Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFQX (LORD ABBETT ALPHA STRATEGY FUND CLASS R2) | 19.34% | 32.87% | 15.90% | 2.63% | 8.20% | 8.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFQX (LORD ABBETT ALPHA STRATEGY FUND CLASS R2) | 10/03/2007 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 32.87 | 15.90 | 2.63 | 8.20 | 8.24 | NA | … | … | 19.34 | 4.55 | 11.97 | 13.06 | -28.70 | 9.88 | 17.43 | 24.57 | -10.07 | 20.17 | 8.85 | -1.32 | 2.50 | 41.99 | 12.22 | -6.67 | 26.96 | 39.28 | -41.02 | -3.04 |
| Sharpe Ratio | NA | 1.85 | 0.72 | 0.00 | 0.31 | NA | NA | … | … | 2.47 | 0.08 | 0.33 | 0.54 | -1.10 | 0.48 | 0.45 | 1.63 | -0.66 | 1.94 | 0.55 | -0.09 | 0.17 | 3.16 | 0.77 | -0.22 | 1.25 | 1.33 | -1.12 | -0.68 |
| Standard Deviation(%) | NA | 16.84 | 17.97 | 20.19 | 21.12 | NA | NA | … | … | 19.64 | 20.84 | 16.45 | 16.33 | 27.46 | 20.50 | 38.25 | 14.24 | 17.29 | 10.13 | 15.77 | 14.78 | 14.59 | 13.29 | 15.99 | 29.83 | 21.55 | 29.51 | 37.27 | 20.99 |
| Draw Down(%) | NA | 10.39 | 25.10 | 38.97 | 40.33 | NA | NA | … | … | 10.39 | 21.97 | 8.07 | 17.08 | 30.60 | 11.39 | 40.33 | 8.77 | 26.17 | 4.79 | 15.87 | 14.37 | 13.67 | 4.52 | 14.61 | 28.88 | 15.90 | 25.30 | 52.86 | 10.18 |
| Yield(%) | 0.00 | 5.99 | 2.75 | 1.39 | 5.94 | 6.95 | 5.15 | … | … | 0.00 | 5.85 | 0.84 | 0.46 | 0.01 | 1.09 | 1.40 | 16.63 | 12.59 | 13.16 | 12.08 | 13.45 | 10.66 | 9.39 | 4.66 | 0.30 | 0.30 | 0.00 | 4.67 | 8.12 |
Data as of 06/04/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFQX (LORD ABBETT ALPHA STRATEGY FUND CLASS R2) |
-7.84%
Apr 2021 – Apr 2024 |
-1.40%
Sep 2018 – Sep 2023 |
3.30%
Oct 2013 – Oct 2023 |
5.12%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFQX (LORD ABBETT ALPHA STRATEGY FUND CLASS R2) |
29.16%
Feb 2009 – Feb 2012 |
26.37%
Feb 2009 – Feb 2014 |
15.75%
Feb 2009 – Feb 2019 |
11.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart