Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISFYX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS I) | 2.37% | 10.46% | 10.12% | 3.58% | 6.32% | 5.82% | 6.10% | … | … |
Data as of 06/10/2026, Common starting date is 06/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISFYX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS I) | 06/29/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 10.46 | 10.12 | 3.58 | 6.32 | 5.82 | 6.10 | … | … | 2.37 | 11.74 | 10.23 | 9.31 | -14.10 | 7.80 | 14.14 | 16.18 | -6.14 | 9.34 | 9.62 | -3.11 | 3.74 | 11.07 | 13.12 | 1.30 | 12.68 | 36.98 | -22.43 | 3.27 | 10.42 | 1.08 |
| Sharpe Ratio | NA | 1.46 | 1.17 | 0.15 | 0.59 | NA | NA | … | … | 0.56 | 1.43 | 1.18 | 0.98 | -1.45 | 1.08 | 0.96 | 2.52 | -0.92 | 2.35 | 1.57 | -0.59 | 0.88 | 2.33 | 2.38 | 0.16 | 2.15 | 4.44 | -1.77 | 0.02 | 2.29 | -0.18 |
| Standard Deviation(%) | NA | 5.72 | 6.13 | 7.32 | 7.95 | NA | NA | … | … | 7.07 | 6.21 | 5.58 | 5.80 | 10.75 | 7.18 | 14.41 | 5.82 | 8.17 | 3.70 | 5.98 | 5.33 | 4.21 | 4.73 | 5.55 | 7.93 | 5.87 | 8.31 | 13.17 | 5.21 | 3.07 | 2.53 |
| Draw Down(%) | NA | 4.70 | 6.12 | 18.92 | 20.20 | NA | NA | … | … | 4.70 | 6.12 | 3.08 | 5.59 | 17.71 | 3.89 | 20.20 | 2.92 | 11.73 | 1.54 | 5.68 | 7.92 | 4.10 | 4.74 | 5.57 | 10.98 | 6.15 | 8.89 | 30.37 | 4.99 | 2.59 | 3.21 |
| Yield(%) | 0.00 | 3.74 | 4.04 | 3.55 | 4.27 | 4.74 | 5.11 | … | … | 1.36 | 3.75 | 3.99 | 3.55 | 2.28 | 5.58 | 4.24 | 3.17 | 3.61 | 4.19 | 4.55 | 6.42 | 7.46 | 7.38 | 5.66 | 5.86 | 6.12 | 8.41 | 6.94 | 6.08 | 5.95 | 1.20 |
Data as of 06/10/2026, Common starting date is 06/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFYX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS I) |
-5.63%
Nov 2005 – Nov 2008 |
1.42%
Mar 2015 – Mar 2020 |
3.47%
Oct 2013 – Oct 2023 |
4.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISFYX (LORD ABBETT DIVERSIFIED INCOME STRATEGY FUND CLASS I) |
19.25%
Feb 2009 – Feb 2012 |
15.58%
Nov 2008 – Nov 2013 |
9.42%
Nov 2008 – Nov 2018 |
7.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart