Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) | 6.72% | 4.85% | 12.27% | 7.12% | 2.30% | 5.34% | 7.20% | 6.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) | 07/11/2003 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 07/11/2003.
AR inception is since 07/11/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 12.27 | 7.12 | 2.30 | 5.34 | 7.20 | 6.36 | 6.72 | 4.85 | 12.84 | 7.25 | -23.24 | -13.47 | 43.02 | 24.95 | -3.32 | 16.79 | 12.73 | -7.95 | 7.84 | 26.14 | 12.36 | -8.76 | 15.11 | 35.94 | -31.42 | 9.42 | 9.49 | 4.16 | 7.71 | 10.31 |
| Sharpe Ratio | NA | 0.57 | 0.23 | -0.01 | 0.25 | NA | NA | 0.40 | 0.71 | 0.71 | 0.33 | -1.45 | -0.64 | 1.62 | 2.37 | -0.37 | 2.38 | 1.23 | -0.79 | 0.40 | 2.98 | 1.47 | -0.65 | 1.30 | 3.54 | -2.08 | 0.68 | 0.78 | 0.27 | 0.97 | 3.13 |
| Standard Deviation(%) | NA | 11.39 | 11.33 | 16.57 | 14.68 | NA | NA | 12.94 | 14.52 | 8.83 | 9.28 | 17.02 | 21.18 | 26.31 | 9.94 | 12.46 | 6.81 | 10.16 | 10.04 | 19.45 | 8.75 | 8.47 | 13.43 | 11.59 | 10.12 | 15.54 | 9.52 | 8.01 | 7.47 | 6.98 | 7.11 |
| Draw Down(%) | NA | 12.49 | 13.90 | 44.33 | 44.33 | NA | NA | 44.33 | 12.49 | 5.32 | 9.66 | 24.37 | 25.19 | 24.61 | 4.47 | 15.10 | 2.78 | 10.75 | 14.16 | 11.67 | 5.45 | 8.20 | 18.82 | 10.40 | 7.22 | 37.18 | 7.75 | 8.48 | 6.81 | 8.26 | 2.77 |
| Yield(%) | 0.00 | 1.07 | 1.93 | 1.75 | 3.64 | 5.47 | 5.12 | 5.55 | 0.00 | 1.52 | 2.18 | 2.04 | 1.46 | 1.74 | 10.66 | 6.77 | 2.88 | 4.10 | 3.10 | 12.96 | 10.81 | 3.31 | 3.04 | 4.61 | 5.61 | 3.87 | 5.22 | 5.92 | 2.54 | 2.92 | 1.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) |
-14.12%
Nov 2020 - Nov 2023 |
-2.47%
Feb 2004 - Feb 2009 |
4.04%
Feb 2006 - Feb 2016 |
4.92%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) |
22.85%
Nov 2017 - Nov 2020 |
21.01%
Feb 2016 - Feb 2021 |
12.87%
Sep 2011 - Sep 2021 |
9.79%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart