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Lord Abbett Convertible R4 (LCFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.18+0.01 (+0.08%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.25%
5-year average return9.74%
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)63.89%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return63.89%
Worst 3-yr total return-6.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCFSXCategory
YTD2.11%4.62%
1-month-2.42%1.90%
3-month1.71%2.89%
1-year8.65%35.52%
3-year-6.44%18.94%
5-year8.56%16.35%
10-year7.69%10.69%
Last bull market16.25%13.19%
Last bear market-16.16%-16.08%

Annual total return (%) history

Year
LCFSXCategory
2024
N/AN/A
2023
6.96%N/A
2022
-23.41%N/A
2021
0.98%N/A
2020
63.89%39.91%
2019
24.62%21.48%
2018
-3.59%-2.11%
2017
16.60%12.18%
2016
12.35%7.68%
2015
N/A-3.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.64%N/AN/AN/A
20232.10%1.92%-2.80%5.75%
2022-7.71%-16.16%-0.32%-0.69%
20211.49%-0.33%0.12%-0.30%
2020-7.84%27.10%16.19%20.42%
201911.28%4.69%-0.42%7.43%
20181.24%2.52%4.97%-11.51%
20176.53%2.66%3.98%2.53%
2016-1.46%3.28%7.87%2.34%
2015-9.64%-0.17%N/AN/A

Rank in category (by total return)

YTD11
1-month27
3-month3
1-year21
3-year94
5-year29

Load adjusted returns

1-year8.65%
3-year-6.44%
5-year8.56%
10-year7.69%