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LAMHX: LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 20.77 0.09(0.43%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 5.13% |
Expenses | 0.92% |
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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(%) | -2.0 | 5.0 | 17.6 | 7.3 | 11.6 | 11.5 | 16.7 | -13.2 | 25.9 | 15.8 | 27.0 | -4.4 | 19.5 | 15.6 | -0.5 |
Sharpe Ratio | NA | 2.22 | 1.62 | 0.37 | 0.51 | 0.6 | 1.04 | -0.67 | 1.94 | 0.45 | 2.34 | -0.38 | 3.04 | 1.34 | -0.07 |
Draw Down(%) | NA | 3.4 | 8.8 | 21.9 | 33.5 | 33.5 | 8.8 | 21.7 | 5.7 | 33.5 | 5.2 | 16.6 | 2.4 | 6.6 | 10.4 |
Standard Deviation(%) | NA | 10.9 | 11.0 | 16.1 | 20.6 | 17.5 | 12.1 | 22.1 | 13.4 | 34.5 | 10.9 | 14.9 | 6.2 | 11.5 | 16.4 |
Treynor Ratio | NA | 0.27 | 0.21 | 0.07 | 0.11 | 0.12 | 0.15 | -0.17 | 0.28 | 0.16 | 0.31 | -0.07 | 0.25 | 0.19 | -0.01 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 |
Beta | NA | 0.89 | 0.87 | 0.87 | 0.92 | 0.9 | 0.85 | 0.86 | 0.91 | 0.97 | 0.81 | 0.84 | 0.77 | 0.81 | 0.89 |
RSquared | NA | 0.92 | 0.91 | 0.93 | 0.95 | 0.94 | 0.91 | 0.95 | 0.88 | 0.97 | 0.89 | 0.91 | 0.75 | 0.91 | 0.95 |
Yield(%) | N/A | 0.3 | 1.8 | 5.2 | 6.1 | N/A | 1.9 | 5.0 | 9.5 | 4.0 | 7.3 | 8.4 | 9.0 | 9.7 | 7.9 |
Dividend Growth(%) | N/A | -84.4 | -69.2 | N/A | N/A | N/A | -69.2 | -38.8 | 161.5 | -34.3 | -24.4 | 2.3 | 0.8 | 10.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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