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LAFLX: Lord Abbett Focused Large Cap Value Fund Class A (MUTUAL FUND)
Basic Info 12.08 0.04(0.33%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (20%) |
Start Date: | 08/01/2019 |
Last Dividend Date: | 11/22/2022 |
12-Mo. Yield | 43.73% |
Expenses | 0.71% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 9.5 | 26.6 | 6.6 | 11.8 | 14.1 | -9.8 | 28.0 | 4.8 | 7.0 |
Sharpe Ratio | NA | 2.59 | 1.47 | 0.24 | 0.33 | 0.67 | -0.49 | 1.65 | 0.1 | 0.96 |
Draw Down(%) | NA | 4.7 | 10.3 | 23.1 | 47.1 | 12.5 | 23.1 | 8.4 | 47.1 | 7.8 |
Standard Deviation(%) | NA | 10.0 | 12.6 | 17.7 | 26.9 | 14.8 | 22.7 | 17.0 | 47.2 | 17.3 |
Treynor Ratio | NA | 0.36 | 0.2 | 0.05 | 0.08 | 0.1 | -0.13 | 0.28 | 0.04 | 0.15 |
Alpha | NA | 0.06 | 0.01 | 0.0 | -0.01 | -0.04 | 0.03 | 0.01 | -0.06 | -0.03 |
Beta | NA | 0.73 | 0.92 | 0.89 | 1.07 | 0.98 | 0.85 | 0.99 | 1.22 | 1.09 |
RSquared | NA | 0.74 | 0.79 | 0.81 | 0.79 | 0.81 | 0.88 | 0.64 | 0.83 | 0.7 |
Yield(%) | N/A | 0.0 | 0.0 | 15.5 | N/A | 0.0 | 27.5 | 28.2 | 6.2 | 0.5 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -0.7 | 341.2 | 1112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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