Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LAGCX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS C) NA 12.48% 3.30% 1.71% 3.95% 3.85% 2.48%
Data as of 12/30/2019, Common starting date is 12/27/1996
More Performance Analytics Comparison
Name Start Date End Date
LAGCX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS C) 12/27/1996 12/30/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 12.48 3.30 1.71 3.95 3.85 2.48 12.48 -12.33 11.78 8.15 -8.17 1.44 13.76 14.17 -7.48 10.58 37.00 -37.73 11.14 17.25 7.60 11.28 25.59 -17.27 -23.33 4.27 11.48 1.24 -1.72 -1.01
Sharpe Ratio NA 1.94 0.26 0.10 0.30 NA NA 1.85 -1.16 1.99 0.65 -0.72 0.18 1.43 1.21 -0.38 0.68 1.68 -1.30 0.52 1.31 0.65 0.99 2.01 -1.03 -1.66 0.01 0.57 -0.10 -0.36 -5.73
Standard Deviation(%) NA 6.04 8.30 9.84 11.89 NA NA 6.03 11.73 5.63 12.19 11.37 8.13 9.58 11.78 19.90 15.43 21.99 29.69 15.80 10.69 8.34 10.45 12.37 17.81 15.66 19.26 14.36 20.07 14.69 13.24
Draw Down(%) NA 3.90 19.41 20.48 22.06 NA NA 3.90 19.41 2.14 9.45 14.59 8.68 8.08 12.10 22.06 13.75 20.84 47.12 10.80 12.60 7.12 9.42 11.15 26.55 34.36 16.41 14.46 27.22 14.49 1.09
Yield(%) 0.00 0.32 2.46 3.50 4.00 4.53 3.34 0.32 2.65 3.38 4.52 7.58 5.67 4.66 3.34 2.64 2.63 3.47 2.58 12.30 10.19 3.88 0.00 0.00 0.00 0.00 10.46 0.00 0.00 2.17 1.02
Data as of 12/30/2019, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAGCX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS C) -17.01%
Feb 2000 – Feb 2003
-9.09%
Sep 1997 – Sep 2002
-2.17%
Nov 1998 – Nov 2008
1.02%
Jul 1997 – Jul 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAGCX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS C) 21.14%
Feb 2009 – Feb 2012
16.36%
Sep 2002 – Sep 2007
8.57%
Feb 2009 – Feb 2019
6.74%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return