Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISFCX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS C) | 3.14% | 10.97% | 9.59% | 2.76% | 5.40% | 4.78% | 5.05% | … | … |
Data as of 06/03/2026, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISFCX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS C) | 06/30/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 10.97 | 9.59 | 2.76 | 5.40 | 4.78 | 5.05 | … | … | 3.14 | 10.57 | 9.09 | 8.27 | -15.02 | 6.77 | 13.05 | 14.97 | -7.09 | 8.29 | 8.57 | -4.13 | 2.75 | 9.98 | 11.96 | 0.33 | 11.43 | 35.46 | -23.33 | 2.26 | 9.38 | 0.67 |
| Sharpe Ratio | NA | 1.59 | 1.08 | 0.05 | 0.47 | NA | NA | … | … | 0.79 | 1.24 | 0.98 | 0.81 | -1.53 | 0.95 | 0.88 | 2.33 | -1.04 | 2.05 | 1.40 | -0.78 | 0.65 | 2.08 | 2.16 | 0.04 | 1.91 | 4.22 | -1.85 | -0.17 | 1.92 | -0.49 |
| Standard Deviation(%) | NA | 5.57 | 6.08 | 7.30 | 7.95 | NA | NA | … | … | 6.94 | 6.23 | 5.57 | 5.78 | 10.78 | 7.12 | 14.49 | 5.79 | 8.16 | 3.75 | 5.95 | 5.34 | 4.23 | 4.79 | 5.57 | 7.85 | 5.94 | 8.38 | 13.10 | 5.17 | 3.11 | 2.50 |
| Draw Down(%) | NA | 4.81 | 6.29 | 19.68 | 20.29 | NA | NA | … | … | 4.81 | 6.29 | 3.11 | 5.83 | 18.40 | 4.00 | 20.29 | 2.94 | 12.51 | 1.65 | 5.73 | 8.51 | 4.56 | 4.87 | 5.80 | 11.37 | 6.43 | 8.94 | 30.76 | 5.26 | 2.71 | 3.28 |
| Yield(%) | 0.00 | 2.39 | 2.74 | 2.50 | 3.02 | 3.59 | 3.98 | … | … | 0.73 | 2.56 | 2.80 | 2.38 | 1.29 | 4.38 | 3.12 | 2.00 | 2.54 | 3.08 | 3.43 | 5.34 | 6.35 | 6.29 | 4.55 | 4.83 | 4.92 | 7.15 | 5.84 | 5.06 | 3.58 | 1.00 |
Data as of 06/03/2026, Common starting date is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFCX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS C) |
-6.54%
Nov 2005 – Nov 2008 |
0.40%
Mar 2015 – Mar 2020 |
2.44%
Oct 2013 – Oct 2023 |
3.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFCX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS C) |
17.98%
Feb 2009 – Feb 2012 |
14.36%
Nov 2008 – Nov 2013 |
8.30%
Nov 2008 – Nov 2018 |
6.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart