Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LABBX (LORD ABBETT BALANCED STRATEGY FUND CLASS B) | NA | 4.32% | 2.94% | 4.76% | 4.98% | 5.99% | 4.48% | … | … |
Data as of 05/09/2018, Common starting date is 05/05/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABBX (LORD ABBETT BALANCED STRATEGY FUND CLASS B) | 05/05/1998 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.32 | 2.94 | 4.76 | 4.98 | 5.99 | 4.48 | … | … | -1.42 | 9.72 | 10.62 | -5.98 | 5.14 | 17.15 | 13.85 | -4.12 | 10.94 | 31.08 | -28.45 | 5.27 | 11.69 | 1.85 | 9.31 | 23.57 | -11.37 | -2.44 | 6.75 | 9.82 | -7.34 |
| Sharpe Ratio | NA | 0.40 | 0.26 | 0.53 | 0.37 | NA | NA | … | … | -0.40 | 1.77 | 1.04 | -0.64 | 0.71 | 2.15 | 1.45 | -0.26 | 0.87 | 1.72 | -1.28 | 0.24 | 1.45 | -0.05 | 1.15 | 2.16 | -0.83 | -0.44 | 0.29 | 0.57 | -0.84 |
| Standard Deviation(%) | NA | 8.57 | 9.13 | 8.51 | 13.02 | NA | NA | … | … | 12.76 | 5.17 | 9.97 | 9.39 | 7.22 | 7.96 | 9.60 | 16.14 | 12.52 | 18.01 | 22.85 | 9.40 | 5.81 | 5.89 | 7.24 | 10.58 | 15.08 | 10.90 | 9.38 | 11.67 | 16.82 |
| Draw Down(%) | NA | 7.67 | 17.74 | 17.74 | 39.11 | NA | NA | … | … | 7.67 | 2.23 | 8.96 | 11.54 | 6.67 | 6.22 | 9.54 | 18.77 | 11.65 | 18.38 | 37.97 | 6.19 | 5.00 | 5.17 | 5.66 | 9.02 | 23.79 | 14.46 | 5.30 | 6.72 | 13.23 |
| Yield(%) | 0.00 | 4.80 | 4.26 | 5.11 | 4.25 | 5.26 | 4.26 | … | … | 0.03 | 5.22 | 2.82 | 6.14 | 8.22 | 4.21 | 3.27 | 2.91 | 2.86 | 3.74 | 4.14 | 8.07 | 5.85 | 5.61 | 3.35 | 3.10 | 4.58 | 3.98 | 8.84 | 9.62 | 2.20 |
Data as of 05/09/2018, Common starting date is 05/05/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABBX (LORD ABBETT BALANCED STRATEGY FUND CLASS B) |
-9.80%
Feb 2006 – Feb 2009 |
-3.88%
Feb 2004 – Feb 2009 |
0.37%
Nov 1998 – Nov 2008 |
3.84%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABBX (LORD ABBETT BALANCED STRATEGY FUND CLASS B) |
19.04%
Feb 2009 – Feb 2012 |
16.09%
Feb 2009 – Feb 2014 |
7.20%
Mar 2003 – Mar 2013 |
6.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart