Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLATX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R5) | 5.61% | 15.84% | 14.37% | 5.75% | 8.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLATX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R5) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 15.84 | 14.37 | 5.75 | 8.55 | NA | NA | … | … | 5.61 | 13.27 | 15.34 | 12.26 | -16.00 | 10.98 | 19.64 | 20.54 | -8.61 | 10.75 | 11.90 | -6.81 |
| Sharpe Ratio | NA | 1.80 | 1.30 | 0.32 | 0.61 | NA | NA | … | … | 1.12 | 1.09 | 1.50 | 1.12 | -1.19 | 1.08 | 0.91 | 2.42 | -0.88 | 1.96 | 1.18 | -1.19 |
| Standard Deviation(%) | NA | 7.65 | 8.61 | 10.16 | 11.32 | NA | NA | … | … | 9.27 | 9.58 | 7.81 | 7.74 | 14.64 | 10.16 | 21.12 | 7.87 | 11.41 | 5.16 | 9.93 | 10.98 |
| Draw Down(%) | NA | 6.06 | 10.39 | 21.74 | 26.02 | NA | NA | … | … | 6.06 | 10.39 | 3.92 | 7.13 | 20.31 | 5.35 | 26.02 | 3.73 | 16.01 | 2.15 | 8.88 | 9.45 |
| Yield(%) | 0.00 | 2.60 | 3.15 | 4.99 | 6.13 | 4.11 | 3.09 | … | … | 0.77 | 2.77 | 3.11 | 2.71 | 1.70 | 18.09 | 6.75 | 4.19 | 6.43 | 6.37 | 3.84 | 5.75 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BLATX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R5) |
-0.57%
Mar 2017 – Mar 2020 |
3.88%
Sep 2017 – Sep 2022 |
7.77%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLATX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R5) |
16.97%
Dec 2018 – Dec 2021 |
12.06%
Feb 2016 – Feb 2021 |
9.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart