Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRCX (LORD ABBETT TOTAL RETURN FUND CLASS C) | -0.28% | 3.97% | 3.88% | -0.57% | 0.85% | 1.63% | 2.78% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRCX (LORD ABBETT TOTAL RETURN FUND CLASS C) | 12/20/2000 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.97 | 3.88 | -0.57 | 0.85 | 1.63 | 2.78 | … | … | -0.28 | 6.57 | 1.94 | 5.57 | -14.75 | -1.69 | 4.50 | 7.66 | -1.54 | 3.16 | 3.39 | -1.29 | 5.48 | -2.05 | 7.04 | 6.53 | 6.58 | 14.96 | -1.96 | 5.11 | 3.44 | 1.63 | 3.62 | 4.59 | 8.26 | 9.30 | 0.09 |
| Sharpe Ratio | NA | 0.62 | 0.21 | -0.54 | -0.15 | NA | NA | … | … | -0.62 | 0.83 | -0.33 | 0.28 | -2.31 | -0.59 | 0.76 | 1.99 | -1.12 | 0.98 | 1.08 | -0.42 | 2.22 | -0.67 | 2.89 | 1.80 | 1.81 | 2.94 | -0.35 | 0.56 | 0.01 | -0.21 | 0.70 | 0.93 | 1.77 | 1.41 | -0.20 |
| Standard Deviation(%) | NA | 3.89 | 5.15 | 5.57 | 4.67 | NA | NA | … | … | 4.21 | 4.46 | 5.12 | 6.82 | 7.02 | 2.92 | 5.60 | 3.11 | 2.63 | 2.55 | 2.94 | 3.15 | 2.46 | 3.10 | 2.44 | 3.62 | 3.58 | 5.06 | 8.23 | 3.50 | 3.11 | 3.02 | 3.78 | 4.16 | 4.02 | 4.94 | 3.20 |
| Draw Down(%) | NA | 3.16 | 5.79 | 19.74 | 20.92 | NA | NA | … | … | 3.16 | 3.07 | 3.92 | 7.16 | 18.22 | 2.99 | 9.36 | 1.89 | 3.20 | 1.36 | 3.94 | 3.41 | 1.30 | 5.52 | 1.12 | 1.83 | 3.32 | 2.22 | 13.08 | 2.49 | 2.37 | 2.66 | 4.42 | 4.99 | 2.21 | 4.14 | 0.40 |
| Yield(%) | 0.00 | 3.71 | 3.95 | 2.77 | 2.44 | 2.85 | 3.51 | … | … | 1.31 | 4.13 | 4.06 | 3.90 | 2.18 | 0.92 | 1.86 | 2.37 | 2.60 | 1.97 | 2.51 | 2.35 | 3.01 | 2.34 | 5.06 | 7.54 | 7.25 | 5.13 | 4.18 | 3.83 | 3.64 | 3.32 | 3.66 | 4.74 | 4.92 | 6.20 | 6.75 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LTRCX (LORD ABBETT TOTAL RETURN FUND CLASS C) |
-6.44%
Oct 2020 – Oct 2023 |
-2.00%
Oct 2017 – Oct 2022 |
-0.15%
Oct 2012 – Oct 2022 |
1.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRCX (LORD ABBETT TOTAL RETURN FUND CLASS C) |
10.85%
Oct 2008 – Oct 2011 |
7.72%
Oct 2008 – Oct 2013 |
5.44%
Jul 2002 – Jul 2012 |
4.73%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart