Nasdaq - Delayed Quote USD

Lord Abbett Convertible R2 (LBCQX)

14.97
-0.17
(-1.12%)
At close: 8:01:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.80%
5y Average Return 8.00%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 20, 2025) 63.31%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 63.31%
Worst 3Y Total Return -6.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LBCQX
Category
YTD
0.30%
4.62%
1-Month
1.90%
1.90%
3-Month
-3.44%
2.89%
1-Year
11.38%
35.52%
3-Year
3.15%
18.94%
5-Year
8.27%
16.35%
10-Year
7.61%
10.69%
Last Bull Market
15.37%
13.19%
Last Bear Market
-16.23%
-16.08%

Annual Total Return (%) History

Year
LBCQX
Category
2025
--
--
2024
13.26%
--
2023
6.58%
--
2022
-23.65%
--
2021
0.63%
--
2020
63.31%
39.91%
2019
24.26%
21.48%
2018
-3.98%
-2.11%

2017
16.19%
12.18%
2016
11.95%
7.68%
2015
-8.49%
-3.67%
2014
5.62%
6.37%
2013
25.38%
21.66%
2012
11.74%
10.92%
2011
-9.37%
-5.62%
2010
14.41%
16.77%
2009
35.59%
40.58%
2008
-31.39%
-33.38%
2007
--
7.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.57% -- -- --
2024 4.53% 0.17% 4.22% 3.79%
2023 1.96% 1.86% -2.98% 5.77%
2022 -7.79% -16.23% -0.47% -0.68%
2021 1.44% -0.46% 0.04% -0.38%
2020 -7.92% 27.02% 16.11% 20.27%
2019 11.26% 4.58% -0.47% 7.29%
2018 1.11% 2.47% 4.88% -11.64%
2017 6.43% 2.51% 4.00% 2.40%
2016 -1.62% 3.24% 7.72% 2.32%

2015 2.37% -0.74% -9.70% -0.27%
2014 2.06% 3.73% -1.36% 1.14%
2013 6.51% 3.01% 7.65% 6.15%
2012 9.30% -4.11% 4.56% 1.96%
2011 4.61% -1.53% -14.66% 3.10%
2010 3.23% -7.37% 11.01% 7.78%
2009 1.82% 11.57% 12.93% 5.70%
2008 -7.34% 3.41% -16.00% -14.74%
2007 0.26% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 13
3-Month 41
1-Year 40
3-Year 67
5-Year 62

Load Adjusted Returns

1-Year 11.38%
3-Year 3.15%
5-Year 8.27%
10-Year 7.61%

Performance & Risk

YTD Return 4.80%
5y Average Return 8.00%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Convertibles
Fund Family Lord Abbett
Net Assets 543.14M
YTD Return 0.30%
Yield 1.73%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of convertible securities issued by U.S. and foreign companies. Convertible securities may include corporate bonds, debentures, notes, preferred stocks, and any other securities that can be exchanged for equity securities or provide an opportunity for equity participation.

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