Ratings & Risk for Lord Abbett Total Return A (LTRAX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		294
    5-Year Average Average
    		271
    10-Year Above Average Average
    		217
    Overall 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 5.70 0.55 0.72
    5-Year 4.75 0.44 0.46
    10-Year 4.36 0.54 0.81
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 31.56 0.67 11.15
    3-Year 63.70 1.13 -0.13
    5-Year 68.52 1.09 0.04
    10-Year 77.21 1.02 0.22

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009