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LADVX: Lord Abbett Developing Growth R6 (MUTUAL FUND)
Basic Info 28.99 0.04(0.14%) July 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 07/01/2015 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 0.22% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 07/01/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -3.3 | 4.5 | 8.4 | 4.1 | 7.5 | 22.3 | 8.8 | -35.8 | -2.4 | 73.0 | 33.0 | 4.9 | 30.4 | -2.3 | -16.8 |
| Sharpe Ratio | NA | -0.18 | 0.11 | 0.19 | 0.09 | 0.24 | 0.82 | 0.25 | -1.03 | -0.08 | 1.85 | 1.47 | 0.14 | 1.97 | -0.13 | -1.44 |
| Draw Down(%) | NA | 29.0 | 32.0 | 32.0 | 53.9 | 53.9 | 11.8 | 23.6 | 39.9 | 23.7 | 37.2 | 18.8 | 31.9 | 6.9 | 22.4 | 20.1 |
| Standard Deviation(%) | NA | 33.4 | 28.9 | 25.5 | 28.4 | 26.9 | 22.9 | 21.2 | 36.1 | 29.6 | 39.1 | 21.4 | 26.3 | 15.2 | 19.8 | 21.3 |
| Treynor Ratio | NA | -0.05 | 0.03 | 0.04 | 0.02 | 0.05 | 0.12 | 0.04 | -0.29 | -0.01 | 0.73 | 0.22 | 0.03 | 0.17 | -0.02 | -0.3 |
| Alpha | NA | -0.05 | -0.03 | -0.04 | -0.05 | -0.02 | -0.03 | -0.08 | -0.05 | -0.16 | 0.15 | -0.03 | 0.06 | -0.03 | -0.07 | -0.13 |
| Beta | NA | 1.18 | 1.25 | 1.24 | 1.33 | 1.21 | 1.51 | 1.28 | 1.3 | 1.73 | 0.99 | 1.41 | 1.32 | 1.79 | 1.28 | 1.03 |
| RSquared | NA | 0.77 | 0.77 | 0.74 | 0.7 | 0.72 | 0.73 | 0.68 | 0.81 | 0.66 | 0.79 | 0.69 | 0.72 | 0.69 | 0.78 | 0.75 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.1 | 4.4 | N/A | 0.3 | 0.0 | 0.0 | 8.7 | 11.9 | 21.5 | 23.2 | 0.0 | 0.0 | 6.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -99.4 | -50.3 | N/A | N/A | N/A | -100.0 | 13.1 | -37.2 | -24.7 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2015
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