Ratings & Risk for Lord Abbett Total Return C (LTRCX)

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 5.68 0.50 0.62
    5-Year 4.73 0.38 0.32
    10-Year 4.36 0.49 0.68
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 32.31 0.66 10.55
    3-Year 64.09 1.13 -0.78
    5-Year 68.76 1.09 -0.62
    10-Year 77.38 1.02 -0.33

    Barclays US Aggregate Bond TR USD

    Trailing data as of 10/31/2009