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LAMTX: LORD ABBETT CALIBRATED DIVIDEND GROWTH FUND CLASS R5 (MUTUAL FUND)
Basic Info 20.91 0.1(0.48%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 5.16% |
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(%) | 0.8 | 6.6 | 19.2 | 7.8 | 11.6 | 11.7 | 16.7 | -13.4 | 26.0 | 15.8 | 26.9 | -4.5 | 19.4 | 15.5 | -0.6 |
Sharpe Ratio | NA | 1.32 | 1.24 | 0.31 | 0.48 | 0.58 | 1.03 | -0.67 | 1.93 | 0.45 | 2.32 | -0.39 | 3.02 | 1.34 | -0.08 |
Draw Down(%) | NA | 5.3 | 8.9 | 22.0 | 33.5 | 33.5 | 8.9 | 21.8 | 5.7 | 33.5 | 5.2 | 16.6 | 2.4 | 6.5 | 10.4 |
Standard Deviation(%) | NA | 10.8 | 11.1 | 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 | 0.06 | 0.11 | 0.11 | 0.15 | -0.17 | 0.29 | 0.16 | 0.31 | -0.07 | 0.25 | 0.19 | -0.01 |
Alpha | NA | 0.02 | 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 | 0.87 | 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 | 0.9 | 0.92 | 0.94 | 0.93 | 0.91 | 0.95 | 0.85 | 0.97 | 0.89 | 0.91 | 0.74 | 0.91 | 0.95 |
Yield(%) | N/A | 0.3 | 1.8 | 5.2 | 6.0 | N/A | 1.9 | 5.0 | 9.6 | 3.9 | 7.3 | 8.4 | 9.0 | 9.6 | 7.9 |
Dividend Growth(%) | N/A | -84.4 | -69.2 | N/A | N/A | N/A | -69.2 | -38.8 | 165.6 | -35.4 | -24.4 | 2.3 | 1.6 | 9.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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