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
LAURX (LORD ABBETT INCOME FUND CLASS R3) -0.36% 5.18% 5.10% 0.04% 2.51% 3.16% NA
Data as of 06/04/2026, Common starting date is 07/08/2008
More Performance Analytics Comparison
Name Start Date End Date
LAURX (LORD ABBETT INCOME FUND CLASS R3) 07/08/2008 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
Annualized Return (%) 0.00 5.18 5.10 0.04 2.51 3.16 NA -0.36 7.97 2.74 7.90 -15.88 -0.62 7.61 12.58 -2.92 6.71 8.45 -3.28 7.01 -0.05 12.65 5.92 10.43 22.62 -14.34
Sharpe Ratio NA 0.81 0.39 -0.35 0.17 NA NA -0.41 0.92 -0.15 0.54 -2.09 -0.14 0.86 2.87 -1.25 1.70 1.93 -0.75 2.02 -0.02 3.32 1.12 2.04 3.45 -2.45
Standard Deviation(%) NA 5.31 6.20 6.70 5.98 NA NA 5.78 5.52 5.97 7.87 8.32 4.66 8.54 3.87 3.45 3.58 4.28 4.42 3.46 4.31 3.83 5.25 5.07 6.52 11.34
Draw Down(%) NA 3.60 6.28 22.56 22.56 NA NA 3.60 4.02 3.65 7.18 20.27 3.39 16.33 1.71 3.94 1.48 3.05 5.94 2.26 6.49 1.69 4.26 3.69 5.26 21.62
Yield(%) 0.00 4.71 5.02 3.57 3.64 4.10 3.88 1.66 5.27 5.16 4.72 2.94 2.01 3.28 3.85 3.72 3.41 3.86 4.12 5.19 5.91 6.77 5.82 5.07 0.00 0.00
Data as of 06/04/2026, Common starting date is 07/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAURX (LORD ABBETT INCOME FUND CLASS R3) -5.03%
Oct 2020 – Oct 2023
-0.97%
Oct 2017 – Oct 2022
1.34%
Oct 2012 – Oct 2022
3.17%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAURX (LORD ABBETT INCOME FUND CLASS R3) 14.44%
Nov 2008 – Nov 2011
11.25%
Nov 2008 – Nov 2013
7.03%
Nov 2008 – Nov 2018
5.01%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return