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LCFYX: Lord Abbett Convertible Fund Class (MUTUAL FUND)
Basic Info 19.87 0.15(0.75%) June 09
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 07/11/2003 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 2.07% |
| Expenses | 0.87% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/11/2003 |
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(%) | -5.0 | 16.7 | 33.4 | 19.2 | 3.0 | 10.0 | 8.3 | 7.5 | 7.6 | 22.3 | 13.9 | 7.2 | -23.2 | -13.5 | 43.0 | 25.0 | -3.3 | 16.8 | 12.7 | -7.9 | 7.8 | 26.1 | 12.4 | -8.8 | 15.1 | 35.9 | -31.4 | 9.4 | 9.5 | 4.2 | 7.7 | 10.3 |
| Sharpe Ratio | NA | 2.24 | 2.11 | 1.33 | 0.03 | 0.55 | NA | NA | 0.49 | 1.51 | 1.18 | 0.39 | -1.45 | -0.64 | 1.62 | 2.36 | -0.38 | 2.38 | 1.23 | -0.79 | 0.4 | 2.98 | 1.47 | -0.65 | 1.3 | 3.54 | -2.08 | 0.66 | 0.76 | 0.25 | 0.96 | 3.13 |
| Draw Down(%) | NA | 6.8 | 6.8 | 12.2 | 40.9 | 44.3 | NA | NA | 44.3 | 12.2 | 4.6 | 9.7 | 24.4 | 25.2 | 24.6 | 4.5 | 15.1 | 2.8 | 10.7 | 14.2 | 11.7 | 5.5 | 8.2 | 18.8 | 10.4 | 7.2 | 37.2 | 7.8 | 8.5 | 6.8 | 8.3 | 2.8 |
| Standard Deviation(%) | NA | 18.8 | 15.3 | 12.2 | 14.5 | 15.1 | NA | NA | 13.0 | 12.9 | 8.7 | 9.3 | 17.0 | 21.2 | 26.3 | 9.9 | 12.5 | 6.8 | 10.2 | 10.0 | 19.5 | 8.7 | 8.5 | 13.4 | 11.6 | 10.1 | 15.5 | 9.5 | 8.0 | 7.5 | 7.0 | 7.1 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | NA | NA | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.09 | -0.03 | 0.12 | 0.09 | -0.06 | 0.06 | 0.2 | 0.12 | -0.09 | 0.16 | 0.47 | -0.44 | 0.06 | 0.07 | 0.02 | 0.07 | 0.25 |
| Alpha | NA | NA | NA | NA | NA | 0.04 | NA | NA | 0.01 | NA | NA | NA | NA | NA | NA | 0.07 | 0.01 | 0.02 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.05 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | NA | NA | NA | NA | 1.53 | NA | NA | 0.96 | NA | NA | NA | NA | NA | NA | 2.59 | 1.65 | 1.41 | 1.32 | 1.34 | 1.24 | 1.29 | 1.08 | 1.01 | 0.93 | 0.76 | 0.74 | 1.02 | 0.85 | 0.92 | 0.93 | 0.88 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.11 | NA | NA | 0.34 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.14 | 0.88 | 0.85 | 0.9 | 0.86 | 0.19 | 0.87 | 0.9 | 0.95 | 0.94 | 0.91 | 0.88 | 0.9 | 0.62 | 0.76 | 0.84 | 0.81 |
| Yield(%) | N/A | 0.3 | 2.1 | 2.4 | 1.6 | 4.3 | 4.9 | 4.8 | N/A | 2.3 | 2.6 | 2.2 | 2.0 | 1.5 | 1.7 | 10.7 | 6.8 | 2.9 | 4.1 | 3.1 | 13.0 | 10.8 | 3.3 | 3.0 | 4.6 | 5.6 | 3.9 | 5.2 | 5.9 | 2.5 | 2.9 | 1.3 |
| Dividend Growth(%) | N/A | -85.7 | -6.9 | 0.2 | -50.6 | -30.7 | N/A | N/A | N/A | -2.1 | 24.2 | -20.7 | 20.2 | 15.9 | -81.1 | 39.7 | 168.9 | -22.4 | 16.1 | -77.5 | 35.2 | 257.3 | -3.6 | -27.9 | 6.9 | -4.1 | -23.1 | -9.6 | 141.3 | -9.7 | 139.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/11/2003
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