Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRQX (LORD ABBETT TOTAL RETURN FUND CLASS R2) | -0.78% | 4.20% | 3.95% | -0.58% | 0.97% | 1.82% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRQX (LORD ABBETT TOTAL RETURN FUND CLASS R2) | 10/03/2007 | 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 (%) | -0.35 | 4.20 | 3.95 | -0.58 | 0.97 | 1.82 | NA | … | … | -0.78 | 6.83 | 2.29 | 5.76 | -14.59 | -1.55 | 4.63 | 8.00 | -1.31 | 3.30 | 3.63 | -1.00 | 5.70 | -1.80 | 7.30 | 6.78 | 6.98 | 15.44 | -1.54 | 1.60 |
| Sharpe Ratio | NA | 0.34 | 0.13 | -0.54 | -0.14 | NA | NA | … | … | -1.02 | 0.89 | -0.26 | 0.31 | -2.32 | -0.53 | 0.77 | 2.02 | -1.04 | 1.04 | 1.17 | -0.32 | 2.37 | -0.58 | 2.99 | 1.79 | 1.87 | 3.06 | -0.31 | 0.94 |
| Standard Deviation(%) | NA | 3.90 | 5.15 | 5.57 | 4.68 | NA | NA | … | … | 4.24 | 4.48 | 5.19 | 6.77 | 6.94 | 2.98 | 5.65 | 3.23 | 2.60 | 2.56 | 2.93 | 3.25 | 2.39 | 3.17 | 2.44 | 3.77 | 3.69 | 5.01 | 8.16 | 4.63 |
| Draw Down(%) | NA | 3.14 | 5.74 | 19.65 | 20.75 | NA | NA | … | … | 3.14 | 3.07 | 3.75 | 7.04 | 18.10 | 2.87 | 9.44 | 1.89 | 3.01 | 1.27 | 3.88 | 3.23 | 1.12 | 5.44 | 1.12 | 1.91 | 3.29 | 2.31 | 12.92 | 1.33 |
| Yield(%) | 0.00 | 3.95 | 4.17 | 2.92 | 2.63 | 3.05 | 3.41 | … | … | 1.38 | 4.38 | 4.29 | 4.07 | 2.34 | 1.06 | 2.11 | 2.60 | 2.83 | 2.20 | 2.75 | 2.63 | 3.23 | 2.59 | 5.31 | 7.77 | 7.55 | 5.58 | 4.59 | 0.73 |
Data as of 06/10/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRQX (LORD ABBETT TOTAL RETURN FUND CLASS R2) |
-6.31%
Oct 2020 – Oct 2023 |
-1.80%
Oct 2017 – Oct 2022 |
0.07%
Oct 2012 – Oct 2022 |
1.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRQX (LORD ABBETT TOTAL RETURN FUND CLASS R2) |
11.17%
Oct 2008 – Oct 2011 |
8.01%
Oct 2008 – Oct 2013 |
4.76%
Oct 2008 – Oct 2018 |
3.00%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart