Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLAFX (LORD ABBETT BALANCED STRATEGY FUND CLASS F) | 5.58% | 15.68% | 14.26% | 3.31% | 7.02% | 6.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLAFX (LORD ABBETT BALANCED STRATEGY FUND CLASS F) | 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 (%) | 0.50 | 15.68 | 14.26 | 3.31 | 7.02 | 6.62 | NA | … | … | 5.58 | 13.10 | 15.17 | 12.17 | -16.05 | -0.87 | 17.11 | 20.34 | -8.62 | 10.78 | 11.75 | -5.11 | 6.02 | 18.25 | 14.88 | -3.23 | 11.86 | 32.28 | -27.70 | -2.19 |
| Sharpe Ratio | NA | 1.77 | 1.29 | 0.07 | 0.46 | NA | NA | … | … | 1.11 | 1.07 | 1.49 | 1.12 | -1.20 | -0.06 | 0.79 | 2.37 | -0.87 | 1.97 | 1.16 | -0.54 | 0.83 | 2.28 | 1.23 | -0.20 | 0.94 | 1.79 | -1.25 | -0.99 |
| Standard Deviation(%) | NA | 7.67 | 8.59 | 11.12 | 11.80 | NA | NA | … | … | 9.35 | 9.55 | 7.76 | 7.70 | 14.61 | 14.47 | 21.22 | 7.95 | 11.49 | 5.17 | 9.95 | 9.45 | 7.23 | 7.98 | 12.19 | 16.20 | 12.57 | 18.02 | 22.85 | 11.25 |
| Draw Down(%) | NA | 6.09 | 10.28 | 30.04 | 30.04 | NA | NA | … | … | 6.09 | 10.28 | 3.93 | 7.17 | 20.34 | 13.18 | 26.07 | 3.77 | 16.04 | 2.16 | 8.81 | 11.27 | 6.45 | 6.14 | 13.67 | 18.45 | 11.58 | 18.19 | 37.37 | 5.78 |
| Yield(%) | 0.00 | 2.50 | 3.03 | 2.94 | 4.48 | 5.02 | 4.15 | … | … | 0.74 | 2.67 | 3.01 | 2.60 | 1.61 | 7.19 | 4.35 | 4.09 | 6.44 | 6.30 | 3.78 | 7.05 | 9.16 | 5.21 | 4.24 | 3.82 | 3.68 | 4.72 | 5.09 | 6.07 |
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 |
|---|---|---|---|---|
| BLAFX (LORD ABBETT BALANCED STRATEGY FUND CLASS F) |
-3.23%
Apr 2021 – Apr 2024 |
1.02%
Mar 2015 – Mar 2020 |
3.26%
Oct 2013 – Oct 2023 |
4.29%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLAFX (LORD ABBETT BALANCED STRATEGY FUND CLASS F) |
20.44%
Mar 2009 – Mar 2012 |
17.11%
Feb 2009 – Feb 2014 |
10.51%
Feb 2009 – Feb 2019 |
8.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart