Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFSX (LORD ABBETT CONVERTIBLE FUND CLASS R4) | 16.60% | 33.17% | 19.03% | 5.94% | 12.88% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFSX (LORD ABBETT CONVERTIBLE FUND CLASS R4) | 07/01/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.93 | 33.17 | 19.03 | 5.94 | 12.88 | NA | NA | … | … | 16.60 | 21.96 | 13.67 | 6.97 | -23.41 | 1.14 | 63.95 | 24.62 | -3.58 | 16.61 | 12.35 | -9.93 |
| Sharpe Ratio | NA | 2.09 | 1.31 | 0.27 | 0.83 | NA | NA | … | … | 2.22 | 1.49 | 1.15 | 0.36 | -1.47 | 0.07 | 2.85 | 2.32 | -0.40 | 2.37 | 1.20 | -1.63 |
| Standard Deviation(%) | NA | 15.30 | 12.19 | 13.08 | 13.71 | NA | NA | … | … | 18.76 | 12.85 | 8.70 | 9.27 | 16.99 | 16.00 | 22.25 | 9.97 | 12.51 | 6.77 | 10.13 | 11.53 |
| Draw Down(%) | NA | 6.78 | 12.14 | 31.04 | 33.85 | NA | NA | … | … | 6.78 | 12.14 | 4.60 | 9.73 | 24.51 | 14.87 | 24.70 | 4.57 | 15.11 | 2.80 | 10.80 | 11.69 |
| Yield(%) | 0.00 | 1.74 | 2.09 | 4.28 | 9.10 | 5.63 | 4.22 | … | … | 0.20 | 1.92 | 2.35 | 1.95 | 1.84 | 15.67 | 22.50 | 10.45 | 6.57 | 2.63 | 3.89 | 2.26 |
Data as of 06/09/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFSX (LORD ABBETT CONVERTIBLE FUND CLASS R4) |
-7.50%
Feb 2021 – Feb 2024 |
2.81%
Dec 2020 – Dec 2025 |
10.31%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFSX (LORD ABBETT CONVERTIBLE FUND CLASS R4) |
27.63%
Feb 2018 – Feb 2021 |
24.10%
Feb 2016 – Feb 2021 |
13.49%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart