Ratings & Risk for Lord Abbett Total Return R2 (LTRQX)

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 Above Average Average
    		271
    10-Year Above Average Average
    		217
    Overall Above Average 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 5.65 0.53 0.69
    5-Year 4.70 0.41 0.41
    10-Year 4.33 0.52 0.75
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 31.51 0.65 11.05
    3-Year 63.71 1.12 -0.32
    5-Year 68.27 1.08 -0.19
    10-Year 77.10 1.01 -0.04

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009