LBFFX vs. JPC
Compare and contrast key facts about Lord Abbett Convertible Fund Class F (LBFFX) and Nuveen Preferred and Income Opportunities Fund (JPC).
LBFFX is managed by Lord Abbett. JPC is managed by Nuveen. It was launched on Mar 26, 2003.
Performance
LBFFX vs. JPC - Performance Comparison
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LBFFX vs. JPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
JPC Nuveen Preferred and Income Opportunities Fund | -4.85% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
Returns By Period
In the year-to-date period, LBFFX achieves a 1.71% return, which is significantly higher than JPC's -4.85% return. Over the past 10 years, LBFFX has outperformed JPC with an annualized return of 11.61%, while JPC has yielded a comparatively lower 6.06% annualized return.
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
JPC
- 1D
- 4.00%
- 1M
- -7.44%
- YTD
- -4.85%
- 6M
- -3.60%
- 1Y
- 4.45%
- 3Y*
- 14.81%
- 5Y*
- 4.00%
- 10Y*
- 6.06%
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LBFFX vs. JPC - Expense Ratio Comparison
LBFFX has a 0.93% expense ratio, which is higher than JPC's 0.01% expense ratio.
Return for Risk
LBFFX vs. JPC — Risk / Return Rank
LBFFX
JPC
LBFFX vs. JPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund Class F (LBFFX) and Nuveen Preferred and Income Opportunities Fund (JPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LBFFX | JPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.30 | +1.50 |
Sortino ratioReturn per unit of downside risk | 2.44 | 0.49 | +1.96 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.09 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 0.44 | +3.01 |
Martin ratioReturn relative to average drawdown | 12.36 | 1.99 | +10.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LBFFX | JPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.30 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.28 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.29 | +0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.25 | +0.36 |
Correlation
The correlation between LBFFX and JPC is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LBFFX vs. JPC - Dividend Comparison
LBFFX's dividend yield for the trailing twelve months is around 1.47%, less than JPC's 10.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
JPC Nuveen Preferred and Income Opportunities Fund | 10.37% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
Drawdowns
LBFFX vs. JPC - Drawdown Comparison
The maximum LBFFX drawdown since its inception was -41.13%, smaller than the maximum JPC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for LBFFX and JPC.
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Drawdown Indicators
| LBFFX | JPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.13% | -76.07% | +34.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.07% | -11.43% | +4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -30.86% | -32.26% | +1.40% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -52.53% | +18.92% |
Current DrawdownCurrent decline from peak | -7.07% | -7.89% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -10.00% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.50% | -0.53% |
Volatility
LBFFX vs. JPC - Volatility Comparison
The current volatility for Lord Abbett Convertible Fund Class F (LBFFX) is 5.98%, while Nuveen Preferred and Income Opportunities Fund (JPC) has a volatility of 7.36%. This indicates that LBFFX experiences smaller price fluctuations and is considered to be less risky than JPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBFFX | JPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 7.36% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 9.00% | +3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 14.79% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.86% | 14.32% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 20.65% | -7.15% |