Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFYX (LORD ABBETT ALPHA STRATEGY FUND CLASS I) | 19.67% | 33.70% | 16.60% | 3.45% | 9.01% | 9.00% | 7.13% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFYX (LORD ABBETT ALPHA STRATEGY FUND CLASS I) | 12/20/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 33.70 | 16.60 | 3.45 | 9.01 | 9.00 | 7.13 | … | … | 19.67 | 9.04 | 13.52 | 14.16 | -27.84 | 10.97 | 18.81 | 25.26 | -9.51 | 20.88 | 9.49 | -0.71 | 3.14 | 42.83 | 12.87 | -6.08 | 27.32 | 39.60 | -45.71 | 4.83 | 16.90 | 17.58 | 2.63 |
| Sharpe Ratio | NA | 1.91 | 0.76 | 0.04 | 0.35 | NA | NA | … | … | 2.53 | 0.31 | 0.60 | 0.65 | -1.08 | 0.54 | 0.48 | 1.67 | -0.63 | 2.01 | 0.57 | -0.05 | 0.21 | 3.21 | 0.81 | -0.20 | 1.26 | 1.34 | -1.21 | 0.09 | 0.89 | 1.35 | 21.66 |
| Standard Deviation(%) | NA | 16.82 | 17.97 | 20.13 | 21.11 | NA | NA | … | … | 19.60 | 19.98 | 16.41 | 16.37 | 27.32 | 20.46 | 38.12 | 14.26 | 17.30 | 10.10 | 16.24 | 14.77 | 14.58 | 13.31 | 16.03 | 29.82 | 21.60 | 29.53 | 38.53 | 18.36 | 15.23 | 11.32 | 5.75 |
| Draw Down(%) | NA | 10.30 | 24.96 | 37.67 | 40.31 | NA | NA | … | … | 10.30 | 21.86 | 8.05 | 16.96 | 30.32 | 11.33 | 40.31 | 8.64 | 26.07 | 4.78 | 15.81 | 14.20 | 13.36 | 4.51 | 14.52 | 28.69 | 16.05 | 25.21 | 52.62 | 13.92 | 17.04 | 8.42 | 0.11 |
| Yield(%) | 0.00 | 5.40 | 2.74 | 1.60 | 6.05 | 7.24 | 5.91 | … | … | 0.00 | 5.28 | 1.16 | 0.78 | 0.45 | 1.82 | 1.79 | 15.63 | 12.70 | 12.59 | 11.68 | 13.71 | 10.92 | 9.89 | 5.02 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.92 |
Data as of 06/04/2026, Common starting date is 12/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFYX (LORD ABBETT ALPHA STRATEGY FUND CLASS I) |
-19.75%
Feb 2006 – Feb 2009 |
-3.02%
Oct 2007 – Oct 2012 |
4.07%
Oct 2013 – Oct 2023 |
4.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFYX (LORD ABBETT ALPHA STRATEGY FUND CLASS I) |
29.64%
Feb 2009 – Feb 2012 |
26.96%
Feb 2009 – Feb 2014 |
16.37%
Feb 2009 – Feb 2019 |
12.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart