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
LIXVX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R6) 3.81% 12.03% 10.84% 3.87% 6.49% NA NA
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
Name Start Date End Date
LIXVX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R6) 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 12.03 10.84 3.87 6.49 NA NA 3.81 11.75 10.33 9.35 -14.07 7.87 14.26 16.18 -6.25 9.51 9.63 -5.28
Sharpe Ratio NA 1.79 1.27 0.19 0.61 NA NA 0.91 1.43 1.20 1.00 -1.44 1.10 0.97 2.51 -0.94 2.38 1.58 -1.67
Standard Deviation(%) NA 5.55 6.08 7.32 7.96 NA NA 6.91 6.25 5.59 5.76 10.82 7.14 14.42 5.87 8.18 3.73 5.95 6.16
Draw Down(%) NA 4.74 6.10 18.88 20.18 NA NA 4.74 6.10 3.07 5.57 17.66 3.88 20.18 2.91 11.83 1.61 5.61 6.63
Yield(%) 0.00 3.45 3.94 3.48 4.22 2.97 2.23 1.10 3.73 3.98 3.54 2.28 5.59 4.24 3.19 3.48 4.20 4.56 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
LIXVX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R6) -0.57%
Apr 2021 – Apr 2024
2.60%
Sep 2018 – Sep 2023
5.89%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIXVX (LORD ABBETT MULTI-ASSET INCOME FUND CLASS R6) 12.71%
Dec 2018 – Dec 2021
9.47%
Feb 2016 – Feb 2021
7.05%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return