Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRYX (LORD ABBETT TOTAL RETURN FUND CLASS I) | -0.09% | 4.84% | 4.78% | 0.23% | 1.68% | 2.47% | 3.65% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRYX (LORD ABBETT TOTAL RETURN FUND CLASS I) | 12/22/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.84 | 4.78 | 0.23 | 1.68 | 2.47 | 3.65 | … | … | -0.09 | 7.54 | 2.96 | 6.46 | -14.04 | -1.20 | 5.41 | 8.56 | -0.60 | 3.96 | 4.28 | -0.43 | 6.34 | -1.18 | 7.94 | 7.42 | 7.55 | 16.11 | -0.98 | 6.06 | 2.20 | -1.70 | 3.95 | 3.94 | 9.19 | 8.46 | 13.01 | 0.18 |
| Sharpe Ratio | NA | 0.84 | 0.38 | -0.39 | 0.03 | NA | NA | … | … | -0.49 | 1.03 | -0.13 | 0.41 | -2.24 | -0.41 | 0.90 | 2.16 | -0.71 | 1.26 | 1.36 | -0.14 | 2.57 | -0.39 | 3.15 | 1.94 | 2.03 | 3.14 | -0.23 | 0.79 | -0.40 | -1.41 | 0.78 | 0.74 | 1.98 | 1.21 | 2.46 | 2.07 |
| Standard Deviation(%) | NA | 4.00 | 5.23 | 5.60 | 4.73 | NA | NA | … | … | 4.39 | 4.52 | 5.21 | 6.86 | 6.94 | 2.96 | 5.69 | 3.28 | 2.78 | 2.63 | 2.99 | 3.25 | 2.46 | 3.15 | 2.53 | 3.81 | 3.66 | 5.09 | 8.28 | 3.68 | 3.09 | 2.82 | 3.82 | 4.36 | 4.05 | 5.04 | 3.57 | 1.78 |
| Draw Down(%) | NA | 3.13 | 5.57 | 19.09 | 19.95 | NA | NA | … | … | 3.13 | 3.06 | 3.58 | 6.61 | 17.70 | 2.91 | 9.42 | 1.88 | 2.81 | 1.35 | 3.72 | 2.84 | 1.12 | 5.22 | 1.12 | 1.77 | 3.24 | 2.21 | 12.84 | 2.40 | 3.92 | 3.93 | 4.34 | 4.73 | 2.29 | 4.41 | 2.46 | 0.11 |
| Yield(%) | 0.00 | 4.56 | 4.80 | 3.46 | 3.20 | 3.61 | 4.36 | … | … | 1.60 | 5.05 | 4.93 | 4.73 | 2.88 | 1.49 | 2.76 | 3.25 | 3.42 | 2.85 | 3.40 | 3.19 | 3.85 | 3.19 | 5.93 | 8.38 | 8.09 | 6.22 | 5.13 | 4.82 | 2.35 | 0.00 | 3.98 | 4.21 | 5.51 | 5.32 | 7.69 | 6.51 |
Data as of 06/04/2026, Common starting date is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRYX (LORD ABBETT TOTAL RETURN FUND CLASS I) |
-5.75%
Oct 2020 – Oct 2023 |
-1.21%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
2.49%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRYX (LORD ABBETT TOTAL RETURN FUND CLASS I) |
11.84%
Oct 2008 – Oct 2011 |
8.66%
Oct 2008 – Oct 2013 |
6.14%
Jan 2000 – Jan 2010 |
5.94%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart