Nasdaq - Delayed Quote USD

Lord Abbett Convertible C (LACCX)

12.66 -0.01 (-0.08%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.04%
5y Average Return 7.97%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 62.93%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 62.93%
Worst 3Y Total Return -6.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LACCX
Category
YTD
4.39%
4.62%
1-Month
2.51%
1.90%
3-Month
4.39%
2.89%
1-Year
9.01%
35.52%
3-Year
-5.76%
18.94%
5-Year
9.03%
16.35%
10-Year
7.20%
10.69%
Last Bull Market
23.26%
13.19%
Last Bear Market
-16.27%
-16.08%

Annual Total Return (%) History

Year
LACCX
Category
2024
--
--
2023
6.40%
--
2022
-23.86%
--
2021
0.29%
--
2020
62.93%
39.91%
2019
23.95%
21.48%
2018
-4.20%
-2.11%
2017
15.84%
12.18%

2016
11.81%
7.68%
2015
-8.76%
-3.67%
2014
5.35%
6.37%
2013
25.07%
21.66%
2012
11.51%
10.92%
2011
-9.63%
-5.62%
2010
13.98%
16.77%
2009
34.61%
40.58%
2008
-32.11%
-33.38%
2007
8.41%
7.51%
2006
8.37%
10.72%
2005
3.04%
3.59%
2004
6.66%
9.03%
2003
--
26.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.39% -- -- --
2023 1.89% 1.87% -2.98% 5.66%
2022 -7.84% -16.27% -0.47% -0.85%
2021 1.33% -0.47% -0.05% -0.50%
2020 -7.95% 26.85% 16.07% 20.23%
2019 11.18% 4.48% -0.58% 7.32%
2018 1.10% 2.35% 4.85% -11.70%
2017 6.24% 2.52% 3.94% 2.32%
2016 -1.62% 3.14% 7.72% 2.29%
2015 2.29% -0.82% -9.76% -0.34%

2014 1.98% 3.71% -1.47% 1.09%
2013 6.36% 2.98% 7.62% 6.11%
2012 9.16% -4.14% 4.53% 1.95%
2011 4.42% -1.51% -14.74% 3.07%
2010 3.10% -7.48% 10.85% 7.79%
2009 1.74% 11.09% 12.83% 5.56%
2008 -7.54% 3.32% -16.52% -14.88%
2007 2.16% 3.83% 2.04% 0.17%
2006 5.86% -2.27% 0.35% 4.38%
2005 -2.32% 0.79% 4.96% -0.29%
2004 2.45% -1.55% -1.66% 7.53%
2003 1.74% 8.39% -- --

Rank in Category (By Total Return)

YTD 11
1-Month 21
3-Month 11
1-Year 52
3-Year 100
5-Year 49

Load Adjusted Returns

1-Year 8.01%
3-Year -5.76%
5-Year 9.03%
10-Year 7.20%

Performance & Risk

YTD Return 1.04%
5y Average Return 7.97%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Convertibles
Fund Family Lord Abbett
Net Assets 586.35M
YTD Return 4.39%
Yield 1.04%
Morningstar Rating
Inception Date Jun 30, 2003

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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