Ratings & Risk for Lord Abbett Total Return R3 (LTRRX)

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 5.67 0.54 0.70
    5-Year 4.71 0.42 0.43
    10-Year 4.34 0.52 0.77
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 31.44 0.65 11.15
    3-Year 63.77 1.12 -0.25
    5-Year 68.29 1.08 -0.10
    10-Year 77.08 1.01 0.06

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009