Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRAX (LORD ABBETT TOTAL RETURN FUND CLASS A) | -0.53% | 4.35% | 4.36% | -0.06% | 1.41% | 2.22% | 3.39% | … | … |
Data as of 06/05/2026, Common starting date is 12/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRAX (LORD ABBETT TOTAL RETURN FUND CLASS A) | 12/20/2000 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 4.35 | 4.36 | -0.06 | 1.41 | 2.22 | 3.39 | … | … | -0.53 | 7.26 | 2.59 | 6.32 | -14.27 | -1.38 | 5.14 | 8.32 | -0.92 | 3.83 | 4.06 | -0.63 | 6.13 | -1.38 | 7.73 | 7.21 | 7.22 | 15.67 | -1.23 | 5.67 | 4.13 | 2.30 | 4.12 | 5.01 | 8.73 | 9.44 | 0.19 |
| Sharpe Ratio | NA | 0.76 | 0.33 | -0.43 | -0.02 | NA | NA | … | … | -0.54 | 0.96 | -0.20 | 0.39 | -2.25 | -0.48 | 0.86 | 2.11 | -0.87 | 1.20 | 1.30 | -0.21 | 2.41 | -0.45 | 3.08 | 1.94 | 1.95 | 3.04 | -0.27 | 0.70 | 0.23 | 0.01 | 0.82 | 1.03 | 1.86 | 1.44 | 1.12 |
| Standard Deviation(%) | NA | 4.07 | 5.20 | 5.60 | 4.71 | NA | NA | … | … | 4.41 | 4.58 | 5.11 | 6.83 | 7.00 | 2.91 | 5.65 | 3.25 | 2.65 | 2.66 | 2.96 | 3.22 | 2.54 | 3.18 | 2.51 | 3.69 | 3.66 | 5.13 | 8.21 | 3.60 | 3.17 | 3.07 | 3.82 | 4.16 | 4.07 | 4.92 | 3.40 |
| Draw Down(%) | NA | 3.14 | 5.75 | 19.23 | 20.20 | NA | NA | … | … | 3.14 | 3.07 | 3.65 | 6.78 | 17.78 | 2.93 | 9.35 | 1.89 | 2.98 | 1.35 | 3.78 | 2.98 | 1.22 | 5.30 | 1.12 | 1.79 | 3.26 | 2.21 | 12.91 | 2.44 | 2.15 | 2.58 | 4.40 | 4.90 | 2.30 | 4.13 | 0.40 |
| Yield(%) | 0.00 | 4.32 | 4.56 | 3.26 | 2.99 | 3.41 | 4.13 | … | … | 1.52 | 4.78 | 4.69 | 4.48 | 2.68 | 1.32 | 2.50 | 3.01 | 3.20 | 2.63 | 3.17 | 3.00 | 3.65 | 3.00 | 5.73 | 8.19 | 7.87 | 5.80 | 4.80 | 4.45 | 4.29 | 3.97 | 4.06 | 5.25 | 5.27 | 6.33 | 6.76 |
Data as of 06/05/2026, Common starting date is 12/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRAX (LORD ABBETT TOTAL RETURN FUND CLASS A) |
-5.94%
Oct 2020 – Oct 2023 |
-1.44%
Oct 2017 – Oct 2022 |
0.46%
Oct 2012 – Oct 2022 |
2.26%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRAX (LORD ABBETT TOTAL RETURN FUND CLASS A) |
11.53%
Oct 2008 – Oct 2011 |
8.40%
Oct 2008 – Oct 2013 |
6.08%
Jul 2002 – Jul 2012 |
5.36%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart