Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFRX (LORD ABBETT ALPHA STRATEGY FUND CLASS R3) | 15.18% | 28.49% | 14.63% | 1.83% | 7.94% | 8.10% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFRX (LORD ABBETT ALPHA STRATEGY FUND CLASS R3) | 10/03/2007 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 28.49 | 14.63 | 1.83 | 7.94 | 8.10 | NA | … | … | 15.18 | 4.69 | 12.11 | 13.14 | -28.58 | 10.05 | 17.64 | 24.68 | -10.00 | 20.31 | 8.93 | -1.17 | 2.59 | 42.14 | 12.29 | -6.54 | 27.07 | 39.39 | -40.94 | -3.01 |
| Sharpe Ratio | NA | 1.86 | 0.73 | 0.01 | 0.32 | NA | NA | … | … | 2.49 | 0.09 | 0.34 | 0.55 | -1.09 | 0.49 | 0.45 | 1.63 | -0.66 | 1.95 | 0.55 | -0.08 | 0.18 | 3.17 | 0.77 | -0.22 | 1.25 | 1.33 | -1.12 | -0.67 |
| Standard Deviation(%) | NA | 16.83 | 17.92 | 20.16 | 21.11 | NA | NA | … | … | 19.60 | 20.83 | 16.23 | 16.36 | 27.48 | 20.49 | 38.25 | 14.27 | 17.31 | 10.14 | 15.75 | 14.76 | 14.63 | 13.29 | 15.97 | 29.82 | 21.61 | 29.58 | 37.27 | 21.08 |
| Draw Down(%) | NA | 10.35 | 25.07 | 38.78 | 40.29 | NA | NA | … | … | 10.35 | 21.94 | 7.88 | 17.05 | 30.56 | 11.34 | 40.29 | 8.76 | 26.18 | 4.80 | 15.89 | 14.33 | 13.63 | 4.51 | 14.59 | 28.85 | 15.95 | 25.27 | 52.82 | 10.18 |
| Yield(%) | 0.00 | 5.93 | 2.72 | 1.41 | 5.97 | 7.01 | 5.20 | … | … | 0.00 | 5.78 | 0.84 | 0.45 | 0.04 | 1.35 | 1.40 | 16.54 | 12.81 | 13.09 | 12.04 | 13.57 | 10.66 | 9.49 | 4.65 | 0.30 | 0.29 | 0.09 | 4.78 | 8.15 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| ALFRX (LORD ABBETT ALPHA STRATEGY FUND CLASS R3) |
-7.71%
Apr 2021 – Apr 2024 |
-1.26%
Sep 2018 – Sep 2023 |
3.42%
Oct 2013 – Oct 2023 |
5.24%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFRX (LORD ABBETT ALPHA STRATEGY FUND CLASS R3) |
29.29%
Feb 2009 – Feb 2012 |
26.50%
Feb 2009 – Feb 2014 |
15.87%
Feb 2009 – Feb 2019 |
11.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart