Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFRX (LORD ABBETT CONVERTIBLE FUND CLASS R3) | 21.44% | 39.80% | 20.45% | 3.26% | 9.79% | 7.91% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFRX (LORD ABBETT CONVERTIBLE FUND CLASS R3) | 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 (%) | 0.39 | 39.80 | 20.45 | 3.26 | 9.79 | 7.91 | NA | … | … | 21.44 | 21.60 | 13.41 | 6.66 | -23.59 | -14.11 | 42.11 | 24.33 | -3.82 | 16.22 | 12.19 | -8.38 | 5.63 | 25.54 | 11.90 | -9.28 | 14.53 | 35.31 | -31.73 | -0.65 |
| Sharpe Ratio | NA | 2.64 | 1.47 | 0.04 | 0.55 | NA | NA | … | … | 3.13 | 1.46 | 1.13 | 0.33 | -1.48 | -0.66 | 1.59 | 2.33 | -0.42 | 2.31 | 1.19 | -0.84 | 0.55 | 2.91 | 1.41 | -0.69 | 1.24 | 3.49 | -2.10 | -0.44 |
| Standard Deviation(%) | NA | 14.72 | 11.99 | 14.43 | 15.02 | NA | NA | … | … | 18.00 | 12.88 | 8.70 | 9.31 | 17.02 | 21.30 | 26.29 | 9.82 | 12.48 | 6.77 | 10.06 | 10.06 | 10.23 | 8.77 | 8.48 | 13.42 | 11.64 | 10.08 | 15.54 | 11.30 |
| Draw Down(%) | NA | 6.85 | 12.21 | 41.56 | 45.35 | NA | NA | … | … | 6.85 | 12.21 | 4.63 | 9.78 | 24.64 | 25.67 | 24.68 | 4.52 | 15.15 | 2.73 | 10.74 | 14.37 | 8.00 | 5.48 | 8.28 | 18.92 | 10.48 | 7.24 | 37.41 | 5.32 |
| Yield(%) | 0.00 | 1.55 | 1.84 | 1.25 | 3.70 | 4.32 | 3.63 | … | … | 0.14 | 1.73 | 2.10 | 1.70 | 1.64 | 1.01 | 1.22 | 10.21 | 6.36 | 2.40 | 3.62 | 2.65 | 12.55 | 10.36 | 2.82 | 2.57 | 4.14 | 5.18 | 3.54 | 3.07 |
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 |
|---|---|---|---|---|
| LCFRX (LORD ABBETT CONVERTIBLE FUND CLASS R3) |
-14.67%
Nov 2020 – Nov 2023 |
-2.04%
Nov 2020 – Nov 2025 |
3.46%
Oct 2013 – Oct 2023 |
4.36%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFRX (LORD ABBETT CONVERTIBLE FUND CLASS R3) |
22.23%
Nov 2017 – Nov 2020 |
20.36%
Feb 2016 – Feb 2021 |
12.12%
Sep 2011 – Sep 2021 |
7.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart