Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LACCX (LORD ABBETT CONVERTIBLE FUND CLASS C) | 21.30% | 39.39% | 20.10% | 2.91% | 9.42% | 7.64% | 6.73% | … | … |
Data as of 06/04/2026, Common starting date is 07/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LACCX (LORD ABBETT CONVERTIBLE FUND CLASS C) | 07/11/2003 | 06/04/2026 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 39.39 | 20.10 | 2.91 | 9.42 | 7.64 | 6.73 | … | … | 21.30 | 21.22 | 13.00 | 6.40 | -23.85 | -14.52 | 41.51 | 23.97 | -4.18 | 15.86 | 11.81 | -8.76 | 6.98 | 25.08 | 11.52 | -9.63 | 13.99 | 34.60 | -32.11 | 8.42 | 8.38 | 3.05 | 6.67 | 9.62 |
| Sharpe Ratio | NA | 2.62 | 1.45 | 0.01 | 0.52 | NA | NA | … | … | 3.13 | 1.43 | 1.09 | 0.30 | -1.49 | -0.68 | 1.56 | 2.26 | -0.45 | 2.25 | 1.15 | -0.87 | 0.35 | 2.87 | 1.36 | -0.72 | 1.19 | 3.41 | -2.12 | 0.56 | 0.62 | 0.11 | 0.81 | 2.91 |
| Standard Deviation(%) | NA | 14.69 | 11.94 | 14.44 | 15.05 | NA | NA | … | … | 17.96 | 12.87 | 8.60 | 9.33 | 17.04 | 21.37 | 26.40 | 9.96 | 12.47 | 6.77 | 10.12 | 10.09 | 19.70 | 8.73 | 8.47 | 13.43 | 11.68 | 10.10 | 15.57 | 9.49 | 8.02 | 7.47 | 7.02 | 7.08 |
| Draw Down(%) | NA | 6.84 | 12.20 | 42.01 | 45.98 | NA | NA | … | … | 6.84 | 12.20 | 4.58 | 9.83 | 24.84 | 25.99 | 24.68 | 4.60 | 15.24 | 2.81 | 10.76 | 14.49 | 12.06 | 5.50 | 8.37 | 19.02 | 10.54 | 7.38 | 37.76 | 7.73 | 8.61 | 7.00 | 8.70 | 2.97 |
| Yield(%) | 0.00 | 1.20 | 1.46 | 1.00 | 3.27 | 3.94 | 3.89 | … | … | 0.06 | 1.38 | 1.74 | 1.35 | 1.34 | 0.77 | 0.81 | 9.83 | 5.98 | 2.03 | 3.24 | 2.28 | 12.22 | 10.01 | 2.44 | 2.22 | 3.65 | 4.51 | 3.01 | 4.22 | 4.92 | 1.54 | 2.00 | 1.04 |
Data as of 06/04/2026, Common starting date is 07/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LACCX (LORD ABBETT CONVERTIBLE FUND CLASS C) |
-15.00%
Nov 2020 – Nov 2023 |
-3.43%
Feb 2004 – Feb 2009 |
3.09%
Feb 2006 – Feb 2016 |
3.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LACCX (LORD ABBETT CONVERTIBLE FUND CLASS C) |
21.82%
Nov 2017 – Nov 2020 |
19.96%
Feb 2016 – Feb 2021 |
11.91%
Sep 2011 – Sep 2021 |
8.81%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart