Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOCFX (Lord Abbett Convertible Cl F3) | 16.76% | 33.64% | 19.43% | 6.29% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOCFX (Lord Abbett Convertible Cl F3) | 04/05/2017 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.89 | 33.64 | 19.43 | 6.29 | NA | NA | NA | … | … | 16.76 | 22.43 | 13.99 | 7.31 | -23.11 | 1.40 | 64.46 | 25.72 | -7.01 | 11.14 |
| Sharpe Ratio | NA | 2.13 | 1.34 | 0.30 | NA | NA | NA | … | … | 2.24 | 1.52 | 1.20 | 0.40 | -1.45 | 0.09 | 1.05 | 2.46 | -0.66 | 2.16 |
| Standard Deviation(%) | NA | 15.28 | 12.19 | 13.08 | NA | NA | NA | … | … | 18.74 | 12.89 | 8.62 | 9.27 | 16.99 | 16.05 | 60.64 | 9.86 | 12.84 | 6.76 |
| Draw Down(%) | NA | 6.78 | 12.09 | 30.59 | NA | NA | NA | … | … | 6.78 | 12.09 | 4.53 | 9.70 | 24.24 | 14.81 | 41.48 | 4.54 | 17.66 | 2.70 |
| Yield(%) | 0.00 | 2.04 | 2.37 | 4.44 | 7.78 | 5.19 | 3.89 | … | … | 0.26 | 2.24 | 2.58 | 2.18 | 2.04 | 15.76 | 22.61 | 11.28 | 3.88 | 2.25 |
Data as of 06/09/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCFX (Lord Abbett Convertible Cl F3) |
-7.20%
Feb 2021 – Feb 2024 |
3.15%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOCFX (Lord Abbett Convertible Cl F3) |
27.99%
Dec 2018 – Dec 2021 |
11.58%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart