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LADCX: LORD ABBETT DEVELOPING GROWTH FUND INC CLASS C (MUTUAL FUND)
Basic Info 9 0.04(0.44%) May 13
Asset Class: | Small Growth |
MyPlanIQ Rating: | (60%) |
Start Date: | 01/23/1997 |
Last Dividend Date: | 11/23/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.59% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/23/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.3 | 8.8 | 10.2 | -9.4 | 4.2 | 7.6 | 12.6 | 9.5 | 7.8 | 7.7 | -36.6 | -3.6 | 71.0 | 30.1 | 3.3 | 28.9 | -3.4 | -9.5 | 2.5 | 56.3 | 9.7 | -2.3 | 35.6 | 46.0 | -47.8 | 35.0 | 11.8 | 11.2 | 5.6 | 39.2 | -29.8 | -7.5 | -18.2 | 37.3 | 7.6 | 22.3 |
Sharpe Ratio | NA | 1.07 | 0.3 | -0.41 | 0.09 | 0.25 | NA | NA | 0.25 | 0.16 | -1.05 | -0.12 | 1.8 | 1.34 | 0.08 | 1.88 | -0.18 | -0.48 | 0.12 | 3.17 | 0.52 | -0.07 | 1.43 | 1.44 | -1.17 | 1.58 | 0.47 | 0.56 | 0.24 | 1.92 | -1.24 | -0.37 | -0.72 | 1.96 | 0.18 | 1.0 |
Draw Down(%) | NA | 10.2 | 23.7 | 52.0 | 55.3 | 55.3 | NA | NA | 60.6 | 23.7 | 40.2 | 24.5 | 37.2 | 19.0 | 32.4 | 6.9 | 22.5 | 21.6 | 18.8 | 7.3 | 14.1 | 28.4 | 15.7 | 20.8 | 59.0 | 11.2 | 19.6 | 11.3 | 21.6 | 12.8 | 40.1 | 33.4 | 34.3 | 11.2 | 38.8 | 15.1 |
Standard Deviation(%) | NA | 22.8 | 21.1 | 27.7 | 30.4 | 25.9 | NA | NA | 25.2 | 21.1 | 36.2 | 29.6 | 39.0 | 21.5 | 26.3 | 15.2 | 19.7 | 19.7 | 20.7 | 17.7 | 18.7 | 33.0 | 24.8 | 31.8 | 41.5 | 20.3 | 18.4 | 16.1 | 19.6 | 20.1 | 24.9 | 26.9 | 31.1 | 17.4 | 23.2 | 20.3 |
Treynor Ratio | NA | 0.21 | 0.06 | -0.11 | 0.02 | 0.06 | NA | NA | 0.06 | 0.03 | -0.36 | -0.03 | 0.71 | 0.23 | 0.02 | 0.21 | -0.03 | -0.08 | 0.02 | 0.48 | 0.09 | -0.02 | 0.35 | 0.48 | -0.52 | 0.3 | 0.08 | 0.09 | 0.04 | 0.39 | -0.32 | -0.1 | -0.29 | 0.41 | 0.05 | 0.0 |
Alpha | NA | 0.05 | -0.03 | -0.03 | -0.01 | 0.0 | NA | NA | 0.0 | -0.05 | -0.03 | -0.04 | 0.1 | -0.03 | 0.05 | 0.0 | -0.06 | -0.03 | -0.01 | 0.03 | -0.03 | 0.0 | 0.01 | 0.02 | -0.07 | 0.08 | 0.0 | 0.01 | -0.04 | -0.01 | -0.08 | -0.03 | -0.07 | 0.07 | 0.03 | NA |
Beta | NA | 1.16 | 1.05 | 1.08 | 1.08 | 1.11 | NA | NA | 1.01 | 1.0 | 1.07 | 1.36 | 0.99 | 1.27 | 1.31 | 1.36 | 1.08 | 1.15 | 1.27 | 1.17 | 1.05 | 1.0 | 1.01 | 0.95 | 0.94 | 1.06 | 1.06 | 1.06 | 1.04 | 0.99 | 0.97 | 1.02 | 0.77 | 0.84 | 0.87 | NA |
RSquared | NA | 0.86 | 0.85 | 0.91 | 0.9 | 0.9 | NA | NA | 0.87 | 0.85 | 0.95 | 0.91 | 0.92 | 0.87 | 0.92 | 0.86 | 0.92 | 0.88 | 0.93 | 0.9 | 0.92 | 0.97 | 0.95 | 0.96 | 0.96 | 0.91 | 0.95 | 0.96 | 0.96 | 0.93 | 0.94 | 0.92 | 0.78 | 0.56 | 0.69 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 7.6 | 14.3 | 11.8 | 20.5 | 13.7 | N/A | 0.0 | 0.0 | 21.5 | 26.2 | 37.4 | 35.6 | 0.0 | 0.0 | 10.7 | 20.4 | 30.4 | 9.8 | 6.5 | 0.0 | 0.0 | 0.0 | 15.7 | 17.9 | 1.4 | 0.3 | 0.0 | 0.0 | 0.0 | 3.6 | 4.6 | 0.2 | 12.1 |
Dividend Growth(%) | N/A | N/A | N/A | -75.6 | -13.0 | 65.2 | N/A | N/A | N/A | N/A | -100.0 | 12.8 | -34.1 | -28.0 | N/A | N/A | -100.0 | -57.0 | -19.8 | 213.5 | 35.7 | N/A | N/A | N/A | -100.0 | -18.9 | 1333.3 | 425.0 | N/A | N/A | N/A | -100.0 | 4.3 | 2200.0 | -98.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/1997
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