Lord Abbett Convertible Fund Class P: (MF: LCFPX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:13 PM ET
$18.63 USD
+0.54 (2.99%)
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.69 | 13 |
| 3 months | 3.00 | 23 |
| 6 months | 10.63 | 45 |
| 1 Year | 21.69 | 13 |
| 3 Year | 13.80 | 34 |
| 5 Year | 2.39 | 78 |
| 10 Year | 11.14 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -34.91 |
| Bull Market (2/09 - 3/21) | 461.61 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 21.69 |
| 5 Year | 2.38 |
| 10 Year | 11.14 |
| Since Inception | 7.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.53 | 11.70 | 7.40 | 3.00 |
| 2024 | 4.48 | 0.27 | 4.25 | 3.80 |
| 2023 | 1.99 | 1.97 | -2.93 | 5.79 |
| 2022 | -7.69 | -16.18 | -0.43 | -0.72 |
| 2021 | 1.44 | -0.37 | 0.05 | -1.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.69 | 13.38 | 6.81 | -23.51 | -0.17 | 63.64 | 24.41 | -3.81 | 16.29 | 12.29 |
| % Total Return Rel to Index | 3.47 | -11.63 | -19.43 | -5.31 | -28.85 | 45.24 | -7.07 | 0.57 | -5.50 | 0.35 |
| % Total Return Rel to Peer | 5.45 | 2.29 | -2.01 | -5.43 | -4.52 | 21.86 | 2.80 | -2.34 | 3.64 | 4.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 2.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.24 | 0.26 | 0.20 | 0.27 | 0.03 | 0.16 | 0.24 | 0.45 | 0.28 | 0.39 |
| % Yield | 1.40 | 1.78 | 1.92 | 2.13 | 0.17 | 0.71 | 1.63 | 3.57 | 2.05 | 3.26 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 2.72 | 2.87 | 0.96 | 0.39 | 0.00 | 0.00 |
| Expense Ratio | 1.31 | 1.34 | 1.35 | 1.32 | 1.27 | 1.31 | 1.31 | 1.29 | 1.27 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%
