Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LABYX (LORD ABBETT BALANCED STRATEGY FUND CLASS I) | 5.62% | 15.80% | 14.38% | 3.42% | 7.13% | 6.72% | 4.91% | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LABYX (LORD ABBETT BALANCED STRATEGY FUND CLASS I) | 11/04/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 15.80 | 14.38 | 3.42 | 7.13 | 6.72 | 4.91 | … | … | 5.62 | 13.23 | 15.39 | 12.19 | -15.96 | -0.77 | 17.24 | 20.45 | -8.53 | 10.86 | 11.76 | -5.02 | 6.19 | 18.36 | 15.02 | -3.14 | 10.18 | 26.54 | -32.17 | -2.95 | 5.71 | -2.30 | 2.84 |
| Sharpe Ratio | NA | 1.80 | 1.30 | 0.08 | 0.47 | NA | NA | … | … | 1.12 | 1.09 | 1.52 | 1.11 | -1.19 | -0.05 | 0.80 | 2.41 | -0.88 | 1.97 | 1.17 | -0.54 | 0.86 | 2.30 | 1.57 | -0.20 | 0.81 | 1.47 | -1.44 | -0.55 | 0.33 | -0.66 | 3.59 |
| Standard Deviation(%) | NA | 7.64 | 8.59 | 11.14 | 11.79 | NA | NA | … | … | 9.36 | 9.55 | 7.76 | 7.75 | 14.64 | 14.46 | 21.24 | 7.88 | 11.36 | 5.20 | 9.90 | 9.42 | 7.22 | 7.97 | 9.63 | 16.21 | 12.53 | 17.98 | 22.86 | 11.21 | 6.91 | 6.86 | 5.09 |
| Draw Down(%) | NA | 6.07 | 10.34 | 29.97 | 29.97 | NA | NA | … | … | 6.07 | 10.34 | 3.85 | 7.15 | 20.27 | 13.17 | 26.07 | 3.74 | 16.03 | 2.16 | 8.88 | 11.24 | 6.43 | 6.21 | 9.39 | 18.41 | 12.13 | 18.67 | 39.74 | 9.80 | 5.18 | 5.00 | 0.69 |
| Yield(%) | 0.00 | 2.61 | 3.16 | 3.03 | 4.59 | 5.12 | 3.80 | … | … | 0.77 | 2.78 | 3.12 | 2.72 | 1.71 | 7.30 | 4.46 | 4.20 | 6.54 | 6.38 | 3.89 | 7.13 | 9.25 | 5.31 | 4.35 | 3.91 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 1.50 | 0.90 |
Data as of 06/04/2026, Common starting date is 11/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABYX (LORD ABBETT BALANCED STRATEGY FUND CLASS I) |
-15.45%
Feb 2006 – Feb 2009 |
-4.00%
Jun 2005 – Jun 2010 |
1.84%
Feb 2006 – Feb 2016 |
2.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LABYX (LORD ABBETT BALANCED STRATEGY FUND CLASS I) |
18.17%
Feb 2009 – Feb 2012 |
16.06%
Feb 2009 – Feb 2014 |
10.06%
Feb 2009 – Feb 2019 |
8.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart