Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFLAX (LORD ABBETT BALANCED STRATEGY FUND CLASS C) | 5.32% | 14.79% | 13.29% | 2.39% | 6.05% | 5.66% | 5.30% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFLAX (LORD ABBETT BALANCED STRATEGY FUND CLASS C) | 12/27/1994 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 14.79 | 13.29 | 2.39 | 6.05 | 5.66 | 5.30 | … | … | 5.32 | 12.01 | 14.24 | 11.13 | -16.84 | -1.79 | 16.02 | 19.30 | -9.47 | 9.63 | 10.74 | -5.94 | 5.04 | 17.29 | 13.83 | -4.08 | 11.66 | 31.07 | -28.39 | 5.26 | 11.73 | 1.78 | 9.33 | 23.57 | -11.39 | -2.22 | 6.73 | 9.99 | 7.74 | 16.00 | -1.27 | 17.45 | -0.30 |
| Sharpe Ratio | NA | 1.65 | 1.18 | -0.01 | 0.37 | NA | NA | … | … | 1.04 | 0.96 | 1.36 | 0.98 | -1.25 | -0.13 | 0.74 | 2.25 | -0.95 | 1.74 | 1.06 | -0.63 | 0.70 | 2.17 | 1.45 | -0.25 | 0.93 | 1.71 | -1.28 | 0.23 | 1.44 | -0.08 | 1.16 | 2.17 | -0.83 | -0.43 | 0.27 | 0.74 | 0.26 | 1.34 | -0.56 | 2.34 | -9.51 |
| Standard Deviation(%) | NA | 7.69 | 8.60 | 11.16 | 11.79 | NA | NA | … | … | 9.31 | 9.56 | 7.79 | 7.72 | 14.64 | 14.53 | 21.18 | 7.93 | 11.42 | 5.18 | 9.89 | 9.40 | 7.20 | 7.95 | 9.57 | 16.15 | 12.44 | 18.08 | 22.84 | 9.38 | 5.79 | 5.88 | 7.21 | 10.55 | 15.18 | 10.94 | 9.41 | 8.97 | 16.60 | 9.16 | 8.78 | 5.76 | 2.75 |
| Draw Down(%) | NA | 6.20 | 10.50 | 30.70 | 30.70 | NA | NA | … | … | 6.20 | 10.50 | 3.89 | 7.38 | 20.88 | 13.35 | 26.13 | 3.94 | 16.73 | 2.16 | 8.91 | 11.59 | 6.61 | 6.24 | 9.56 | 18.64 | 11.22 | 18.28 | 37.88 | 6.11 | 4.93 | 5.26 | 5.67 | 8.92 | 23.69 | 14.32 | 5.31 | 6.72 | 13.23 | 5.39 | 12.78 | 3.44 | 0.30 |
| Yield(%) | 0.00 | 1.64 | 2.01 | 2.22 | 3.52 | 4.08 | 4.10 | … | … | 0.45 | 1.73 | 2.01 | 1.65 | 0.87 | 6.33 | 3.51 | 3.11 | 5.59 | 5.28 | 2.88 | 6.21 | 8.29 | 4.29 | 3.30 | 2.97 | 3.51 | 3.78 | 4.19 | 8.15 | 5.89 | 5.63 | 3.36 | 3.08 | 4.71 | 4.02 | 8.85 | 9.62 | 12.26 | 6.05 | 1.50 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFLAX (LORD ABBETT BALANCED STRATEGY FUND CLASS C) |
-9.79%
Feb 2006 – Feb 2009 |
-3.87%
Feb 2004 – Feb 2009 |
0.51%
Feb 1999 – Feb 2009 |
2.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFLAX (LORD ABBETT BALANCED STRATEGY FUND CLASS C) |
19.28%
Feb 2009 – Feb 2012 |
16.26%
Feb 2009 – Feb 2014 |
9.59%
Feb 2009 – Feb 2019 |
7.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart