Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRTX (LORD ABBETT TOTAL RETURN FUND CLASS R5) | -0.37% | 5.11% | 4.63% | 0.31% | 1.95% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRTX (LORD ABBETT TOTAL RETURN FUND CLASS R5) | 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 (%) | -0.46 | 5.11 | 4.63 | 0.31 | 1.95 | NA | NA | … | … | -0.37 | 7.46 | 2.79 | 6.41 | -13.88 | 0.20 | 7.58 | 8.53 | -0.71 | 4.07 | 3.90 | -0.91 |
| Sharpe Ratio | NA | 0.47 | 0.25 | -0.39 | 0.07 | NA | NA | … | … | -0.86 | 1.00 | -0.16 | 0.40 | -2.17 | 0.06 | 1.38 | 2.20 | -0.78 | 1.30 | 1.24 | -0.59 |
| Standard Deviation(%) | NA | 3.95 | 5.19 | 5.64 | 4.70 | NA | NA | … | … | 4.22 | 4.58 | 5.12 | 6.91 | 7.09 | 3.07 | 5.28 | 3.21 | 2.69 | 2.64 | 2.96 | 3.12 |
| Draw Down(%) | NA | 3.13 | 5.70 | 18.31 | 18.31 | NA | NA | … | … | 3.13 | 2.95 | 3.60 | 6.66 | 17.55 | 2.74 | 9.35 | 1.98 | 2.91 | 1.35 | 3.72 | 2.02 |
| Yield(%) | 0.00 | 4.49 | 4.74 | 3.64 | 3.53 | 2.53 | 1.90 | … | … | 1.56 | 4.97 | 4.88 | 4.68 | 3.07 | 2.79 | 4.87 | 3.21 | 3.41 | 2.87 | 3.12 | 1.21 |
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 |
|---|---|---|---|---|
| LTRTX (LORD ABBETT TOTAL RETURN FUND CLASS R5) |
-4.60%
Oct 2020 – Oct 2023 |
-0.55%
Oct 2017 – Oct 2022 |
2.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRTX (LORD ABBETT TOTAL RETURN FUND CLASS R5) |
6.46%
Oct 2022 – Oct 2025 |
4.62%
Dec 2015 – Dec 2020 |
2.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart