Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRBX (LORD ABBETT TOTAL RETURN FUND CLASS B) | NA | -0.91% | 0.56% | 0.75% | 3.49% | 3.43% | NA | … | … |
Data as of 05/09/2018, Common starting date is 12/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRBX (LORD ABBETT TOTAL RETURN FUND CLASS B) | 12/20/2000 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.91 | 0.56 | 0.75 | 3.49 | 3.43 | NA | … | … | -2.71 | 3.02 | 3.23 | -1.51 | 5.31 | -2.17 | 6.87 | 6.31 | 6.56 | 14.88 | -1.87 | 5.05 | 3.49 | 1.65 | 3.53 | 4.42 | 8.17 | 9.34 | 0.19 |
| Sharpe Ratio | NA | -0.74 | -0.01 | 0.17 | 0.83 | NA | NA | … | … | -3.39 | 0.94 | 1.04 | -0.49 | 2.08 | -0.71 | 2.87 | 1.68 | 1.86 | 2.95 | -0.34 | 0.57 | 0.06 | -0.17 | 0.68 | 0.90 | 1.80 | 1.47 | 1.30 |
| Standard Deviation(%) | NA | 2.39 | 2.85 | 2.91 | 3.95 | NA | NA | … | … | 2.53 | 2.56 | 2.91 | 3.16 | 2.55 | 3.11 | 2.39 | 3.73 | 3.49 | 5.01 | 8.14 | 3.56 | 3.10 | 2.99 | 3.80 | 4.13 | 3.93 | 4.84 | 3.39 |
| Draw Down(%) | NA | 3.33 | 3.99 | 5.21 | 13.08 | NA | NA | … | … | 2.71 | 1.39 | 3.99 | 3.49 | 1.24 | 5.56 | 1.12 | 1.94 | 3.33 | 2.22 | 13.08 | 2.58 | 2.37 | 2.65 | 4.51 | 4.99 | 2.30 | 4.04 | 0.40 |
| Yield(%) | 0.00 | 1.89 | 2.09 | 2.19 | 3.94 | 3.79 | 3.80 | … | … | 0.68 | 1.83 | 2.35 | 2.22 | 2.84 | 2.23 | 4.90 | 7.33 | 7.13 | 5.15 | 4.18 | 3.86 | 3.68 | 3.34 | 3.48 | 4.68 | 4.94 | 6.24 | 6.75 |
Data as of 05/09/2018, 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 |
|---|---|---|---|---|
| LTRBX (LORD ABBETT TOTAL RETURN FUND CLASS B) |
0.27%
Apr 2015 – Apr 2018 |
0.71%
Apr 2013 – Apr 2018 |
3.49%
Apr 2008 – Apr 2018 |
3.47%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRBX (LORD ABBETT TOTAL RETURN FUND CLASS B) |
10.72%
Oct 2008 – Oct 2011 |
7.58%
Oct 2008 – Oct 2013 |
5.39%
May 2001 – May 2011 |
4.65%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart