Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAUTX (LORD ABBETT INCOME FUND CLASS R5) | -0.61% | 5.23% | 5.45% | 0.89% | 3.19% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAUTX (LORD ABBETT INCOME FUND CLASS R5) | 07/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 5.23 | 5.45 | 0.89 | 3.19 | NA | NA | … | … | -0.61 | 4.54 | 3.66 | 8.93 | -15.61 | 1.52 | 8.55 | 12.72 | -2.13 | 7.22 | 8.58 | -3.06 |
| Sharpe Ratio | NA | 0.77 | 0.47 | -0.21 | 0.29 | NA | NA | … | … | -0.35 | 0.32 | 0.01 | 0.68 | -2.06 | 0.34 | 0.98 | 2.96 | -0.92 | 1.82 | 2.04 | -1.36 |
| Standard Deviation(%) | NA | 5.05 | 6.25 | 6.67 | 5.95 | NA | NA | … | … | 5.71 | 5.35 | 6.13 | 7.79 | 8.32 | 4.39 | 8.44 | 3.80 | 3.82 | 3.62 | 4.10 | 4.43 |
| Draw Down(%) | NA | 3.61 | 5.77 | 20.66 | 20.66 | NA | NA | … | … | 3.61 | 4.00 | 3.49 | 6.51 | 20.10 | 3.43 | 16.05 | 2.05 | 3.59 | 1.45 | 2.92 | 4.15 |
| Yield(%) | 0.00 | 5.19 | 5.49 | 4.41 | 4.40 | 3.13 | 2.35 | … | … | 1.83 | 5.79 | 5.61 | 5.23 | 3.60 | 4.81 | 3.80 | 4.35 | 4.17 | 3.88 | 3.98 | 1.96 |
Data as of 06/05/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUTX (LORD ABBETT INCOME FUND CLASS R5) |
-3.83%
Oct 2020 – Oct 2023 |
-0.12%
Oct 2017 – Oct 2022 |
3.35%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUTX (LORD ABBETT INCOME FUND CLASS R5) |
8.02%
Oct 2022 – Oct 2025 |
7.11%
Jan 2016 – Jan 2021 |
4.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart