Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LASAX (Lord Abbett Special Situations Income Fund) | -2.06% | -2.79% | 3.84% | 1.33% | 0.66% | 0.04% | 0.05% | … | … |
Data as of 03/16/2026, Common starting date is 08/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LASAX (Lord Abbett Special Situations Income Fund) | 08/05/2002 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | -2.79 | 3.84 | 1.33 | 0.66 | 0.04 | 0.05 | … | … | -2.06 | -1.07 | 7.59 | 9.82 | -6.73 | -14.81 | 12.34 | -1.51 | 15.46 | 22.43 | -39.52 | 9.72 | 13.88 | 7.24 | 8.44 | 33.70 | -2.26 |
| Sharpe Ratio | NA | -2.35 | 0.15 | -0.33 | -0.23 | NA | NA | … | … | -4.29 | -1.81 | 0.94 | 2.03 | -2.46 | -0.06 | 1.10 | -0.06 | 0.83 | 0.90 | -1.15 | 0.32 | 0.95 | 0.45 | 0.61 | 2.01 | -0.26 |
| Standard Deviation(%) | NA | 2.64 | 3.27 | 9.33 | 9.33 | NA | NA | … | … | 2.86 | 2.21 | 3.31 | 3.79 | 3.33 | 34.73 | 11.24 | 24.67 | 18.43 | 24.78 | 35.14 | 20.78 | 11.06 | 10.97 | 12.21 | 16.38 | 24.48 |
| Draw Down(%) | NA | 3.42 | 3.93 | 21.15 | 21.15 | NA | NA | … | … | 2.58 | 1.92 | 0.96 | 2.40 | 8.35 | 15.76 | 11.39 | 21.34 | 15.11 | 25.99 | 48.28 | 11.42 | 10.38 | 7.40 | 11.46 | 13.42 | 17.77 |
| Yield(%) | 0.00 | 0.00 | 3.18 | 3.05 | 1.52 | 1.04 | 1.84 | … | … | 0.00 | 0.00 | 4.40 | 6.55 | 4.59 | 0.81 | 0.20 | 1.17 | 1.39 | 2.20 | 9.17 | 10.60 | 3.60 | 3.40 | 1.41 | 2.99 | 0.14 |
Data as of 03/16/2026, Common starting date is 08/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LASAX (Lord Abbett Special Situations Income Fund) |
-15.76%
Feb 2006 – Feb 2009 |
-6.83%
Feb 2004 – Feb 2009 |
0.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LASAX (Lord Abbett Special Situations Income Fund) |
22.66%
Feb 2009 – Feb 2012 |
16.20%
Sep 2002 – Sep 2007 |
7.08%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart