Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLARX (LORD ABBETT BALANCED STRATEGY FUND CLASS R3) | 3.67% | 13.44% | 13.18% | 2.55% | 6.41% | 6.07% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLARX (LORD ABBETT BALANCED STRATEGY FUND CLASS R3) | 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 (%) | -1.21 | 13.44 | 13.18 | 2.55 | 6.41 | 6.07 | NA | … | … | 3.67 | 12.68 | 14.76 | 11.68 | -16.33 | -1.28 | 16.61 | 19.92 | -9.04 | 10.26 | 11.24 | -5.48 | 5.60 | 17.79 | 14.47 | -3.62 | 11.41 | 31.68 | -27.97 | -2.17 |
| Sharpe Ratio | NA | 1.74 | 1.24 | 0.04 | 0.42 | NA | NA | … | … | 1.08 | 1.03 | 1.43 | 1.04 | -1.22 | -0.09 | 0.77 | 2.34 | -0.92 | 1.85 | 1.11 | -0.58 | 0.78 | 2.23 | 1.51 | -0.23 | 0.91 | 1.75 | -1.26 | -0.99 |
| Standard Deviation(%) | NA | 7.63 | 8.59 | 11.14 | 11.79 | NA | NA | … | … | 9.28 | 9.54 | 7.77 | 7.77 | 14.64 | 14.45 | 21.25 | 7.88 | 11.41 | 5.20 | 9.92 | 9.47 | 7.17 | 7.97 | 9.60 | 16.20 | 12.48 | 18.01 | 22.86 | 11.19 |
| Draw Down(%) | NA | 6.13 | 10.36 | 30.29 | 30.29 | NA | NA | … | … | 6.13 | 10.36 | 3.86 | 7.24 | 20.54 | 13.24 | 26.14 | 3.87 | 16.47 | 2.19 | 8.94 | 11.41 | 6.48 | 6.19 | 9.43 | 18.51 | 11.67 | 18.22 | 37.64 | 5.81 |
| Yield(%) | 0.00 | 2.12 | 2.58 | 2.62 | 4.05 | 4.59 | 3.82 | … | … | 0.60 | 2.25 | 2.59 | 2.22 | 1.28 | 6.76 | 3.98 | 3.67 | 5.94 | 5.89 | 3.39 | 6.68 | 8.76 | 4.78 | 3.83 | 3.43 | 3.27 | 4.34 | 4.79 | 6.01 |
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 |
|---|---|---|---|---|
| BLARX (LORD ABBETT BALANCED STRATEGY FUND CLASS R3) |
-3.61%
Apr 2021 – Apr 2024 |
0.61%
Mar 2015 – Mar 2020 |
2.84%
Oct 2013 – Oct 2023 |
3.87%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLARX (LORD ABBETT BALANCED STRATEGY FUND CLASS R3) |
19.64%
Feb 2009 – Feb 2012 |
16.68%
Feb 2009 – Feb 2014 |
10.07%
Feb 2009 – Feb 2019 |
8.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart