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LADSX: Lord Abbett Developing Growth R4 (MUTUAL FUND)
Basic Info 19.42 0.54(2.86%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 11/23/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.59% |
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Performance Analytics (As of 04/19/2024)
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 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 5.7 | 3.5 | -11.8 | 5.2 | 4.9 | 8.5 | -36.1 | -2.8 | 72.3 | 31.6 | 4.5 | 29.9 | -2.7 | -17.0 |
Sharpe Ratio | NA | 0.02 | -0.17 | -0.53 | 0.09 | 0.19 | 0.2 | -1.04 | -0.09 | 1.84 | 1.41 | 0.12 | 1.94 | -0.15 | -1.45 |
Draw Down(%) | NA | 10.1 | 23.6 | 51.3 | 54.4 | 54.4 | 23.6 | 40.0 | 23.9 | 37.2 | 18.9 | 32.1 | 6.9 | 22.4 | 20.3 |
Standard Deviation(%) | NA | 23.0 | 21.0 | 28.0 | 30.4 | 26.8 | 21.1 | 36.2 | 29.8 | 39.0 | 21.4 | 26.3 | 15.1 | 19.7 | 21.3 |
Treynor Ratio | NA | 0.0 | -0.03 | -0.11 | 0.02 | 0.04 | 0.03 | -0.29 | -0.02 | 0.73 | 0.21 | 0.02 | 0.17 | -0.02 | -0.3 |
Alpha | NA | -0.05 | -0.09 | -0.07 | -0.03 | -0.02 | -0.08 | -0.05 | -0.15 | 0.15 | -0.03 | 0.05 | -0.03 | -0.07 | -0.13 |
Beta | NA | 1.63 | 1.38 | 1.34 | 1.18 | 1.2 | 1.28 | 1.31 | 1.7 | 0.98 | 1.41 | 1.32 | 1.78 | 1.28 | 1.02 |
RSquared | NA | 0.71 | 0.64 | 0.73 | 0.72 | 0.72 | 0.67 | 0.81 | 0.62 | 0.79 | 0.69 | 0.72 | 0.69 | 0.78 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 3.4 | 9.1 | N/A | 0.0 | 0.0 | 11.2 | 15.0 | 24.6 | 26.7 | 0.0 | 0.0 | 7.6 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 12.8 | -34.1 | -28.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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