Nasdaq - Delayed Quote USD
Lord Abbett Convertible R2 (LBCQX)
14.97
-0.17
(-1.12%)
As of 8:06:26 AM EDT. Market Open.
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 | 4.80% |
| 5y Average Return | 8.00% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LBCQX | Category Average | LBCQX | Category Average | LBCQX | Category Average | |
| Alpha | -2.6 | 0.05 | 1.03 | 0.04 | 1.45 | 0.01 |
| BETA | 0.76 | 0.01 | 1.02 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.31 | 0.02 | 0.75 | 0.01 | 0.69 | 0.01 |
| R-squared | 66.2 | 0.8 | 60.67 | 0.77 | 67.29 | 0.79 |
| Standard Deviation | 11.29 | 0.16 | 14.56 | 0.13 | 13.34 | 0.11 |
| Sharpe Ratio | -0.08 | 0.01 | 0.42 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | -2.04 | 0.14 | 5.33 | 0.12 | 5.14 | 0.08 |
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