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HYMQX: Lord Abbett Short Duration High Yield Mu (MUTUAL FUND)
Basic Info 14.14 0.02(0.14%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (75%) |
Start Date: | 04/05/2017 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.01% |
Expenses | 0.37% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.3 | 3.9 | -1.0 | 1.2 | 1.7 | 4.5 | -9.8 | 4.2 | 2.4 | 7.3 | 2.4 | 2.1 |
Sharpe Ratio | NA | -0.29 | 0.05 | -1.28 | -0.1 | 0.13 | 0.09 | -3.42 | 2.94 | 0.33 | 4.52 | 0.92 | 2.01 |
Draw Down(%) | NA | 0.6 | 2.9 | 13.0 | 13.0 | 13.0 | 2.9 | 12.8 | 1.6 | 12.8 | 0.8 | 0.9 | 0.8 |
Standard Deviation(%) | NA | 1.9 | 2.5 | 2.6 | 3.7 | 3.1 | 2.6 | 3.3 | 1.4 | 6.6 | 1.3 | 1.2 | 1.0 |
Treynor Ratio | NA | -1.7 | 0.03 | -1.35 | -0.08 | 0.11 | 0.06 | -4.67 | 5.11 | 0.32 | -3.26 | 3.78 | -1.21 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 |
Beta | NA | 0.0 | 0.04 | 0.02 | 0.04 | 0.04 | 0.04 | 0.02 | 0.01 | 0.07 | -0.02 | 0.0 | -0.02 |
RSquared | NA | 0.0 | 0.04 | 0.03 | 0.07 | 0.06 | 0.05 | 0.03 | 0.01 | 0.13 | 0.03 | 0.0 | 0.01 |
Yield(%) | N/A | 1.1 | 3.9 | 2.6 | 2.8 | N/A | 4.1 | 1.9 | 2.1 | 3.1 | 3.2 | 3.2 | 1.1 |
Dividend Growth(%) | N/A | -74.1 | 34.1 | N/A | N/A | N/A | 87.1 | -6.1 | -31.2 | 0.0 | 0.0 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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