Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFVX (LORD ABBETT CONVERTIBLE FUND CLASS R6) | 21.78% | 40.67% | 21.18% | 7.26% | 13.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFVX (LORD ABBETT CONVERTIBLE FUND CLASS R6) | 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 (%) | 0.43 | 40.67 | 21.18 | 7.26 | 13.44 | NA | NA | … | … | 21.78 | 22.35 | 13.98 | 7.39 | -23.16 | 1.40 | 64.41 | 25.00 | -6.30 | 16.87 | 12.73 | -9.79 |
| Sharpe Ratio | NA | 2.70 | 1.54 | 0.35 | 0.87 | NA | NA | … | … | 3.19 | 1.52 | 1.19 | 0.41 | -1.45 | 0.09 | 2.87 | 2.35 | -0.60 | 2.42 | 1.24 | -1.61 |
| Standard Deviation(%) | NA | 14.71 | 11.95 | 12.97 | 13.69 | NA | NA | … | … | 17.98 | 12.84 | 8.69 | 9.29 | 17.04 | 16.02 | 22.24 | 10.00 | 12.85 | 6.72 | 10.12 | 11.53 |
| Draw Down(%) | NA | 6.78 | 12.08 | 30.64 | 33.29 | NA | NA | … | … | 6.78 | 12.08 | 4.60 | 9.77 | 24.29 | 14.81 | 24.64 | 4.54 | 17.70 | 2.70 | 10.75 | 11.64 |
| Yield(%) | 0.00 | 2.06 | 2.37 | 4.46 | 9.09 | 5.60 | 4.20 | … | … | 0.26 | 2.24 | 2.58 | 2.18 | 2.04 | 15.75 | 22.61 | 10.65 | 3.84 | 2.88 | 4.10 | 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 |
|---|---|---|---|---|
| LCFVX (LORD ABBETT CONVERTIBLE FUND CLASS R6) |
-7.19%
Feb 2021 – Feb 2024 |
3.13%
Dec 2020 – Dec 2025 |
10.30%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFVX (LORD ABBETT CONVERTIBLE FUND CLASS R6) |
27.73%
Dec 2018 – Dec 2021 |
23.70%
Feb 2016 – Feb 2021 |
13.48%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart