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LAMSX: LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R4 (MUTUAL FUND)
Basic Info 20.61 0.01(0.05%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 5.03% |
Expenses | 0.92% |
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Performance Analytics (As of 04/19/2024)
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(%) | 1.0 | 6.5 | 20.9 | 7.1 | 11.3 | 11.4 | 16.4 | -13.6 | 25.7 | 15.4 | 26.6 | -4.8 | 19.1 | 15.2 | -0.8 |
Sharpe Ratio | NA | 1.29 | 1.22 | 0.29 | 0.46 | 0.56 | 1.01 | -0.68 | 1.9 | 0.44 | 2.29 | -0.41 | 2.99 | 1.31 | -0.09 |
Draw Down(%) | NA | 5.3 | 8.9 | 22.1 | 33.5 | 33.5 | 8.9 | 21.9 | 5.7 | 33.5 | 5.2 | 16.6 | 2.4 | 6.6 | 10.4 |
Standard Deviation(%) | NA | 10.7 | 11.0 | 16.1 | 20.6 | 17.5 | 12.1 | 22.1 | 13.5 | 34.4 | 11.0 | 14.9 | 6.2 | 11.4 | 16.4 |
Treynor Ratio | NA | 0.16 | 0.16 | 0.05 | 0.1 | 0.11 | 0.14 | -0.17 | 0.28 | 0.16 | 0.31 | -0.07 | 0.24 | 0.19 | -0.02 |
Alpha | NA | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 |
Beta | NA | 0.87 | 0.86 | 0.87 | 0.92 | 0.9 | 0.85 | 0.87 | 0.9 | 0.97 | 0.82 | 0.84 | 0.76 | 0.8 | 0.89 |
RSquared | NA | 0.92 | 0.91 | 0.92 | 0.94 | 0.93 | 0.91 | 0.95 | 0.85 | 0.97 | 0.89 | 0.91 | 0.75 | 0.91 | 0.95 |
Yield(%) | N/A | 0.2 | 1.6 | 5.0 | 5.8 | N/A | 1.7 | 4.8 | 9.3 | 3.7 | 7.0 | 8.2 | 8.8 | 9.5 | 7.8 |
Dividend Growth(%) | N/A | -85.7 | -72.0 | N/A | N/A | N/A | -72.0 | -39.0 | 173.3 | -36.2 | -26.0 | 2.4 | 0.0 | 9.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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