Ratings & Risk for Lord Abbett Total Return I (LTRYX)

Morningstar Category: Intermediate-Term Bond
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    294
    5-Year High Average
    271
    10-Year High Average
    217
    Overall High Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 5.68 0.58 0.79
    5-Year 4.72 0.46 0.53
    10-Year 4.34 0.57 0.88
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 32.24 0.66 11.54
    3-Year 64.00 1.13 0.23
    5-Year 68.44 1.08 0.39
    10-Year 77.14 1.01 0.55

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009