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
ISFBX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS B) NA 3.83% 2.75% 3.47% 5.18% NA NA
Data as of 05/09/2018, Common starting date is 06/30/2005
More Performance Analytics Comparison
Name Start Date End Date
ISFBX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS B) 06/30/2005 05/09/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 3.83 2.75 3.47 5.18 NA NA -0.90 8.29 8.54 -4.08 2.70 9.94 12.09 0.28 11.37 35.56 -23.35 2.33 9.34 0.68
Sharpe Ratio NA 0.48 0.39 0.61 0.70 NA NA -0.40 2.05 1.40 -0.78 0.64 2.09 2.18 0.03 1.91 4.24 -1.85 -0.13 1.99 -0.43
Standard Deviation(%) NA 6.23 5.75 5.25 7.10 NA NA 9.09 3.74 5.91 5.27 4.21 4.74 5.56 7.91 5.90 8.36 13.09 5.24 3.05 2.55
Draw Down(%) NA 5.65 12.71 12.78 30.73 NA NA 5.65 1.60 5.73 8.46 4.52 4.88 5.74 11.34 6.37 8.95 30.73 5.20 2.67 3.22
Yield(%) 0.00 2.21 3.38 4.40 4.78 3.94 2.96 0.02 2.94 3.40 5.32 6.30 6.25 4.52 4.78 4.93 7.22 5.84 5.06 3.75 0.94
Data as of 05/09/2018, Common starting date is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISFBX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS B) -6.54%
Nov 2005 – Nov 2008
2.64%
Feb 2011 – Feb 2016
4.16%
Feb 2006 – Feb 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISFBX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS B) 17.96%
Feb 2009 – Feb 2012
14.37%
Nov 2008 – Nov 2013
5.69%
Jan 2008 – Jan 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return