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LADVX: Lord Abbett Developing Growth R6 (MUTUAL FUND)
Basic Info 25.34 0.26(1.02%) April 18
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 04/18/2024)
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(%) | -5.9 | 7.1 | -61.1 | -12.5 | 4.5 | 5.0 | 8.8 | -35.8 | -2.4 | 73.0 | 33.0 | 4.9 | 30.4 | -2.3 | -16.8 |
Sharpe Ratio | NA | 1.05 | 0.33 | -0.47 | 0.12 | 0.23 | 0.22 | -1.03 | -0.08 | 1.85 | 1.48 | 0.14 | 1.97 | -0.13 | -1.44 |
Draw Down(%) | NA | 5.4 | 23.6 | 50.9 | 53.9 | 53.9 | 23.6 | 39.9 | 23.7 | 37.2 | 18.8 | 31.9 | 6.9 | 22.4 | 20.1 |
Standard Deviation(%) | NA | 22.9 | 20.9 | 27.9 | 30.4 | 26.8 | 21.2 | 36.1 | 29.5 | 39.1 | 21.4 | 26.3 | 15.2 | 19.8 | 21.3 |
Treynor Ratio | NA | 0.15 | 0.05 | -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 | -0.04 | -0.08 | -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 | 1.63 | 1.37 | 1.34 | 1.18 | 1.21 | 1.28 | 1.3 | 1.71 | 0.99 | 1.41 | 1.32 | 1.79 | 1.28 | 1.03 |
RSquared | NA | 0.7 | 0.63 | 0.74 | 0.72 | 0.72 | 0.67 | 0.81 | 0.65 | 0.79 | 0.69 | 0.72 | 0.69 | 0.78 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 2.8 | 7.9 | N/A | 0.0 | 0.0 | 8.7 | 11.9 | 21.5 | 23.2 | 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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