Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LABPX (LORD ABBETT BALANCED STRATEGY FUND CLASS P) | 4.17% | 13.88% | 13.38% | 2.67% | 6.50% | 6.15% | 5.79% | … | … |
Data as of 06/04/2026, Common starting date is 02/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABPX (LORD ABBETT BALANCED STRATEGY FUND CLASS P) | 02/05/2003 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 13.88 | 13.38 | 2.67 | 6.50 | 6.15 | 5.79 | … | … | 4.17 | 12.29 | 14.18 | 11.72 | -16.36 | -1.21 | 16.61 | 20.03 | -8.98 | 10.33 | 11.30 | -5.45 | 5.66 | 17.87 | 14.42 | -3.50 | 11.78 | 31.72 | -28.02 | 5.90 | 12.27 | 2.37 | 9.86 | 25.88 |
| Sharpe Ratio | NA | 1.55 | 1.19 | 0.02 | 0.41 | NA | NA | … | … | 0.72 | 1.00 | 0.97 | 0.97 | -1.22 | -0.08 | 0.77 | 2.35 | -0.90 | 1.89 | 1.12 | -0.58 | 0.79 | 2.25 | 1.52 | -0.22 | 0.93 | 1.76 | -1.26 | 0.31 | 1.56 | 0.03 | 1.25 | 2.85 |
| Standard Deviation(%) | NA | 7.62 | 8.60 | 11.17 | 11.81 | NA | NA | … | … | 9.19 | 9.61 | 7.85 | 7.76 | 14.64 | 14.57 | 21.21 | 7.91 | 11.44 | 5.16 | 9.91 | 9.43 | 7.17 | 7.93 | 9.56 | 16.18 | 12.56 | 17.94 | 22.91 | 9.39 | 5.81 | 5.92 | 7.16 | 9.92 |
| Draw Down(%) | NA | 6.09 | 10.39 | 30.36 | 30.36 | NA | NA | … | … | 6.09 | 10.39 | 4.04 | 7.27 | 20.53 | 13.34 | 26.06 | 3.79 | 16.29 | 2.20 | 8.95 | 11.41 | 6.48 | 6.19 | 9.52 | 18.47 | 11.67 | 18.27 | 37.61 | 6.07 | 4.97 | 5.19 | 5.54 | 4.14 |
| Yield(%) | 0.00 | 1.50 | 2.36 | 2.54 | 4.03 | 4.60 | 4.57 | … | … | 0.00 | 2.32 | 2.62 | 2.22 | 1.32 | 6.87 | 4.03 | 3.72 | 6.13 | 5.94 | 3.43 | 6.72 | 8.82 | 4.84 | 3.87 | 3.46 | 3.60 | 4.31 | 4.72 | 8.69 | 6.37 | 6.20 | 3.85 | 2.89 |
Data as of 06/04/2026, Common starting date is 02/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABPX (LORD ABBETT BALANCED STRATEGY FUND CLASS P) |
-9.31%
Feb 2006 – Feb 2009 |
-3.36%
Feb 2004 – Feb 2009 |
2.89%
Oct 2013 – Oct 2023 |
3.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABPX (LORD ABBETT BALANCED STRATEGY FUND CLASS P) |
19.76%
Feb 2009 – Feb 2012 |
16.77%
Feb 2009 – Feb 2014 |
10.15%
Feb 2009 – Feb 2019 |
8.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart