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LABTX: Lord Abbett Multi-Asset Balanced Opportunity Fund (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/31/2017 |
Last Dividend Date: | 06/29/2018 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 07/09/2018 |
2018 | 2017 | |
---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.2 | 0.9 | 4.2 |
Sharpe Ratio | NA | 0.21 | 0.37 | -0.03 | 1.9 |
Draw Down(%) | NA | 7.7 | 7.7 | 7.7 | 2.0 |
Standard Deviation(%) | NA | 8.3 | 7.7 | 8.6 | 5.0 |
Treynor Ratio | NA | 0.04 | 0.06 | -0.01 | 0.14 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 |
Beta | NA | 0.47 | 0.48 | 0.45 | 0.7 |
RSquared | NA | 0.65 | 0.66 | 0.64 | 0.88 |
Yield(%) | N/A | 5.0 | N/A | 0.7 | 4.7 |
Dividend Growth(%) | N/A | N/A | N/A | -85.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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