Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBCQX (LORD ABBETT CONVERTIBLE FUND CLASS R2) | 15.04% | 31.30% | 17.94% | 1.98% | 9.22% | 7.58% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBCQX (LORD ABBETT CONVERTIBLE FUND CLASS R2) | 10/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | 31.30 | 17.94 | 1.98 | 9.22 | 7.58 | NA | … | … | 15.04 | 21.50 | 13.26 | 6.58 | -23.65 | -13.77 | 42.36 | 24.25 | -3.98 | 16.20 | 11.94 | -8.48 | 5.63 | 25.39 | 11.75 | -9.37 | 14.41 | 35.59 | -31.38 | -0.67 |
| Sharpe Ratio | NA | 2.06 | 1.27 | 0.00 | 0.51 | NA | NA | … | … | 2.19 | 1.45 | 1.12 | 0.32 | -1.48 | -0.66 | 1.60 | 2.28 | -0.43 | 2.32 | 1.16 | -0.84 | 0.55 | 2.89 | 1.40 | -0.70 | 1.24 | 3.54 | -2.09 | -0.46 |
| Standard Deviation(%) | NA | 15.33 | 12.21 | 14.46 | 15.01 | NA | NA | … | … | 18.79 | 12.92 | 8.62 | 9.30 | 17.02 | 21.06 | 26.13 | 9.99 | 12.46 | 6.74 | 10.15 | 10.09 | 10.20 | 8.76 | 8.45 | 13.49 | 11.59 | 10.03 | 15.46 | 11.17 |
| Draw Down(%) | NA | 6.86 | 12.17 | 41.41 | 45.07 | NA | NA | … | … | 6.86 | 12.17 | 4.63 | 9.81 | 24.71 | 25.41 | 24.68 | 4.58 | 15.18 | 2.76 | 10.84 | 14.43 | 8.05 | 5.50 | 8.28 | 18.92 | 10.48 | 7.31 | 37.20 | 5.25 |
| Yield(%) | 0.00 | 1.35 | 1.64 | 1.12 | 3.48 | 4.19 | 3.51 | … | … | 0.11 | 1.53 | 1.93 | 1.53 | 1.52 | 0.89 | 0.97 | 9.82 | 6.09 | 2.18 | 3.42 | 2.37 | 12.30 | 10.13 | 2.68 | 2.51 | 3.97 | 4.99 | 3.36 | 3.04 |
Data as of 06/10/2026, Common starting date is 10/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBCQX (LORD ABBETT CONVERTIBLE FUND CLASS R2) |
-14.53%
Nov 2020 – Nov 2023 |
-1.98%
Nov 2020 – Nov 2025 |
3.43%
Oct 2013 – Oct 2023 |
4.37%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBCQX (LORD ABBETT CONVERTIBLE FUND CLASS R2) |
22.11%
Nov 2017 – Nov 2020 |
20.31%
Feb 2016 – Feb 2021 |
12.04%
Sep 2011 – Sep 2021 |
7.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart