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LACFX: LORD ABBETT CONVERTIBLE FUND CLASS A (MUTUAL FUND)
Basic Info 13.61 0.04(0.29%) April 17
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 07/11/2003 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 0.99% |
| Expenses | 0.87% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/11/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | -3.5 | 7.3 | -0.1 | 1.8 | 4.3 | 6.0 | 5.7 | 5.8 | 12.7 | 7.0 | -23.4 | -13.8 | 42.6 | 24.8 | -3.5 | 16.6 | 12.5 | -8.1 | 7.6 | 25.9 | 12.2 | -9.0 | 14.7 | 35.5 | -31.6 | 9.1 | 9.0 | 3.8 | 7.3 | 10.0 |
| Sharpe Ratio | NA | -0.95 | 0.08 | -0.37 | -0.05 | 0.18 | NA | NA | 0.35 | 0.7 | 0.3 | -1.46 | -0.65 | 1.61 | 2.38 | -0.39 | 2.36 | 1.21 | -0.81 | 0.39 | 2.94 | 1.44 | -0.67 | 1.25 | 3.48 | -2.1 | 0.64 | 0.72 | 0.22 | 0.9 | 3.02 |
| Draw Down(%) | NA | 12.4 | 12.4 | 17.8 | 44.8 | 44.8 | NA | NA | 44.8 | 5.3 | 9.7 | 24.5 | 25.4 | 24.6 | 4.5 | 15.1 | 2.7 | 10.8 | 14.3 | 11.8 | 5.5 | 8.3 | 18.8 | 10.4 | 7.2 | 37.4 | 7.7 | 8.6 | 6.9 | 8.4 | 2.9 |
| Standard Deviation(%) | NA | 15.2 | 11.1 | 11.9 | 16.8 | 14.7 | NA | NA | 13.0 | 8.8 | 9.3 | 17.0 | 21.3 | 26.2 | 9.8 | 12.5 | 6.8 | 10.2 | 10.0 | 19.6 | 8.8 | 8.5 | 13.5 | 11.6 | 10.2 | 15.5 | 9.5 | 8.0 | 7.4 | 7.0 | 7.1 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.09 | -0.03 | 0.13 | 0.09 | -0.06 | 0.06 | 0.2 | 0.11 | -0.09 | 0.16 | 0.46 | -0.44 | 0.06 | 0.05 | 0.02 | 0.07 | 0.25 |
| Alpha | NA | NA | NA | NA | NA | 0.02 | NA | NA | 0.01 | NA | NA | NA | NA | NA | 0.07 | 0.01 | 0.03 | 0.01 | -0.03 | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.05 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 |
| Beta | NA | NA | NA | NA | NA | 1.44 | NA | NA | 0.97 | NA | NA | NA | NA | NA | 2.56 | 1.66 | 1.26 | 1.33 | 1.34 | 1.24 | 1.3 | 1.08 | 1.01 | 0.93 | 0.76 | 0.74 | 1.02 | 1.09 | 0.91 | 0.93 | 0.88 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.16 | NA | NA | 0.37 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.15 | 0.89 | 0.76 | 0.89 | 0.86 | 0.18 | 0.87 | 0.9 | 0.95 | 0.94 | 0.9 | 0.88 | 0.9 | 0.79 | 0.77 | 0.84 | 0.81 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.6 | 1.7 | 3.5 | 5.0 | 4.9 | N/A | 1.4 | 2.0 | 1.9 | 1.3 | 1.5 | 10.5 | 6.6 | 2.7 | 3.9 | 2.9 | 12.8 | 10.6 | 3.1 | 2.8 | 4.3 | 5.2 | 3.6 | 4.9 | 5.6 | 2.2 | 2.6 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | -39.8 | -59.0 | -64.2 | -31.4 | N/A | N/A | N/A | -28.0 | -21.6 | 27.1 | 14.3 | -83.0 | 40.7 | 181.7 | -24.0 | 17.5 | -78.7 | 35.6 | 274.5 | -2.7 | -27.6 | 5.8 | -2.7 | -24.2 | -10.1 | 162.9 | -11.4 | 129.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/11/2003
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