Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) | 15.35% | 32.07% | 18.65% | 2.55% | 9.85% | 8.30% | 7.52% | … | … |
Data as of 06/10/2026, Common starting date is 07/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) | 07/11/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.98 | 32.07 | 18.65 | 2.55 | 9.85 | 8.30 | 7.52 | … | … | 15.35 | 22.28 | 13.90 | 7.25 | -23.24 | -13.47 | 43.02 | 24.95 | -3.32 | 16.79 | 12.73 | -7.95 | 7.84 | 26.14 | 12.36 | -8.76 | 15.11 | 35.94 | -31.42 | 9.42 | 9.49 | 4.16 | 7.71 | 10.31 |
| Sharpe Ratio | NA | 2.11 | 1.33 | 0.03 | 0.55 | NA | NA | … | … | 2.24 | 1.51 | 1.18 | 0.39 | -1.45 | -0.64 | 1.62 | 2.36 | -0.38 | 2.38 | 1.23 | -0.79 | 0.40 | 2.98 | 1.47 | -0.65 | 1.30 | 3.54 | -2.08 | 0.66 | 0.76 | 0.25 | 0.96 | 3.13 |
| Standard Deviation(%) | NA | 15.34 | 12.21 | 14.49 | 15.06 | NA | NA | … | … | 18.80 | 12.87 | 8.69 | 9.28 | 17.02 | 21.18 | 26.31 | 9.94 | 12.46 | 6.81 | 10.16 | 10.04 | 19.45 | 8.75 | 8.47 | 13.43 | 11.59 | 10.12 | 15.54 | 9.52 | 8.01 | 7.47 | 6.98 | 7.11 |
| Draw Down(%) | NA | 6.82 | 12.15 | 40.85 | 44.33 | NA | NA | … | … | 6.82 | 12.15 | 4.56 | 9.66 | 24.37 | 25.19 | 24.61 | 4.47 | 15.10 | 2.78 | 10.75 | 14.16 | 11.67 | 5.45 | 8.20 | 18.82 | 10.40 | 7.22 | 37.18 | 7.75 | 8.48 | 6.81 | 8.26 | 2.77 |
| Yield(%) | 0.00 | 2.06 | 2.37 | 1.60 | 4.32 | 4.91 | 4.89 | … | … | 0.26 | 2.25 | 2.60 | 2.18 | 2.04 | 1.46 | 1.74 | 10.66 | 6.77 | 2.88 | 4.10 | 3.10 | 12.96 | 10.81 | 3.31 | 3.04 | 4.61 | 5.61 | 3.87 | 5.22 | 5.92 | 2.54 | 2.92 | 1.32 |
Data as of 06/10/2026, Common starting date is 07/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) |
-14.12%
Nov 2020 – Nov 2023 |
-2.47%
Feb 2004 – Feb 2009 |
4.04%
Feb 2006 – Feb 2016 |
4.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFYX (Lord Abbett Convertible Fund Class) |
22.85%
Nov 2017 – Nov 2020 |
21.01%
Feb 2016 – Feb 2021 |
12.87%
Sep 2011 – Sep 2021 |
9.79%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart