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LAGVX: LORD ABBETT INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 2.42 0(0.0%) May 16
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (53%) |
Start Date: | 03/30/1982 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 5.16% |
Expenses | 0.47% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 0.2 | 5.8 | -2.0 | 1.3 | 2.3 | 5.2 | 5.1 | 10.9 | 8.7 | -15.8 | 1.3 | 8.0 | 12.9 | -2.7 | 7.0 | 8.7 | -3.1 | 7.3 | 0.3 | 12.5 | 6.7 | 11.0 | 33.6 | -8.5 | 7.4 | 4.8 | 3.2 | 6.9 | 4.9 | 13.2 | 13.0 | 18.7 | 4.4 | 15.2 | 18.5 | 10.2 | 26.1 | 4.9 | 16.9 | 17.1 | 28.7 | 21.6 | 25.5 | 20.3 | 13.4 | 30.0 | 17.1 | 12.7 | 10.0 | 27.5 |
Sharpe Ratio | NA | -0.9 | 0.04 | -0.65 | -0.06 | 0.21 | NA | NA | 1.32 | 0.56 | -2.06 | 0.29 | 0.92 | 2.98 | -1.13 | 1.76 | 2.09 | -0.71 | 2.11 | 0.07 | 3.24 | 1.26 | 2.08 | 4.81 | -1.05 | 0.95 | 0.35 | 0.24 | 1.13 | 0.81 | 2.54 | 1.78 | 2.74 | 0.09 | 2.32 | 2.77 | 0.93 | 4.1 | 0.28 | 3.06 | 2.34 | 4.01 | 2.21 | 3.19 | 2.38 | 1.01 | 3.61 | 1.84 | 0.78 | 0.52 | 3.25 |
Draw Down(%) | NA | 2.9 | 6.2 | 20.9 | 20.9 | 20.9 | NA | NA | 20.9 | 7.0 | 19.9 | 3.4 | 16.4 | 2.0 | 3.7 | 1.5 | 2.9 | 5.8 | 2.2 | 6.4 | 1.7 | 4.2 | 3.7 | 4.3 | 20.0 | 2.4 | 2.1 | 2.7 | 4.0 | 4.9 | 2.3 | 4.1 | 2.6 | 8.3 | 2.3 | 2.6 | 4.1 | 1.5 | 6.3 | 2.3 | 3.3 | 2.1 | 3.6 | 2.5 | 2.5 | 6.3 | 3.0 | 3.6 | 6.5 | 4.3 | 4.6 |
Standard Deviation(%) | NA | 6.1 | 7.3 | 7.3 | 7.1 | 5.7 | NA | NA | 6.4 | 8.0 | 8.4 | 4.5 | 8.4 | 3.9 | 3.5 | 3.6 | 4.1 | 4.4 | 3.5 | 4.4 | 3.9 | 5.3 | 5.2 | 7.0 | 8.9 | 4.7 | 4.3 | 4.1 | 5.2 | 5.2 | 4.8 | 6.1 | 5.3 | 13.2 | 5.1 | 5.4 | 7.1 | 5.4 | 6.8 | 4.8 | 6.2 | 6.2 | 7.3 | 6.2 | 6.5 | 9.3 | 7.1 | 6.5 | 7.6 | 7.5 | 9.4 |
Treynor Ratio | NA | -0.06 | 0.0 | -0.05 | 0.0 | 0.01 | NA | NA | 0.1 | 0.05 | -0.19 | 0.01 | 0.05 | 0.14 | -0.05 | 0.07 | 0.13 | -0.04 | 0.1 | 0.0 | 0.14 | 0.08 | 0.13 | 0.49 | -0.13 | 0.06 | 0.02 | 0.01 | 0.07 | 0.05 | 0.17 | 0.13 | 0.18 | 0.01 | 0.17 | 0.15 | 0.06 | 0.28 | 0.02 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | 0.0 | -0.02 | 0.01 | -0.02 | 0.02 | -0.01 | 0.01 | 0.02 | -0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.07 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.04 | 0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 0.96 | 0.93 | 0.99 | 0.95 | NA | NA | 0.87 | 0.95 | 0.9 | 0.94 | 1.43 | 0.83 | 0.85 | 0.86 | 0.67 | 0.79 | 0.7 | 0.89 | 0.88 | 0.86 | 0.86 | 0.69 | 0.72 | 0.78 | 0.92 | 0.85 | 0.88 | 0.84 | 0.71 | 0.82 | 0.83 | 0.98 | 0.7 | 0.98 | 1.02 | 0.8 | 1.02 | 0.71 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.77 | 0.83 | 0.83 | 0.77 | 0.69 | NA | NA | 0.35 | 0.84 | 0.85 | 0.64 | 0.78 | 0.5 | 0.41 | 0.44 | 0.36 | 0.59 | 0.37 | 0.56 | 0.49 | 0.64 | 0.72 | 0.46 | 0.4 | 0.6 | 0.58 | 0.61 | 0.64 | 0.69 | 0.62 | 0.68 | 0.55 | 0.15 | 0.56 | 0.63 | 0.77 | 0.59 | 0.68 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 3.8 | 5.6 | 4.1 | 4.5 | 4.2 | 4.3 | 4.5 | 4.2 | 5.0 | 5.3 | 6.0 | 4.9 | 4.4 | 7.7 | 6.1 | 5.9 | 5.8 | 5.7 | 7.7 | 8.3 | 7.8 | 9.0 | 9.9 | 9.1 | 10.3 | 14.5 | 15.3 | 17.8 | 17.6 | 18.1 | 19.2 | 20.8 | 21.6 | 23.1 | 24.2 | 22.6 | 26.3 | 9.7 | 11.7 | 11.8 | 13.0 |
Dividend Growth(%) | N/A | -66.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.1 | -35.3 | 41.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -14.3 | -12.5 | -5.9 | 21.4 | 16.7 | -29.4 | 6.2 | 6.7 | 0.0 | 0.0 | -25.0 | -9.1 | 10.0 | -13.0 | -4.2 | 0.0 | -11.1 | -27.0 | -11.9 | -8.7 | -11.5 | -3.7 | -6.9 | -3.3 | -4.8 | -4.5 | -8.3 | -2.7 | -11.9 | 189.7 | -17.1 | -2.8 | 2.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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