Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFTX (Lord Abbett Alpha Strategy Fund Class R5) | 14.54% | 27.05% | 13.97% | 4.52% | 10.47% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFTX (Lord Abbett Alpha Strategy Fund Class R5) | 07/01/2015 | 06/10/2026 |
| 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 (%) | -3.42 | 27.05 | 13.97 | 4.52 | 10.47 | NA | NA | … | … | 14.54 | 5.76 | 13.47 | 14.16 | -23.30 | 15.32 | 26.49 | 25.47 | -9.52 | 20.96 | 9.49 | -8.21 |
| Sharpe Ratio | NA | 1.53 | 0.66 | 0.11 | 0.42 | NA | NA | … | … | 1.85 | 0.14 | 0.60 | 0.65 | -0.94 | 0.75 | 0.69 | 1.69 | -0.63 | 2.01 | 0.57 | -0.95 |
| Standard Deviation(%) | NA | 17.24 | 18.04 | 19.89 | 20.93 | NA | NA | … | … | 20.11 | 20.68 | 16.42 | 16.35 | 26.32 | 20.33 | 37.75 | 14.23 | 17.30 | 10.16 | 16.22 | 16.60 |
| Draw Down(%) | NA | 10.30 | 24.95 | 33.72 | 40.29 | NA | NA | … | … | 10.30 | 21.85 | 8.05 | 16.95 | 30.28 | 11.30 | 40.29 | 8.64 | 26.07 | 4.74 | 15.81 | 12.84 |
| Yield(%) | 0.00 | 5.36 | 2.67 | 3.18 | 7.77 | 4.96 | 3.72 | … | … | 0.00 | 5.28 | 1.15 | 0.78 | 4.96 | 6.00 | 9.25 | 15.83 | 12.71 | 12.58 | 11.68 | 12.59 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| ALFTX (Lord Abbett Alpha Strategy Fund Class R5) |
-3.84%
Apr 2021 – Apr 2024 |
2.75%
Mar 2021 – Mar 2026 |
8.66%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFTX (Lord Abbett Alpha Strategy Fund Class R5) |
22.32%
Dec 2018 – Dec 2021 |
18.23%
Feb 2016 – Feb 2021 |
10.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart