Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLASX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R4) | 5.08% | 15.31% | 13.93% | 5.44% | 8.28% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLASX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R4) | 07/01/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 15.31 | 13.93 | 5.44 | 8.28 | NA | NA | … | … | 5.08 | 12.94 | 14.99 | 12.01 | -16.17 | 10.67 | 19.28 | 20.26 | -8.83 | 10.54 | 11.58 | -6.94 |
| Sharpe Ratio | NA | 1.75 | 1.27 | 0.30 | 0.59 | NA | NA | … | … | 1.09 | 1.06 | 1.47 | 1.10 | -1.21 | 1.05 | 0.90 | 2.38 | -0.90 | 1.89 | 1.15 | -1.22 |
| Standard Deviation(%) | NA | 7.66 | 8.57 | 10.13 | 11.32 | NA | NA | … | … | 9.33 | 9.54 | 7.73 | 7.69 | 14.66 | 10.12 | 21.14 | 7.89 | 11.40 | 5.25 | 9.92 | 10.95 |
| Draw Down(%) | NA | 6.16 | 10.29 | 21.89 | 26.08 | NA | NA | … | … | 6.16 | 10.29 | 3.93 | 7.19 | 20.43 | 5.31 | 26.08 | 3.81 | 16.28 | 2.17 | 8.81 | 9.49 |
| Yield(%) | 0.00 | 2.36 | 2.86 | 4.80 | 5.90 | 3.95 | 2.96 | … | … | 0.68 | 2.51 | 2.84 | 2.46 | 1.48 | 17.87 | 6.52 | 3.92 | 6.21 | 6.16 | 3.63 | 5.63 |
Data as of 06/03/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLASX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R4) |
-0.84%
Mar 2017 – Mar 2020 |
3.62%
Sep 2017 – Sep 2022 |
7.50%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLASX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R4) |
16.65%
Dec 2018 – Dec 2021 |
11.78%
Feb 2016 – Feb 2021 |
8.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart