Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRRX (LORD ABBETT TOTAL RETURN FUND CLASS R3) | -0.63% | 4.07% | 4.10% | -0.29% | 1.15% | 1.94% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRRX (LORD ABBETT TOTAL RETURN FUND CLASS R3) | 10/03/2007 | 06/05/2026 |
| 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 (%) | -0.57 | 4.07 | 4.10 | -0.29 | 1.15 | 1.94 | NA | … | … | -0.63 | 6.95 | 2.41 | 5.88 | -14.31 | -1.47 | 4.72 | 8.10 | -1.22 | 3.42 | 3.72 | -0.94 | 5.80 | -1.69 | 7.41 | 6.90 | 7.08 | 15.55 | -1.46 | 1.62 |
| Sharpe Ratio | NA | 0.36 | 0.16 | -0.51 | -0.11 | NA | NA | … | … | -0.91 | 0.90 | -0.24 | 0.33 | -2.28 | -0.50 | 0.79 | 2.05 | -0.98 | 1.07 | 1.21 | -0.30 | 2.33 | -0.55 | 3.01 | 1.82 | 1.92 | 3.09 | -0.29 | 0.96 |
| Standard Deviation(%) | NA | 3.96 | 5.15 | 5.57 | 4.69 | NA | NA | … | … | 4.37 | 4.54 | 5.14 | 6.75 | 6.94 | 2.96 | 5.68 | 3.24 | 2.66 | 2.58 | 2.90 | 3.23 | 2.48 | 3.12 | 2.46 | 3.78 | 3.64 | 5.00 | 8.24 | 4.64 |
| Draw Down(%) | NA | 3.14 | 5.72 | 19.38 | 20.44 | NA | NA | … | … | 3.14 | 3.07 | 3.72 | 6.97 | 17.86 | 2.87 | 9.44 | 1.89 | 2.99 | 1.26 | 3.86 | 3.18 | 1.22 | 5.40 | 1.12 | 1.90 | 3.28 | 2.31 | 12.95 | 1.33 |
| Yield(%) | 0.00 | 4.05 | 4.27 | 3.07 | 2.75 | 3.15 | 3.51 | … | … | 1.42 | 4.49 | 4.40 | 4.19 | 2.63 | 1.15 | 2.20 | 2.69 | 2.91 | 2.32 | 2.84 | 2.69 | 3.33 | 2.70 | 5.41 | 7.90 | 7.63 | 5.68 | 4.67 | 0.75 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LTRRX (LORD ABBETT TOTAL RETURN FUND CLASS R3) |
-6.14%
Oct 2020 – Oct 2023 |
-1.67%
Oct 2017 – Oct 2022 |
0.19%
Oct 2012 – Oct 2022 |
1.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRRX (LORD ABBETT TOTAL RETURN FUND CLASS R3) |
11.28%
Oct 2008 – Oct 2011 |
8.12%
Oct 2008 – Oct 2013 |
4.86%
Oct 2008 – Oct 2018 |
3.11%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart