Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAUYX (LORD ABBETT INCOME FUND CLASS I) | 3.69% | 3.06% | 2.77% | 0.06% | 2.74% | 3.84% | 3.36% | 3.46% |
Data as of 08/01/2025, AR inception is 11/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAUYX (LORD ABBETT INCOME FUND CLASS I) | 11/02/2004 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 3.06 | 2.77 | 0.06 | 2.74 | 3.84 | 3.36 | 3.46 | 3.69 | 1.71 | 8.43 | -15.87 | 0.21 | 8.17 | 13.14 | -2.50 | 7.22 | 9.03 | -2.85 | 7.47 | 0.47 | 12.79 | 6.75 | 8.20 | 22.73 | -15.38 | 1.96 | -1.16 | 1.91 | 0.12 |
| Sharpe Ratio | NA | -0.02 | -0.08 | -0.30 | 0.22 | NA | NA | 0.39 | 0.54 | -0.80 | 0.52 | -2.08 | 0.04 | 0.93 | 3.08 | -1.08 | 1.76 | 2.10 | -0.68 | 2.11 | 0.10 | 3.27 | 1.30 | 1.65 | 3.96 | -1.88 | -0.25 | -1.11 | -0.06 | -0.19 |
| Standard Deviation(%) | NA | 6.00 | 7.32 | 6.72 | 5.98 | NA | NA | 5.51 | 6.29 | 6.10 | 8.10 | 8.33 | 4.89 | 8.50 | 3.81 | 3.54 | 3.76 | 4.20 | 4.26 | 3.53 | 4.40 | 3.93 | 5.18 | 4.93 | 5.72 | 8.65 | 4.22 | 4.02 | 3.97 | 3.83 |
| Draw Down(%) | NA | 4.22 | 10.59 | 22.21 | 22.21 | NA | NA | 23.11 | 4.08 | 3.49 | 6.52 | 20.34 | 3.37 | 16.39 | 2.05 | 3.60 | 1.45 | 2.92 | 5.66 | 2.17 | 6.38 | 1.69 | 4.21 | 3.67 | 5.29 | 23.11 | 3.50 | 4.25 | 2.82 | 1.14 |
| Yield(%) | 0.00 | 3.78 | 4.04 | 3.15 | 3.76 | 4.57 | 3.79 | 3.89 | 1.99 | 4.22 | 4.76 | 3.32 | 2.13 | 3.73 | 4.35 | 4.16 | 3.88 | 4.40 | 4.58 | 5.64 | 6.43 | 7.25 | 6.27 | 2.99 | 0.00 | 0.00 | 0.00 | 0.00 | 3.44 | 0.49 |
Data as of 08/01/2025, AR inception is 11/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUYX (LORD ABBETT INCOME FUND CLASS I) |
-6.54%
Nov 2005 - Nov 2008 |
-0.51%
Oct 2017 - Oct 2022 |
1.83%
Oct 2012 - Oct 2022 |
3.32%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUYX (LORD ABBETT INCOME FUND CLASS I) |
14.01%
Feb 2009 - Feb 2012 |
11.02%
Nov 2008 - Nov 2013 |
7.16%
Nov 2008 - Nov 2018 |
5.30%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart