Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFVX (Lord Abbett Alpha Strategy Fund Class R6) | 19.72% | 33.78% | 16.69% | 5.62% | 10.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFVX (Lord Abbett Alpha Strategy Fund Class R6) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 33.78 | 16.69 | 5.62 | 10.89 | NA | NA | … | … | 19.72 | 5.87 | 13.60 | 14.29 | -23.25 | 15.40 | 26.62 | 25.36 | -9.44 | 21.05 | 9.45 | -8.20 |
| Sharpe Ratio | NA | 1.91 | 0.77 | 0.15 | 0.45 | NA | NA | … | … | 2.54 | 0.15 | 0.61 | 0.66 | -0.94 | 0.76 | 0.69 | 1.68 | -0.63 | 2.03 | 0.57 | -0.94 |
| Standard Deviation(%) | NA | 16.83 | 17.92 | 19.81 | 20.90 | NA | NA | … | … | 19.64 | 20.69 | 16.24 | 16.36 | 26.34 | 20.34 | 37.79 | 14.25 | 17.29 | 10.11 | 16.24 | 16.60 |
| Draw Down(%) | NA | 10.31 | 24.91 | 33.67 | 40.28 | NA | NA | … | … | 10.31 | 21.84 | 7.82 | 16.93 | 30.24 | 11.31 | 40.28 | 8.62 | 26.04 | 4.74 | 15.85 | 12.81 |
| Yield(%) | 0.00 | 5.35 | 2.73 | 3.19 | 7.67 | 4.96 | 3.72 | … | … | 0.00 | 5.24 | 1.15 | 0.80 | 4.96 | 6.01 | 9.25 | 15.60 | 12.71 | 12.59 | 11.68 | 12.61 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ALFVX (Lord Abbett Alpha Strategy Fund Class R6) |
-3.76%
Apr 2021 – Apr 2024 |
2.84%
Mar 2021 – Mar 2026 |
8.72%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFVX (Lord Abbett Alpha Strategy Fund Class R6) |
22.35%
Dec 2018 – Dec 2021 |
18.26%
Feb 2016 – Feb 2021 |
11.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart