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LAGGX: Lord Abbett Global Bond Fund Class A (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | (31%) |
Start Date: | 08/01/2018 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 3.58% |
Expenses | 0.58% |
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Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 08/01/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.6 | 3.2 | -3.9 | -0.5 | -0.1 | 6.4 | -15.3 | -3.1 | 8.2 | 8.3 | -1.2 |
Sharpe Ratio | NA | -2.36 | -0.11 | -1.0 | -0.33 | -0.29 | 0.35 | -2.26 | -0.81 | 1.05 | 2.07 | -1.29 |
Draw Down(%) | NA | 2.8 | 6.0 | 23.5 | 23.9 | 23.9 | 7.2 | 21.2 | 4.0 | 14.0 | 1.2 | 2.7 |
Standard Deviation(%) | NA | 4.3 | 5.7 | 6.1 | 6.0 | 5.8 | 6.3 | 7.4 | 3.9 | 7.5 | 3.3 | 3.4 |
Treynor Ratio | NA | -0.84 | -0.04 | -0.43 | -0.22 | -0.19 | 0.14 | -1.1 | -0.5 | 1.25 | -2.43 | -2.87 |
Alpha | NA | -0.06 | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | -0.06 | -0.02 | 0.03 | 0.03 | -0.02 |
Beta | NA | 0.12 | 0.17 | 0.14 | 0.09 | 0.08 | 0.16 | 0.15 | 0.06 | 0.06 | -0.03 | 0.02 |
RSquared | NA | 0.1 | 0.13 | 0.17 | 0.11 | 0.1 | 0.12 | 0.26 | 0.05 | 0.09 | 0.01 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2018
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