Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LACFX (LORD ABBETT CONVERTIBLE FUND CLASS A) | 21.31% | 40.65% | 20.73% | 3.64% | 10.15% | 8.27% | 7.42% | … | … |
Data as of 06/03/2026, Common starting date is 07/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LACFX (LORD ABBETT CONVERTIBLE FUND CLASS A) | 07/11/2003 | 06/03/2026 |
| 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 (%) | 0.44 | 40.65 | 20.73 | 3.64 | 10.15 | 8.27 | 7.42 | … | … | 21.31 | 22.03 | 13.73 | 7.01 | -23.37 | -13.79 | 42.57 | 24.77 | -3.53 | 16.56 | 12.46 | -8.09 | 7.59 | 25.91 | 12.19 | -9.01 | 14.65 | 35.47 | -31.62 | 9.08 | 9.04 | 3.80 | 7.25 | 10.00 |
| Sharpe Ratio | NA | 2.68 | 1.51 | 0.06 | 0.57 | NA | NA | … | … | 3.16 | 1.50 | 1.17 | 0.36 | -1.46 | -0.65 | 1.61 | 2.37 | -0.39 | 2.36 | 1.20 | -0.81 | 0.39 | 2.94 | 1.44 | -0.67 | 1.25 | 3.48 | -2.10 | 0.62 | 0.71 | 0.21 | 0.89 | 3.02 |
| Standard Deviation(%) | NA | 14.69 | 11.95 | 14.39 | 15.00 | NA | NA | … | … | 18.03 | 12.82 | 8.67 | 9.27 | 17.01 | 21.26 | 26.23 | 9.83 | 12.51 | 6.77 | 10.17 | 10.03 | 19.58 | 8.81 | 8.47 | 13.45 | 11.62 | 10.17 | 15.46 | 9.54 | 7.99 | 7.41 | 7.03 | 7.12 |
| Draw Down(%) | NA | 6.83 | 12.12 | 41.15 | 44.79 | NA | NA | … | … | 6.83 | 12.12 | 4.53 | 9.72 | 24.47 | 25.41 | 24.64 | 4.50 | 15.09 | 2.72 | 10.80 | 14.27 | 11.84 | 5.47 | 8.27 | 18.83 | 10.43 | 7.24 | 37.40 | 7.70 | 8.58 | 6.91 | 8.43 | 2.87 |
| Yield(%) | 0.00 | 1.89 | 2.17 | 1.48 | 4.07 | 4.60 | 4.55 | … | … | 0.21 | 2.05 | 2.40 | 1.99 | 1.89 | 1.27 | 1.54 | 10.49 | 6.61 | 2.68 | 3.90 | 2.92 | 12.80 | 10.64 | 3.11 | 2.83 | 4.27 | 5.25 | 3.57 | 4.88 | 5.57 | 2.19 | 2.56 | 1.21 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LACFX (LORD ABBETT CONVERTIBLE FUND CLASS A) |
-14.37%
Nov 2020 – Nov 2023 |
-2.83%
Feb 2004 – Feb 2009 |
3.75%
Feb 2006 – Feb 2016 |
4.66%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LACFX (LORD ABBETT CONVERTIBLE FUND CLASS A) |
22.62%
Nov 2017 – Nov 2020 |
20.76%
Feb 2016 – Feb 2021 |
12.63%
Sep 2011 – Sep 2021 |
9.51%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart