Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLAQX (LORD ABBETT BALANCED STRATEGY FUND CLASS R2) | 3.65% | 13.31% | 13.07% | 2.52% | 6.35% | 5.99% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLAQX (LORD ABBETT BALANCED STRATEGY FUND CLASS R2) | 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 (%) | -1.23 | 13.31 | 13.07 | 2.52 | 6.35 | 5.99 | NA | … | … | 3.65 | 12.51 | 14.67 | 11.56 | -16.35 | -1.10 | 16.53 | 19.90 | -9.21 | 10.15 | 11.25 | -5.59 | 5.45 | 17.65 | 14.33 | -3.73 | 11.49 | 32.42 | -27.68 | -2.19 |
| Sharpe Ratio | NA | 1.37 | 1.13 | 0.00 | 0.40 | NA | NA | … | … | 0.66 | 1.01 | 1.41 | 1.03 | -1.22 | -0.08 | 0.77 | 2.34 | -0.93 | 1.85 | 1.11 | -0.60 | 0.75 | 2.21 | 1.50 | -0.23 | 0.91 | 1.79 | -1.25 | -1.00 |
| Standard Deviation(%) | NA | 7.81 | 8.65 | 11.10 | 11.76 | NA | NA | … | … | 9.43 | 9.56 | 7.86 | 7.72 | 14.60 | 14.25 | 21.19 | 7.88 | 11.41 | 5.16 | 9.93 | 9.41 | 7.26 | 7.96 | 9.59 | 16.14 | 12.60 | 18.01 | 22.76 | 11.12 |
| Draw Down(%) | NA | 6.13 | 10.48 | 30.11 | 30.11 | NA | NA | … | … | 6.13 | 10.48 | 3.96 | 7.30 | 20.57 | 12.95 | 26.09 | 3.82 | 16.46 | 2.16 | 8.86 | 11.46 | 6.54 | 6.25 | 9.47 | 18.53 | 11.70 | 18.34 | 37.31 | 5.82 |
| Yield(%) | 0.00 | 1.92 | 2.37 | 2.46 | 3.85 | 4.40 | 3.72 | … | … | 0.55 | 2.05 | 2.37 | 2.03 | 1.19 | 6.49 | 3.74 | 3.44 | 5.76 | 5.62 | 3.18 | 6.42 | 8.48 | 4.60 | 3.66 | 3.29 | 3.18 | 4.12 | 4.59 | 6.00 |
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 |
|---|---|---|---|---|
| BLAQX (LORD ABBETT BALANCED STRATEGY FUND CLASS R2) |
-3.57%
Apr 2021 – Apr 2024 |
0.48%
Mar 2015 – Mar 2020 |
2.78%
Oct 2013 – Oct 2023 |
3.88%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLAQX (LORD ABBETT BALANCED STRATEGY FUND CLASS R2) |
19.80%
Feb 2009 – Feb 2012 |
16.74%
Feb 2009 – Feb 2014 |
10.04%
Feb 2009 – Feb 2019 |
8.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart