Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFTX (LORD ABBETT CONVERTIBLE FUND CLASS R5) | 21.70% | 40.54% | 21.08% | 7.17% | 13.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFTX (LORD ABBETT CONVERTIBLE FUND CLASS R5) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 40.54 | 21.08 | 7.17 | 13.36 | NA | NA | … | … | 21.70 | 22.28 | 13.91 | 7.25 | -23.19 | 1.34 | 64.28 | 25.04 | -6.40 | 16.88 | 12.64 | -9.78 |
| Sharpe Ratio | NA | 2.70 | 1.53 | 0.34 | 0.86 | NA | NA | … | … | 3.19 | 1.52 | 1.19 | 0.39 | -1.45 | 0.08 | 2.87 | 2.37 | -0.61 | 2.43 | 1.23 | -1.61 |
| Standard Deviation(%) | NA | 14.67 | 11.93 | 12.96 | 13.68 | NA | NA | … | … | 17.94 | 12.84 | 8.63 | 9.25 | 17.05 | 16.03 | 22.21 | 9.95 | 12.82 | 6.70 | 10.12 | 11.54 |
| Draw Down(%) | NA | 6.77 | 12.10 | 30.75 | 33.44 | NA | NA | … | … | 6.77 | 12.10 | 4.56 | 9.74 | 24.32 | 14.80 | 24.67 | 4.55 | 17.67 | 2.71 | 10.75 | 11.64 |
| Yield(%) | 0.00 | 2.08 | 2.38 | 4.47 | 9.08 | 5.59 | 4.20 | … | … | 0.26 | 2.25 | 2.60 | 2.18 | 2.04 | 15.77 | 22.64 | 10.67 | 3.82 | 2.88 | 4.11 | 2.36 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFTX (LORD ABBETT CONVERTIBLE FUND CLASS R5) |
-7.29%
Feb 2021 – Feb 2024 |
3.06%
Dec 2020 – Dec 2025 |
10.24%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFTX (LORD ABBETT CONVERTIBLE FUND CLASS R5) |
27.69%
Dec 2018 – Dec 2021 |
23.64%
Feb 2016 – Feb 2021 |
13.41%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart