Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLAVX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R6) | 5.59% | 15.88% | 14.44% | 5.82% | 8.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLAVX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R6) | 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 (%) | 0.49 | 15.88 | 14.44 | 5.82 | 8.62 | NA | NA | … | … | 5.59 | 13.33 | 15.42 | 12.38 | -15.88 | 11.03 | 19.77 | 20.58 | -8.61 | 10.90 | 11.24 | -6.80 |
| Sharpe Ratio | NA | 1.82 | 1.32 | 0.33 | 0.62 | NA | NA | … | … | 1.14 | 1.10 | 1.51 | 1.14 | -1.19 | 1.09 | 0.92 | 2.40 | -0.88 | 1.98 | 1.00 | -1.19 |
| Standard Deviation(%) | NA | 7.62 | 8.61 | 10.14 | 11.39 | NA | NA | … | … | 9.25 | 9.57 | 7.84 | 7.75 | 14.59 | 10.07 | 21.18 | 7.96 | 11.38 | 5.19 | 11.08 | 10.99 |
| Draw Down(%) | NA | 6.04 | 10.37 | 21.63 | 26.04 | NA | NA | … | … | 6.04 | 10.37 | 3.84 | 7.11 | 20.20 | 5.28 | 26.04 | 3.73 | 16.01 | 2.15 | 8.19 | 9.45 |
| Yield(%) | 0.00 | 2.60 | 3.15 | 5.00 | 6.16 | 4.11 | 3.08 | … | … | 0.77 | 2.77 | 3.11 | 2.73 | 1.74 | 18.13 | 6.79 | 4.22 | 6.46 | 6.41 | 3.43 | 5.76 |
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 |
|---|---|---|---|---|
| BLAVX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R6) |
-0.55%
Mar 2017 – Mar 2020 |
3.95%
Sep 2017 – Sep 2022 |
7.79%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLAVX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS R6) |
17.05%
Dec 2018 – Dec 2021 |
12.07%
Feb 2016 – Feb 2021 |
9.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart