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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 63.31%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 5

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

Risk Statistics

3 Years 5 Years 10 Years
LBCQXCategory AverageLBCQXCategory AverageLBCQXCategory Average
Alpha -4.35 0.05 1.35 0.04 1.34 0.01
BETA 0.82 0.01 1.05 0.01 1.09 0.01
Mean Annual Return 0.02 0.02 0.9 0.01 0.68 0.01
R-squared 68.74 0.8 63.26 0.77 67.3 0.79
Standard Deviation 12.38 0.16 15.24 0.13 13.34 0.11
Sharpe Ratio -0.35 0.01 0.52 0.01 0.46 0.01
Treynor Ratio -6.32 0.14 6.98 0.12 5.11 0.08

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