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
LAGBX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS B) NA 4.74% 1.76% 2.99% 2.82% 5.65% 2.52%
Data as of 05/09/2018, Common starting date is 12/27/1996
More Performance Analytics Comparison
Name Start Date End Date
LAGBX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS B) 12/27/1996 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 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 4.74 1.76 2.99 2.82 5.65 2.52 -1.81 11.75 8.07 -8.14 1.47 13.70 14.24 -7.55 10.61 37.10 -37.74 11.08 17.28 7.52 11.29 25.62 -17.11 -23.32 4.21 11.41 1.25 -1.87 -1.09
Sharpe Ratio NA 0.43 0.11 0.28 0.16 NA NA -0.47 1.99 0.64 -0.72 0.18 1.44 1.22 -0.38 0.68 1.69 -1.30 0.51 1.30 0.64 0.99 2.02 -1.02 -1.65 0.01 0.57 -0.10 -0.36 -5.56
Standard Deviation(%) NA 8.96 10.64 9.92 15.91 NA NA 13.18 5.62 12.21 11.39 8.12 9.50 11.69 19.84 15.46 21.95 29.72 15.84 10.77 8.32 10.39 12.34 17.77 15.77 19.31 14.32 20.03 14.70 14.13
Draw Down(%) NA 8.18 20.39 21.48 48.02 NA NA 8.18 2.04 9.55 14.61 8.69 8.09 12.14 22.03 13.69 20.87 47.15 10.75 12.55 7.13 9.34 11.16 26.70 34.39 16.39 14.41 27.26 14.57 1.17
Yield(%) 0.00 2.67 4.37 4.64 3.52 5.61 3.25 0.00 3.17 4.45 7.51 5.60 4.61 3.29 2.58 2.64 3.48 2.58 12.32 10.21 3.89 0.00 0.00 0.00 0.00 10.47 0.00 0.00 2.09 1.02
Data as of 05/09/2018, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAGBX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS B) -16.96%
Feb 2000 – Feb 2003
-9.06%
Sep 1997 – Sep 2002
-2.17%
Nov 1998 – Nov 2008
1.02%
Jul 1997 – Jul 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAGBX (LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS B) 21.17%
Feb 2009 – Feb 2012
16.31%
Sep 2002 – Sep 2007
7.80%
Mar 2003 – Mar 2013
6.74%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return