Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIXRX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS R3) | 3.62% | 11.49% | 10.24% | 3.32% | 5.91% | 5.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIXRX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS R3) | 10/03/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 11.49 | 10.24 | 3.32 | 5.91 | 5.35 | NA | … | … | 3.62 | 11.16 | 9.67 | 8.77 | -14.57 | 7.34 | 13.54 | 15.60 | -6.73 | 8.84 | 9.11 | -3.61 | 3.29 | 10.48 | 12.58 | 0.81 | 11.93 | 36.14 | -22.80 | -2.19 |
| Sharpe Ratio | NA | 1.69 | 1.18 | 0.12 | 0.54 | NA | NA | … | … | 0.87 | 1.32 | 1.10 | 0.89 | -1.49 | 1.02 | 0.92 | 2.43 | -1.00 | 2.20 | 1.49 | -0.69 | 0.78 | 2.20 | 2.27 | 0.10 | 1.99 | 4.32 | -1.80 | -2.06 |
| Standard Deviation(%) | NA | 5.55 | 6.07 | 7.29 | 7.94 | NA | NA | … | … | 6.88 | 6.27 | 5.48 | 5.80 | 10.76 | 7.14 | 14.45 | 5.81 | 8.15 | 3.73 | 5.98 | 5.29 | 4.18 | 4.75 | 5.57 | 7.89 | 5.96 | 8.35 | 13.15 | 5.41 |
| Draw Down(%) | NA | 4.76 | 6.21 | 19.31 | 20.25 | NA | NA | … | … | 4.76 | 6.21 | 3.18 | 5.73 | 18.08 | 3.91 | 20.25 | 2.94 | 12.22 | 1.64 | 5.76 | 8.17 | 4.29 | 4.76 | 5.67 | 11.18 | 6.35 | 8.90 | 30.53 | 4.68 |
| Yield(%) | 0.00 | 2.96 | 3.39 | 3.02 | 3.64 | 4.17 | 3.97 | … | … | 0.93 | 3.20 | 3.43 | 3.01 | 1.80 | 5.02 | 3.71 | 2.62 | 2.99 | 3.67 | 4.02 | 5.93 | 6.93 | 6.85 | 5.12 | 5.35 | 5.39 | 7.81 | 6.43 | 2.03 |
Data as of 06/04/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIXRX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS R3) |
-1.14%
Apr 2021 – Apr 2024 |
0.90%
Mar 2015 – Mar 2020 |
2.95%
Oct 2013 – Oct 2023 |
4.58%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIXRX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS R3) |
18.57%
Feb 2009 – Feb 2012 |
14.94%
Nov 2008 – Nov 2013 |
8.84%
Nov 2008 – Nov 2018 |
7.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart