Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LABFX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS A) | 6.56% | 1.63% | 8.71% | 8.27% | 6.67% | 4.54% | 6.33% | 5.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABFX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS A) | 03/08/1995 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 03/08/1995.
AR inception is since 03/08/1995.
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 8.71 | 8.27 | 6.67 | 4.54 | 6.33 | 5.73 | 6.56 | 1.63 | 15.10 | 11.91 | -16.16 | -1.00 | 16.96 | 20.16 | -8.80 | 10.48 | 11.58 | -5.24 | 5.85 | 18.05 | 14.74 | -3.39 | 11.89 | 31.88 | -27.88 | 5.98 | 12.43 | 2.49 | 9.95 | 24.44 | -10.90 | -1.78 | 7.44 | 11.09 | 8.75 | 17.22 | 7.42 | 17.26 |
| Sharpe Ratio | NA | 0.23 | 0.38 | 0.37 | 0.24 | NA | NA | 0.40 | 0.11 | 1.10 | 1.00 | -1.20 | -0.07 | 0.79 | 2.36 | -0.89 | 1.92 | 1.15 | -0.57 | 0.81 | 2.28 | 1.54 | -0.21 | 0.94 | 1.77 | -1.25 | 0.32 | 1.59 | 0.05 | 1.26 | 2.24 | -0.79 | -0.39 | 0.35 | 0.85 | 0.33 | 1.49 | 0.50 | 3.38 |
| Standard Deviation(%) | NA | 10.28 | 10.29 | 12.15 | 12.01 | NA | NA | 11.83 | 13.43 | 7.76 | 7.73 | 14.64 | 14.48 | 21.21 | 7.94 | 11.38 | 5.14 | 9.89 | 9.33 | 7.21 | 7.91 | 9.61 | 16.11 | 12.56 | 18.01 | 22.93 | 9.35 | 5.78 | 5.85 | 7.15 | 10.61 | 15.12 | 10.83 | 9.51 | 9.27 | 16.66 | 9.15 | 7.78 | 5.23 |
| Draw Down(%) | NA | 10.73 | 10.95 | 30.13 | 30.13 | NA | NA | 41.28 | 10.73 | 3.85 | 7.19 | 20.42 | 13.19 | 26.08 | 3.81 | 16.26 | 2.17 | 8.90 | 11.24 | 6.41 | 6.16 | 9.36 | 18.41 | 11.73 | 18.31 | 37.58 | 6.05 | 4.95 | 5.19 | 5.53 | 8.86 | 23.53 | 14.22 | 5.16 | 6.77 | 13.05 | 5.31 | 6.21 | 2.48 |
| Yield(%) | 0.00 | 1.96 | 2.22 | 3.93 | 4.12 | 5.37 | 5.09 | 6.44 | 0.00 | 2.84 | 2.46 | 1.49 | 7.05 | 4.22 | 3.92 | 6.30 | 6.11 | 3.62 | 6.87 | 8.99 | 5.04 | 4.09 | 3.65 | 3.72 | 4.41 | 4.82 | 8.76 | 6.45 | 6.23 | 3.86 | 3.72 | 5.22 | 4.62 | 9.59 | 10.47 | 13.26 | 7.10 | 4.48 | 4.44 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABFX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS A) |
-9.21%
Feb 2006 - Feb 2009 |
-3.25%
Feb 2004 - Feb 2009 |
1.16%
Feb 1999 - Feb 2009 |
3.70%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABFX (LORD ABBETT MULTI-ASSET BALANCED OPPORTUNITY FUND CLASS A) |
19.93%
Feb 2009 - Feb 2012 |
16.97%
Feb 2009 - Feb 2014 |
10.35%
Feb 2009 - Feb 2019 |
8.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart