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Nasdaq - Delayed Quote USD
Lord Abbett Convertible R2 (LBCQX)
13.63
-0.33
(-2.36%)
At close: April 4 at 8:01:26 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.37% |
| 5y Average Return | 10.64% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 3, 2025) | 63.31% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 63.31% |
| Worst 3Y Total Return | -6.44% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LBCQX
Category
- YTD
- -1.57%
- 4.62%
- 1-Month
- -3.18%
- 1.90%
- 3-Month
- -1.57%
- 2.89%
- 1-Year
- 6.65%
- 35.52%
- 3-Year
- -0.54%
- 18.94%
- 5-Year
- 10.12%
- 16.35%
- 10-Year
- 7.54%
- 10.69%
- Last Bull Market
- 15.37%
- 13.19%
- Last Bear Market
- -16.23%
- -16.08%
Annual Total Return (%) History
Year
LBCQX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 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 | 30 |
| 1-Month | 57 |
| 3-Month | 30 |
| 1-Year | 45 |
| 3-Year | 84 |
| 5-Year | 64 |
Load Adjusted Returns
| 1-Year | 6.65% |
| 3-Year | -0.54% |
| 5-Year | 10.12% |
| 10-Year | 7.54% |
Performance & Risk
| YTD Return | -3.37% |
| 5y Average Return | 10.64% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | Convertibles |
| Fund Family | Lord Abbett |
| Net Assets | 554.53M |
| YTD Return | -1.57% |
| Yield | 1.77% |
| Morningstar Rating | |
| Inception Date | Apr 04, 2017 |
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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