Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRKX (LORD ABBETT TOTAL RETURN FUND CLASS R4) | -0.09% | 4.64% | 4.46% | 0.19% | 1.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRKX (LORD ABBETT TOTAL RETURN FUND CLASS R4) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.64 | 4.46 | 0.19 | 1.77 | NA | NA | … | … | -0.09 | 7.19 | 2.53 | 6.27 | -14.11 | -0.05 | 7.21 | 8.28 | -0.96 | 3.77 | 3.50 | -0.89 |
| Sharpe Ratio | NA | 0.74 | 0.32 | -0.40 | 0.04 | NA | NA | … | … | -0.56 | 0.96 | -0.21 | 0.39 | -2.23 | -0.03 | 1.33 | 2.12 | -0.88 | 1.20 | 1.12 | -0.58 |
| Standard Deviation(%) | NA | 4.05 | 5.17 | 5.58 | 4.65 | NA | NA | … | … | 4.39 | 4.53 | 5.12 | 6.76 | 7.00 | 2.97 | 5.21 | 3.21 | 2.69 | 2.60 | 2.93 | 3.15 |
| Draw Down(%) | NA | 3.14 | 5.66 | 18.57 | 18.57 | NA | NA | … | … | 3.14 | 2.95 | 3.66 | 6.81 | 17.72 | 2.78 | 9.35 | 1.89 | 3.00 | 1.35 | 3.80 | 1.99 |
| Yield(%) | 0.00 | 4.24 | 4.50 | 3.44 | 3.31 | 2.35 | 1.76 | … | … | 1.49 | 4.72 | 4.63 | 4.45 | 2.84 | 2.54 | 4.62 | 2.97 | 3.17 | 2.57 | 2.63 | 1.14 |
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRKX (LORD ABBETT TOTAL RETURN FUND CLASS R4) |
-4.84%
Oct 2020 – Oct 2023 |
-0.79%
Oct 2017 – Oct 2022 |
1.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRKX (LORD ABBETT TOTAL RETURN FUND CLASS R4) |
6.19%
Oct 2022 – Oct 2025 |
4.31%
Dec 2015 – Dec 2020 |
2.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart