Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAVBX (LORD ABBETT INCOME FUND CLASS B) | NA | 0.71% | 2.20% | 2.04% | 5.36% | 4.73% | 5.08% | … | … |
Data as of 05/09/2018, Common starting date is 08/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAVBX (LORD ABBETT INCOME FUND CLASS B) | 08/29/1996 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 0.71 | 2.20 | 2.04 | 5.36 | 4.73 | 5.08 | … | … | -2.52 | 6.12 | 7.86 | -4.18 | 6.78 | -0.47 | 11.66 | 5.79 | 11.50 | 29.97 | -11.14 | 5.89 | 3.12 | 1.62 | 4.77 | 1.33 | 8.75 | 6.34 | 10.66 | -2.26 | 7.48 | 7.96 | 5.72 |
| Sharpe Ratio | NA | -0.05 | 0.39 | 0.44 | 1.02 | NA | NA | … | … | -2.17 | 1.49 | 1.90 | -0.99 | 1.99 | -0.11 | 3.17 | 1.19 | 2.17 | 4.80 | -1.37 | 0.64 | -0.04 | -0.14 | 0.73 | 0.12 | 1.60 | 0.75 | 1.30 | -0.42 | 0.80 | 0.85 | 2.54 |
| Standard Deviation(%) | NA | 3.40 | 3.96 | 4.03 | 5.07 | NA | NA | … | … | 3.73 | 3.71 | 4.01 | 4.26 | 3.40 | 4.53 | 3.69 | 4.82 | 5.25 | 6.23 | 8.77 | 4.51 | 4.05 | 4.04 | 5.26 | 5.14 | 4.77 | 5.46 | 5.08 | 12.94 | 5.23 | 5.20 | 5.72 |
| Draw Down(%) | NA | 2.62 | 7.19 | 8.21 | 21.48 | NA | NA | … | … | 2.52 | 1.77 | 3.06 | 6.36 | 2.44 | 6.92 | 1.69 | 4.34 | 3.40 | 4.83 | 21.48 | 2.23 | 2.65 | 3.05 | 4.35 | 5.61 | 2.32 | 3.77 | 2.77 | 10.95 | 3.23 | 3.33 | 2.28 |
| Yield(%) | 0.00 | 2.87 | 3.06 | 3.63 | 5.01 | 4.49 | 4.79 | … | … | 0.98 | 2.83 | 3.27 | 3.58 | 4.61 | 5.53 | 6.20 | 5.35 | 6.40 | 6.56 | 4.50 | 3.79 | 3.80 | 3.13 | 4.67 | 3.21 | 4.27 | 5.39 | 5.76 | 5.40 | 5.73 | 7.27 | 3.68 |
Data as of 05/09/2018, Common starting date is 08/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVBX (LORD ABBETT INCOME FUND CLASS B) |
-2.65%
Nov 2005 – Nov 2008 |
-0.37%
Nov 2003 – Nov 2008 |
2.12%
Nov 1998 – Nov 2008 |
4.78%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAVBX (LORD ABBETT INCOME FUND CLASS B) |
17.22%
Oct 2008 – Oct 2011 |
12.57%
Nov 2008 – Nov 2013 |
6.61%
May 2004 – May 2014 |
6.28%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart