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LACFX: Lord Abbett Convertible A (MUTUAL FUND)
Basic Info 12.07 0.04(0.33%) March 24
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 07/14/2003 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 0.10% |
| Expenses | 1.20% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | -0.1 | -15.2 | -18.4 | -10.4 | -1.2 | 0.6 | 2.0 | -22.9 | -61.3 | 61.1 | 24.8 | -3.5 | 16.6 | 12.5 | -8.1 | 6.0 | 25.9 | 12.2 | -9.0 | 14.7 | 35.5 | -31.6 | 9.1 | 9.0 | 3.8 | 7.3 | 10.0 |
| SR | NA | -0.63 | -1.18 | -0.34 | -0.25 | -0.05 | NA | 0.05 | -1.43 | -0.65 | 2.08 | 2.37 | -0.39 | 2.36 | 1.2 | -0.81 | 0.32 | 2.94 | 1.44 | -0.67 | 1.25 | 3.48 | -2.1 | 0.64 | 0.72 | 0.22 | 0.9 | 3.02 |
| DD(%) | NA | 5.1 | 18.6 | 74.6 | 74.6 | 74.6 | NA | 74.6 | 24.1 | 67.3 | 24.6 | 4.5 | 15.1 | 2.7 | 10.8 | 14.3 | 11.8 | 5.5 | 8.3 | 18.8 | 10.4 | 7.2 | 37.4 | 7.7 | 8.6 | 6.9 | 8.4 | 2.9 |
| SD(%) | NA | 10.0 | 15.2 | 57.5 | 45.5 | 33.2 | NA | 24.8 | 17.1 | 94.7 | 29.1 | 9.8 | 12.5 | 6.8 | 10.2 | 10.0 | 18.6 | 8.8 | 8.5 | 13.5 | 11.6 | 10.2 | 15.5 | 9.5 | 8.0 | 7.4 | 7.0 | 7.1 |
| TR | NA | 0.0 | 0.0 | 0.0 | -0.07 | -0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.09 | -0.03 | 0.13 | 0.09 | -0.06 | 0.05 | 0.2 | 0.11 | -0.09 | 0.16 | 0.46 | -0.44 | 0.06 | 0.05 | 0.02 | 0.07 | 0.25 |
| Alpha(%) | NA | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.0 | NA | NA | NA | 0.07 | 0.01 | 0.03 | 0.01 | -0.03 | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.05 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 |
| Beta(%) | NA | NA | -0.7 | -0.57 | 1.72 | 1.38 | NA | 0.97 | NA | NA | NA | 2.56 | 1.66 | 1.26 | 1.33 | 1.34 | 1.24 | 1.3 | 1.08 | 1.01 | 0.93 | 0.76 | 0.74 | 1.02 | 1.09 | 0.91 | 0.93 | 0.88 |
| RS | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.08 | NA | 0.19 | 0.0 | 0.0 | 0.0 | 0.15 | 0.89 | 0.76 | 0.89 | 0.86 | 0.2 | 0.87 | 0.9 | 0.95 | 0.94 | 0.9 | 0.88 | 0.9 | 0.79 | 0.77 | 0.84 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2003
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Best ETFs
* Day change on 03/24/2023.Best Closed End Funds
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