Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIXTX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R5) | 3.82% | 12.02% | 10.78% | 3.84% | 6.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIXTX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R5) | 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 (%) | 0.23 | 12.02 | 10.78 | 3.84 | 6.45 | NA | NA | … | … | 3.82 | 11.66 | 10.30 | 9.30 | -14.09 | 7.86 | 14.14 | 16.17 | -6.33 | 9.41 | 9.70 | -5.28 |
| Sharpe Ratio | NA | 1.78 | 1.26 | 0.19 | 0.61 | NA | NA | … | … | 0.92 | 1.42 | 1.20 | 0.99 | -1.44 | 1.10 | 0.96 | 2.49 | -0.95 | 2.34 | 1.59 | -1.67 |
| Standard Deviation(%) | NA | 5.56 | 6.08 | 7.31 | 7.96 | NA | NA | … | … | 6.92 | 6.22 | 5.55 | 5.78 | 10.82 | 7.16 | 14.45 | 5.89 | 8.17 | 3.76 | 5.97 | 6.15 |
| Draw Down(%) | NA | 4.76 | 6.06 | 18.91 | 20.14 | NA | NA | … | … | 4.76 | 6.06 | 3.14 | 5.58 | 17.70 | 3.89 | 20.14 | 2.92 | 11.84 | 1.54 | 5.61 | 6.63 |
| Yield(%) | 0.00 | 3.46 | 3.95 | 3.49 | 4.21 | 2.97 | 2.23 | … | … | 1.10 | 3.74 | 3.99 | 3.54 | 2.27 | 5.58 | 4.22 | 3.17 | 3.47 | 4.19 | 4.55 | 4.45 |
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 |
|---|---|---|---|---|
| LIXTX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R5) |
-0.63%
Apr 2021 – Apr 2024 |
2.54%
Sep 2018 – Sep 2023 |
5.84%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIXTX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R5) |
12.67%
Dec 2018 – Dec 2021 |
9.42%
Feb 2016 – Feb 2021 |
7.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart