Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBFFX (LORD ABBETT CONVERTIBLE FUND CLASS F) | 21.66% | 40.47% | 20.96% | 3.71% | 10.26% | 8.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBFFX (LORD ABBETT CONVERTIBLE FUND CLASS F) | 10/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 40.47 | 20.96 | 3.71 | 10.26 | 8.35 | NA | … | … | 21.66 | 22.11 | 13.82 | 7.16 | -23.29 | -13.65 | 42.71 | 24.89 | -3.45 | 16.67 | 12.58 | -8.00 | 6.10 | 26.03 | 12.31 | -8.89 | 14.95 | 35.81 | -31.43 | -0.55 |
| Sharpe Ratio | NA | 2.68 | 1.51 | 0.07 | 0.58 | NA | NA | … | … | 3.16 | 1.50 | 1.17 | 0.38 | -1.45 | -0.64 | 1.61 | 2.35 | -0.39 | 2.36 | 1.22 | -0.80 | 0.60 | 2.98 | 1.46 | -0.66 | 1.29 | 3.54 | -2.10 | -0.41 |
| Standard Deviation(%) | NA | 14.71 | 11.99 | 14.42 | 15.02 | NA | NA | … | … | 18.02 | 12.90 | 8.72 | 9.29 | 17.05 | 21.22 | 26.28 | 9.96 | 12.55 | 6.82 | 10.15 | 10.05 | 10.21 | 8.73 | 8.45 | 13.47 | 11.53 | 10.09 | 15.40 | 11.11 |
| Draw Down(%) | NA | 6.85 | 12.15 | 41.04 | 44.61 | NA | NA | … | … | 6.85 | 12.15 | 4.59 | 9.77 | 24.42 | 25.34 | 24.69 | 4.57 | 15.14 | 2.72 | 10.80 | 14.25 | 8.02 | 5.47 | 8.24 | 18.78 | 10.38 | 7.24 | 37.18 | 5.32 |
| Yield(%) | 0.00 | 1.97 | 2.27 | 1.54 | 4.18 | 4.74 | 3.98 | … | … | 0.24 | 2.15 | 2.51 | 2.05 | 1.95 | 1.37 | 1.65 | 10.62 | 6.71 | 2.79 | 4.01 | 3.01 | 12.91 | 10.75 | 3.23 | 2.95 | 4.53 | 5.54 | 3.81 | 3.17 |
Data as of 06/04/2026, Common starting date is 10/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBFFX (LORD ABBETT CONVERTIBLE FUND CLASS F) |
-14.27%
Nov 2020 – Nov 2023 |
-1.60%
Nov 2020 – Nov 2025 |
3.90%
Oct 2013 – Oct 2023 |
4.79%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBFFX (LORD ABBETT CONVERTIBLE FUND CLASS F) |
22.70%
Nov 2017 – Nov 2020 |
20.87%
Feb 2016 – Feb 2021 |
12.58%
Sep 2011 – Sep 2021 |
8.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart