Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFPX (LORD ABBETT CONVERTIBLE FUND CLASS P) | 21.46% | 39.89% | 20.52% | 3.42% | 9.94% | 8.15% | 7.24% | … | … |
Data as of 06/04/2026, Common starting date is 07/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFPX (LORD ABBETT CONVERTIBLE FUND CLASS P) | 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 (%) | 0.38 | 39.89 | 20.52 | 3.42 | 9.94 | 8.15 | 7.24 | … | … | 21.46 | 21.69 | 13.38 | 6.81 | -23.52 | -13.68 | 42.62 | 24.41 | -3.79 | 16.31 | 12.30 | -8.14 | 7.31 | 25.61 | 11.88 | -9.24 | 14.51 | 35.44 | -31.74 | 8.99 | 8.90 | 3.66 | 7.26 | 10.17 |
| Sharpe Ratio | NA | 2.66 | 1.48 | 0.05 | 0.56 | NA | NA | … | … | 3.15 | 1.47 | 1.13 | 0.34 | -1.47 | -0.65 | 1.61 | 2.31 | -0.42 | 2.31 | 1.19 | -0.81 | 0.38 | 2.93 | 1.42 | -0.69 | 1.24 | 3.50 | -2.09 | 0.62 | 0.68 | 0.19 | 0.90 | 3.04 |
| Standard Deviation(%) | NA | 14.68 | 11.96 | 14.35 | 14.96 | NA | NA | … | … | 17.94 | 12.86 | 8.67 | 9.33 | 17.07 | 21.03 | 26.16 | 9.92 | 12.48 | 6.80 | 10.12 | 10.08 | 19.37 | 8.73 | 8.42 | 13.48 | 11.62 | 10.09 | 15.61 | 9.50 | 8.05 | 7.47 | 7.01 | 7.20 |
| Draw Down(%) | NA | 6.81 | 12.18 | 41.22 | 44.82 | NA | NA | … | … | 6.81 | 12.18 | 4.62 | 9.76 | 24.61 | 25.32 | 24.61 | 4.57 | 15.13 | 2.76 | 10.83 | 14.25 | 11.76 | 5.49 | 8.25 | 18.91 | 10.46 | 7.18 | 37.45 | 7.80 | 8.64 | 6.90 | 8.46 | 2.97 |
| Yield(%) | 0.00 | 1.55 | 1.83 | 1.24 | 3.67 | 4.32 | 4.27 | … | … | 0.15 | 1.72 | 2.06 | 1.69 | 1.64 | 0.93 | 1.17 | 10.05 | 6.26 | 2.39 | 3.67 | 2.81 | 12.41 | 10.26 | 2.82 | 2.38 | 4.13 | 5.09 | 3.35 | 4.81 | 5.02 | 2.05 | 2.50 | 1.09 |
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 |
|---|---|---|---|---|
| LCFPX (LORD ABBETT CONVERTIBLE FUND CLASS P) |
-14.39%
Nov 2020 – Nov 2023 |
-2.92%
Feb 2004 – Feb 2009 |
3.59%
Feb 2006 – Feb 2016 |
4.50%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFPX (LORD ABBETT CONVERTIBLE FUND CLASS P) |
22.29%
Nov 2017 – Nov 2020 |
20.53%
Feb 2016 – Feb 2021 |
12.42%
Sep 2011 – Sep 2021 |
9.31%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart