 5.25 | 13.22 | 13.90 | -23.50 | 15.01 | 26.15 | 24.96 | -9.75 | 20.65 | 9.19 | -8.35 |
| Sharpe Ratio | NA | 1.88 | 0.74 | 0.13 | 0.43 | NA | NA | … | … | 2.51 | 0.12 | 0.58 | 0.63 | -0.95 | 0.74 | 0.68 | 1.65 | -0.65 | 1.99 | 0.55 | -0.96 |
| Standard Deviation(%) | NA | 16.83 | 17.98 | 19.86 | 20.91 | NA | NA | … | … | 19.60 | 20.78 | 16.43 | 16.38 | 26.39 | 20.32 | 37.76 | 14.27 | 17.30 | 10.11 | 16.21 | 16.60 |
| Draw Down(%) | NA | 10.31 | 25.01 | 33.87 | 40.30 | NA | NA | … | … | 10.31 | 21.91 | 8.08 | 17.00 | 30.42 | 11.33 | 40.30 | 8.70 | 26.13 | 4.77 | 15.85 | 12.89 |
| Yield(%) | 0.00 | 5.65 | 2.67 | 3.12 | 7.63 | 4.93 | 3.69 | … | … | 0.00 | 5.51 | 0.91 | 0.51 | 4.98 | 5.94 | 9.32 | 16.07 | 12.78 | 12.83 | 11.86 | 12.64 |
Data as of 06/05/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFKX (Lord Abbett Alpha Strategy Fund Class R4) |
-4.08%
Apr 2021 – Apr 2024 |
2.50%
Mar 2021 – Mar 2026 |
8.37%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFKX (Lord Abbett Alpha Strategy Fund Class R4) |
21.94%
Dec 2018 – Dec 2021 |
17.88%
Feb 2016 – Feb 2021 |
10.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart