Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFOX (Lord Abbett Alpha Strategy Cl F3) | 19.72% | 33.79% | 16.70% | 5.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFOX (Lord Abbett Alpha Strategy Cl F3) | 04/05/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 33.79 | 16.70 | 5.62 | NA | NA | NA | … | … | 19.72 | 9.12 | 13.60 | 14.30 | -23.25 | 15.41 | 26.63 | 25.65 | -10.00 | 17.98 |
| Sharpe Ratio | NA | 1.91 | 0.76 | 0.15 | NA | NA | NA | … | … | 2.53 | 0.31 | 0.61 | 0.66 | -0.94 | 0.76 | 0.33 | 1.69 | -0.67 | 1.21 |
| Standard Deviation(%) | NA | 16.85 | 18.00 | 19.87 | NA | NA | NA | … | … | 19.69 | 19.99 | 16.46 | 16.37 | 26.37 | 20.34 | 78.80 | 14.28 | 17.16 | 20.18 |
| Draw Down(%) | NA | 10.31 | 24.92 | 33.68 | NA | NA | NA | … | … | 10.31 | 21.85 | 8.07 | 16.94 | 30.25 | 11.31 | 53.16 | 8.66 | 26.05 | 10.02 |
| Yield(%) | 0.00 | 5.36 | 2.74 | 3.19 | 6.61 | 4.40 | 3.30 | … | … | 0.00 | 5.24 | 1.15 | 0.80 | 4.96 | 6.01 | 9.25 | 15.87 | 12.83 | 12.26 |
Data as of 06/04/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFOX (Lord Abbett Alpha Strategy Cl F3) |
-3.76%
Apr 2021 – Apr 2024 |
2.85%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFOX (Lord Abbett Alpha Strategy Cl F3) |
22.46%
Dec 2018 – Dec 2021 |
13.19%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart