Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ISFAX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS A) | 2.47% | 8.54% | 5.21% | 6.11% | 4.53% | 5.88% | NA | 5.63% |
Data as of 05/30/2025, AR inception is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISFAX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS A) | 06/30/2005 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 8.54 | 5.21 | 6.11 | 4.53 | 5.88 | NA | 5.63 | 2.47 | 9.38 | 9.03 | -14.30 | 7.56 | 13.82 | 15.87 | -6.41 | 9.18 | 9.27 | -3.33 | 3.47 | 10.83 | 12.86 | 1.03 | 12.03 | 35.83 | -22.73 | 2.95 | 10.07 | 0.91 |
| Sharpe Ratio | NA | 0.53 | 0.17 | 0.49 | 0.37 | NA | NA | 0.56 | 0.06 | 0.49 | 0.84 | -1.47 | 1.05 | 0.94 | 2.49 | -0.95 | 2.32 | 1.51 | -0.63 | 0.82 | 2.27 | 2.32 | 0.13 | 2.03 | 4.27 | -1.80 | -0.01 | 2.22 | -0.25 |
| Standard Deviation(%) | NA | 6.79 | 7.31 | 8.04 | 8.00 | NA | NA | 7.44 | 8.26 | 5.67 | 5.74 | 10.71 | 7.19 | 14.44 | 5.80 | 8.16 | 3.70 | 6.01 | 5.30 | 4.20 | 4.77 | 5.56 | 7.90 | 5.88 | 8.37 | 13.10 | 5.15 | 3.08 | 2.57 |
| Draw Down(%) | NA | 7.10 | 9.57 | 19.12 | 20.23 | NA | NA | 31.91 | 6.67 | 3.30 | 5.68 | 17.88 | 3.89 | 20.23 | 2.92 | 11.93 | 1.62 | 5.75 | 8.04 | 4.19 | 4.81 | 5.68 | 11.08 | 6.42 | 8.98 | 30.53 | 5.10 | 2.59 | 3.28 |
| Yield(%) | 0.00 | 3.60 | 3.14 | 4.01 | 3.77 | 5.02 | 4.72 | 4.96 | 1.02 | 3.70 | 3.26 | 2.03 | 5.29 | 3.95 | 2.88 | 3.33 | 3.92 | 4.24 | 6.15 | 7.17 | 7.11 | 5.38 | 5.57 | 5.55 | 7.41 | 6.58 | 5.88 | 5.12 | 1.10 |
Data as of 05/30/2025, AR inception is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFAX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS A) |
-5.94%
Nov 2005 - Nov 2008 |
1.16%
Mar 2015 - Mar 2020 |
3.20%
Oct 2013 - Oct 2023 |
4.44%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFAX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS A) |
18.58%
Feb 2009 - Feb 2012 |
15.09%
Nov 2008 - Nov 2013 |
9.05%
Nov 2008 - Nov 2018 |
7.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart