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
LIXSX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R4) 3.65% 11.69% 10.48% 3.56% 6.17% NA NA
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
Name Start Date End Date
LIXSX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R4) 07/01/2015 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
Annualized Return (%) 0.17 11.69 10.48 3.56 6.17 NA NA 3.65 11.44 9.94 9.03 -14.30 7.55 13.82 15.88 -6.49 9.15 9.36 -5.37
Sharpe Ratio NA 1.70 1.21 0.15 0.57 NA NA 0.86 1.36 1.12 0.94 -1.47 1.05 0.94 2.44 -0.97 2.28 1.54 -1.68
Standard Deviation(%) NA 5.60 6.11 7.31 7.96 NA NA 6.92 6.29 5.63 5.74 10.75 7.16 14.43 5.90 8.17 3.74 5.94 6.19
Draw Down(%) NA 4.74 6.17 19.12 20.23 NA NA 4.74 6.17 3.12 5.68 17.88 3.94 20.23 2.92 12.01 1.62 5.67 6.76
Yield(%) 0.00 3.21 3.65 3.24 3.92 2.77 2.08 1.02 3.46 3.69 3.26 2.03 5.29 3.95 2.89 3.24 3.96 4.26 4.31
Data as of 06/04/2026, 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
LIXSX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R4) -0.89%
Apr 2021 – Apr 2024
2.28%
Sep 2018 – Sep 2023
5.57%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIXSX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R4) 12.36%
Dec 2018 – Dec 2021
9.16%
Feb 2016 – Feb 2021
6.73%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return