Nasdaq - Delayed Quote USD

Lord Abbett Convertible R3 (LCFRX)

14.80
-0.07
(-0.47%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.28%
5y Average Return 7.43%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Jun 6, 2025) 63.55%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 63.55%
Worst 3Y Total Return -6.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCFRX
Category
YTD
4.06%
4.62%
1-Month
3.71%
1.90%
3-Month
2.38%
2.89%
1-Year
13.33%
35.52%
3-Year
5.80%
18.94%
5-Year
7.46%
16.35%
10-Year
7.96%
10.69%
Last Bull Market
15.39%
13.19%
Last Bear Market
-16.19%
-16.08%

Annual Total Return (%) History

Year
LCFRX
Category
2025
--
--
2024
13.42%
--
2023
6.66%
--
2022
-23.58%
--
2021
0.68%
--
2020
63.55%
39.91%
2019
24.34%
21.48%
2018
-3.82%
-2.11%

2017
16.21%
12.18%
2016
12.19%
7.68%
2015
-8.39%
-3.67%
2014
5.63%
6.37%
2013
25.54%
21.66%
2012
11.89%
10.92%
2011
-9.28%
-5.62%
2010
14.53%
16.77%
2009
35.30%
40.58%
2008
-31.73%
-33.38%
2007
--
7.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.60% -- -- --
2024 4.54% 0.28% 4.23% 3.80%
2023 1.97% 1.95% -2.96% 5.73%
2022 -7.77% -16.19% -0.46% -0.68%
2021 1.39% -0.39% 0.05% -0.36%
2020 -7.84% 27.00% 16.13% 20.33%
2019 11.26% 4.56% -0.42% 7.32%
2018 1.17% 2.48% 4.94% -11.60%
2017 6.40% 2.54% 4.02% 2.40%
2016 -1.53% 3.23% 7.80% 2.38%

2015 2.38% -0.64% -9.73% -0.23%
2014 2.06% 3.72% -1.29% 1.09%
2013 6.52% 2.98% 7.70% 6.27%
2012 9.32% -4.13% 4.61% 2.05%
2011 4.59% -1.45% -14.70% 3.17%
2010 3.22% -7.34% 10.97% 7.91%
2009 1.93% 11.20% 12.94% 5.69%
2008 -7.32% 3.44% -16.42% -14.80%
2007 0.28% -- -- --

Rank in Category (By Total Return)

YTD 7
1-Month 32
3-Month 11
1-Year 22
3-Year 48
5-Year 60

Load Adjusted Returns

1-Year 13.33%
3-Year 5.80%
5-Year 7.46%
10-Year 7.96%

Performance & Risk

YTD Return 6.28%
5y Average Return 7.43%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Convertibles
Fund Family Lord Abbett
Net Assets 558.34M
YTD Return 4.06%
Yield 1.83%
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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