Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOBFX (Lord Abbett Multi-Asset Balanced Opportu) | 4.20% | 14.25% | 13.84% | 5.54% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOBFX (Lord Abbett Multi-Asset Balanced Opportu) | 04/05/2017 | 06/08/2026 |
| 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 (%) | -1.13 | 14.25 | 13.84 | 5.54 | NA | NA | NA | … | … | 4.20 | 13.30 | 15.50 | 12.26 | -15.85 | 11.02 | 19.65 | 20.66 | -9.13 | 7.23 |
| Sharpe Ratio | NA | 1.48 | 1.23 | 0.29 | NA | NA | NA | … | … | 0.76 | 1.09 | 1.52 | 1.13 | -1.19 | 1.08 | 0.42 | 2.44 | -0.93 | 1.25 |
| Standard Deviation(%) | NA | 7.84 | 8.63 | 10.15 | NA | NA | NA | … | … | 9.44 | 9.57 | 7.83 | 7.68 | 14.56 | 10.19 | 46.51 | 7.88 | 11.37 | 7.37 |
| Draw Down(%) | NA | 6.10 | 10.28 | 21.67 | NA | NA | NA | … | … | 6.10 | 10.28 | 3.83 | 7.11 | 20.24 | 5.34 | 35.20 | 3.73 | 16.01 | 3.27 |
| Yield(%) | 0.00 | 2.77 | 3.21 | 5.03 | 5.34 | 3.56 | 2.67 | … | … | 0.94 | 2.76 | 3.10 | 2.73 | 1.74 | 18.03 | 6.78 | 4.22 | 6.50 | 4.90 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| LOBFX (Lord Abbett Multi-Asset Balanced Opportu) |
0.60%
Apr 2021 – Apr 2024 |
3.93%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOBFX (Lord Abbett Multi-Asset Balanced Opportu) |
17.03%
Dec 2018 – Dec 2021 |
11.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart