Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBCFX (LORD ABBETT CONVERTIBLE FUND CLASS B) | NA | 8.50% | 4.22% | 6.98% | 5.29% | NA | NA | … | … |
Data as of 05/09/2018, Common starting date is 07/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBCFX (LORD ABBETT CONVERTIBLE FUND CLASS B) | 07/11/2003 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.50 | 4.22 | 6.98 | 5.29 | NA | NA | … | … | 0.33 | 15.66 | 11.57 | -8.92 | 5.23 | 24.89 | 11.23 | -9.64 | 13.93 | 34.55 | -32.08 | 8.39 | 8.35 | 3.06 | 6.62 | 9.68 |
| Sharpe Ratio | NA | 0.80 | 0.40 | 0.56 | 0.42 | NA | NA | … | … | -0.01 | 2.23 | 1.12 | -0.88 | 0.28 | 2.84 | 1.33 | -0.72 | 1.20 | 3.40 | -2.11 | 0.56 | 0.63 | 0.12 | 0.81 | 2.87 |
| Standard Deviation(%) | NA | 9.50 | 9.69 | 11.93 | 11.98 | NA | NA | … | … | 12.83 | 6.76 | 10.14 | 10.13 | 18.72 | 8.76 | 8.49 | 13.47 | 11.52 | 10.12 | 15.59 | 9.58 | 8.03 | 7.47 | 7.00 | 7.23 |
| Draw Down(%) | NA | 7.87 | 22.87 | 23.11 | 37.04 | NA | NA | … | … | 7.87 | 2.79 | 10.80 | 14.57 | 12.06 | 5.56 | 8.41 | 19.10 | 10.62 | 7.37 | 37.73 | 7.80 | 8.69 | 7.08 | 8.82 | 2.97 |
| Yield(%) | 0.00 | 1.19 | 1.92 | 5.39 | 4.07 | 4.32 | 3.24 | … | … | 0.03 | 1.42 | 2.97 | 2.04 | 11.95 | 9.72 | 2.19 | 2.02 | 3.60 | 4.51 | 3.01 | 4.20 | 4.91 | 1.55 | 1.96 | 1.00 |
Data as of 05/09/2018, 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 |
|---|---|---|---|---|
| LBCFX (LORD ABBETT CONVERTIBLE FUND CLASS B) |
-8.93%
Feb 2006 – Feb 2009 |
-3.45%
Feb 2004 – Feb 2009 |
2.86%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBCFX (LORD ABBETT CONVERTIBLE FUND CLASS B) |
15.18%
Feb 2009 – Feb 2012 |
15.44%
Feb 2009 – Feb 2014 |
6.37%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart