Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRFX (LORD ABBETT TOTAL RETURN FUND CLASS F) | -0.02% | 4.83% | 4.68% | 0.11% | 1.56% | 2.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRFX (LORD ABBETT TOTAL RETURN FUND CLASS F) | 10/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.83 | 4.68 | 0.11 | 1.56 | 2.36 | NA | … | … | -0.02 | 7.38 | 2.82 | 6.31 | -14.18 | -1.22 | 5.15 | 8.42 | -0.83 | 3.93 | 4.15 | -0.55 | 6.24 | -1.27 | 7.84 | 7.33 | 7.44 | 15.96 | -1.23 | 1.69 |
| Sharpe Ratio | NA | 0.79 | 0.35 | -0.42 | 0.00 | NA | NA | … | … | -0.52 | 1.00 | -0.16 | 0.39 | -2.24 | -0.42 | 0.86 | 2.15 | -0.83 | 1.27 | 1.33 | -0.18 | 2.52 | -0.41 | 3.13 | 1.93 | 1.98 | 3.14 | -0.25 | 1.00 |
| Standard Deviation(%) | NA | 4.04 | 5.19 | 5.61 | 4.71 | NA | NA | … | … | 4.43 | 4.52 | 5.17 | 6.82 | 7.00 | 2.99 | 5.66 | 3.23 | 2.66 | 2.60 | 2.96 | 3.22 | 2.47 | 3.18 | 2.51 | 3.78 | 3.72 | 5.05 | 8.61 | 4.75 |
| Draw Down(%) | NA | 3.14 | 5.63 | 19.24 | 20.17 | NA | NA | … | … | 3.14 | 3.07 | 3.62 | 6.72 | 17.82 | 2.92 | 9.35 | 1.89 | 2.95 | 1.26 | 3.76 | 2.92 | 1.12 | 5.26 | 1.12 | 1.87 | 3.26 | 2.31 | 13.72 | 1.33 |
| Yield(%) | 0.00 | 4.43 | 4.67 | 3.35 | 3.08 | 3.50 | 3.84 | … | … | 1.56 | 4.90 | 4.80 | 4.59 | 2.77 | 1.39 | 2.60 | 3.11 | 3.30 | 2.73 | 3.26 | 3.08 | 3.75 | 3.12 | 5.83 | 8.30 | 7.99 | 6.06 | 4.90 | 0.82 |
Data as of 06/04/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRFX (LORD ABBETT TOTAL RETURN FUND CLASS F) |
-5.89%
Oct 2020 – Oct 2023 |
-1.35%
Oct 2017 – Oct 2022 |
0.55%
Oct 2012 – Oct 2022 |
2.37%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRFX (LORD ABBETT TOTAL RETURN FUND CLASS F) |
11.68%
Oct 2008 – Oct 2011 |
8.53%
Oct 2008 – Oct 2013 |
5.28%
Oct 2008 – Oct 2018 |
3.49%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart