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Lord Abbett Convertible Fd - Cl R2: (MF: LBCQX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$16.06 USD
+0.15 (0.94%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.91 | 11 |
| 3 months | 11.66 | 13 |
| 6 months | 9.91 | 11 |
| 1 Year | 18.89 | 11 |
| 3 Year | 9.46 | 67 |
| 5 Year | 7.13 | 68 |
| 10 Year | 8.71 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -34.64 |
| Bull Market (2/09 - 3/21) | 395.44 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 18.89 |
| 5 Year | 7.13 |
| 10 Year | 8.72 |
| Since Inception | 6.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.57 | 11.66 | NA | NA |
| 2024 | 4.53 | 0.16 | 4.21 | 3.79 |
| 2023 | 1.96 | 1.86 | -2.97 | 5.76 |
| 2022 | -7.79 | -16.23 | -0.47 | -0.68 |
| 2021 | 1.43 | -0.45 | 0.04 | -1.25 |
| 2020 | -7.92 | 27.01 | 16.10 | 20.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.91 | 13.26 | 6.57 | -23.64 | -0.25 | 63.36 | 24.27 | -3.98 | 16.18 | 11.94 | -8.49 |
| % Total Return Rel to Index | 3.70 | -11.75 | -19.67 | -5.44 | -28.94 | 44.95 | -7.21 | 0.40 | -5.60 | 0.01 | -9.87 |
| % Total Return Rel to Peer | 3.64 | 2.17 | -2.24 | -5.55 | -4.60 | 21.58 | 2.66 | -2.51 | 3.53 | 4.46 | -3.77 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 5.00 | 5.00 | 1.00 | 3.00 | 5.00 | 2.00 | 1.00 | 5.00 |
| % Dividends | 0.07 | 0.24 | 0.18 | 0.25 | 0.02 | 0.13 | 0.21 | 0.42 | 0.25 | 0.36 | 0.28 |
| % Yield | 0.43 | 1.66 | 1.88 | 1.97 | 0.13 | 0.58 | 1.44 | 3.37 | 1.87 | 3.04 | 2.58 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.72 | 2.87 | 0.96 | 0.39 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.49 | 1.50 | 1.46 | 1.42 | 1.46 | 1.45 | 1.44 | 1.43 | 1.47 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%