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LADTX: Lord Abbett Developing Growth R5 (MUTUAL FUND)
Basic Info 27.1 0.01(0.04%) May 07
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 05/03/2024)
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(%) | 5.5 | 11.8 | 14.7 | -9.2 | 5.5 | 6.3 | 8.7 | -35.9 | -2.5 | 72.8 | 33.0 | 4.8 | 30.3 | -2.5 | -16.9 |
Sharpe Ratio | NA | 1.19 | 0.49 | -0.47 | 0.12 | 0.24 | 0.21 | -1.03 | -0.09 | 1.85 | 1.47 | 0.13 | 1.96 | -0.14 | -1.45 |
Draw Down(%) | NA | 10.1 | 23.5 | 51.0 | 54.0 | 54.0 | 23.5 | 40.0 | 23.7 | 37.2 | 18.8 | 32.0 | 6.9 | 22.4 | 20.1 |
Standard Deviation(%) | NA | 23.0 | 21.1 | 27.9 | 30.4 | 26.8 | 21.2 | 36.2 | 29.5 | 39.0 | 21.4 | 26.3 | 15.2 | 19.8 | 21.3 |
Treynor Ratio | NA | 0.17 | 0.07 | -0.1 | 0.03 | 0.05 | 0.04 | -0.29 | -0.01 | 0.73 | 0.22 | 0.03 | 0.17 | -0.02 | -0.3 |
Alpha | NA | -0.01 | -0.07 | -0.07 | -0.03 | -0.02 | -0.08 | -0.05 | -0.15 | 0.15 | -0.03 | 0.06 | -0.03 | -0.07 | -0.13 |
Beta | NA | 1.6 | 1.43 | 1.34 | 1.18 | 1.21 | 1.28 | 1.31 | 1.71 | 0.98 | 1.41 | 1.32 | 1.79 | 1.28 | 1.02 |
RSquared | NA | 0.72 | 0.67 | 0.74 | 0.72 | 0.72 | 0.67 | 0.81 | 0.64 | 0.79 | 0.69 | 0.72 | 0.69 | 0.78 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 2.8 | 7.5 | N/A | 0.0 | 0.0 | 8.7 | 12.0 | 21.6 | 23.3 | 0.0 | 0.0 | 6.7 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 12.8 | -37.2 | -24.5 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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