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LADFX: LORD ABBETT DEVELOPING GROWTH FUND INC CLASS F (MUTUAL FUND)
Basic Info 22.45 0.15(0.67%) March 27
Asset Class: | Small Growth |
MyPlanIQ Rating: | (65%) |
Start Date: | 10/03/2007 |
Last Dividend Date: | 11/23/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.59% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/03/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 12.6 | 16.9 | -8.4 | 6.3 | 7.8 | 14.4 | 8.8 | 8.6 | -36.0 | -2.7 | 72.6 | 31.7 | 4.7 | 30.1 | -2.6 | -8.7 | 3.4 | 57.6 | 10.6 | -1.4 | 36.9 | 47.4 | -47.4 | 1.3 |
Sharpe Ratio | NA | 2.42 | 0.63 | -0.46 | 0.16 | 0.25 | NA | 0.3 | 0.21 | -1.04 | -0.09 | 1.85 | 1.41 | 0.13 | 1.96 | -0.14 | -0.44 | 0.17 | 3.24 | 0.57 | -0.04 | 1.48 | 1.48 | -1.16 | 0.12 |
Draw Down(%) | NA | 5.4 | 23.6 | 51.1 | 54.2 | 54.2 | NA | 60.2 | 23.6 | 40.0 | 23.8 | 37.2 | 18.8 | 32.0 | 6.9 | 22.5 | 21.3 | 18.4 | 7.3 | 14.0 | 28.2 | 15.5 | 20.7 | 58.6 | 11.1 |
Standard Deviation(%) | NA | 23.7 | 21.0 | 28.3 | 30.3 | 26.0 | NA | 27.1 | 21.2 | 36.1 | 29.5 | 39.0 | 21.5 | 26.3 | 15.1 | 19.7 | 19.6 | 20.7 | 17.8 | 18.7 | 33.0 | 24.8 | 31.8 | 41.4 | 25.5 |
Treynor Ratio | NA | 0.5 | 0.13 | -0.12 | 0.04 | 0.06 | NA | 0.08 | 0.04 | -0.35 | -0.02 | 0.73 | 0.24 | 0.03 | 0.22 | -0.03 | -0.08 | 0.03 | 0.49 | 0.1 | -0.01 | 0.36 | 0.5 | -0.51 | 0.03 |
Alpha | NA | 0.09 | -0.03 | -0.03 | -0.01 | 0.0 | NA | 0.0 | -0.05 | -0.03 | -0.03 | 0.1 | -0.03 | 0.05 | 0.0 | -0.05 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | 0.02 | 0.02 | -0.07 | 0.12 |
Beta | NA | 1.15 | 1.04 | 1.1 | 1.08 | 1.11 | NA | 1.05 | 1.0 | 1.07 | 1.36 | 0.99 | 1.27 | 1.3 | 1.36 | 1.08 | 1.15 | 1.27 | 1.17 | 1.05 | 1.0 | 1.02 | 0.95 | 0.94 | 1.06 |
RSquared | NA | 0.88 | 0.84 | 0.91 | 0.9 | 0.9 | NA | 0.92 | 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 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2007
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