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
ISFOX (Lord Abbett Multi-Asset Income Cl F3) 3.06% 11.36% 10.52% 3.77% NA NA NA
Data as of 06/09/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
Name Start Date End Date
ISFOX (Lord Abbett Multi-Asset Income Cl F3) 04/05/2017 06/09/2026
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
Annualized Return (%) -0.90 11.36 10.52 3.77 NA NA NA 3.06 11.74 10.32 9.42 -14.07 7.76 14.26 16.18 -6.82 5.88
Sharpe Ratio NA 1.46 1.17 0.16 NA NA NA 0.58 1.41 1.20 1.00 -1.44 1.08 0.41 2.51 -1.01 1.77
Standard Deviation(%) NA 5.73 6.14 7.33 NA NA NA 7.03 6.30 5.57 5.81 10.78 7.17 34.22 5.86 8.12 4.13
Draw Down(%) NA 4.68 6.10 18.88 NA NA NA 4.68 6.10 3.13 5.57 17.67 3.88 28.10 2.91 11.83 1.69
Yield(%) 0.00 3.72 4.03 3.54 3.55 2.37 1.78 1.35 3.73 3.97 3.53 2.28 5.48 4.24 3.19 3.49 2.12
Data as of 06/09/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISFOX (Lord Abbett Multi-Asset Income Cl F3) -0.62%
Apr 2021 – Apr 2024
2.58%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISFOX (Lord Abbett Multi-Asset Income Cl F3) 12.67%
Dec 2018 – Dec 2021
8.33%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return