Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTRHX (LORD ABBETT TOTAL RETURN FUND CLASS R6) | 3.24% | 3.12% | 2.26% | -0.11% | 1.94% | NA | NA | 2.00% |
Data as of 08/01/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRHX (LORD ABBETT TOTAL RETURN FUND CLASS R6) | 07/01/2015 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 3.12 | 2.26 | -0.11 | 1.94 | NA | NA | 2.00 | 3.24 | 3.00 | 6.52 | -13.80 | 0.29 | 7.57 | 8.64 | -0.50 | 4.06 | 3.83 | -0.87 |
| Sharpe Ratio | NA | -0.01 | -0.18 | -0.40 | 0.11 | NA | NA | 0.12 | 0.50 | -0.12 | 0.42 | -2.20 | 0.09 | 1.38 | 2.19 | -0.68 | 1.29 | 1.22 | -0.56 |
| Standard Deviation(%) | NA | 5.02 | 6.14 | 5.47 | 4.62 | NA | NA | 4.61 | 5.22 | 5.20 | 6.82 | 6.93 | 3.02 | 5.27 | 3.28 | 2.80 | 2.64 | 2.96 | 3.15 |
| Draw Down(%) | NA | 4.07 | 9.63 | 18.21 | 18.21 | NA | NA | 18.21 | 3.06 | 3.58 | 6.58 | 17.48 | 2.72 | 9.43 | 1.89 | 2.78 | 1.26 | 3.70 | 2.00 |
| Yield(%) | 0.00 | 3.72 | 4.12 | 3.62 | 3.43 | 2.30 | 1.73 | 3.45 | 1.71 | 4.97 | 4.78 | 3.15 | 2.88 | 4.96 | 3.32 | 3.52 | 2.95 | 2.96 | 1.25 |
Data as of 08/01/2025, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRHX (LORD ABBETT TOTAL RETURN FUND CLASS R6) |
-4.54%
Oct 2020 - Oct 2023 |
-0.42%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRHX (LORD ABBETT TOTAL RETURN FUND CLASS R6) |
5.99%
Jul 2018 - Jul 2021 |
4.67%
Dec 2015 - Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart