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LAPCX: LORD ABBETT CORE PLUS BOND FUND CLASS C (MUTUAL FUND)
Basic Info 12.51 0.03(0.24%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 12/04/2015 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.24% |
Expenses | 0.40% |
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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 07/10/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -1.7 | -47.6 | -3.6 | -0.2 | 0.5 | 6.4 | -14.7 | -0.1 | 6.5 | 9.2 | -1.5 | 3.8 | 4.9 | -0.8 |
Sharpe Ratio | NA | -1.76 | -0.42 | -0.91 | -0.29 | -0.02 | 0.32 | -2.34 | -0.04 | 1.03 | 2.58 | -1.13 | 1.37 | 1.6 | -3.4 |
Draw Down(%) | NA | 2.4 | 6.3 | 18.8 | 18.8 | 18.8 | 6.7 | 17.9 | 2.8 | 10.9 | 1.8 | 2.7 | 1.3 | 3.1 | 1.1 |
Standard Deviation(%) | NA | 5.4 | 6.2 | 5.9 | 5.5 | 4.6 | 6.6 | 6.9 | 2.9 | 6.0 | 3.0 | 2.5 | 2.3 | 2.9 | 3.1 |
Treynor Ratio | NA | -1.03 | -0.19 | -0.68 | -0.32 | -0.02 | 0.22 | -1.79 | -1.61 | 1.67 | -1.17 | 1.36 | -0.39 | 3.36 | 3.74 |
Alpha | NA | -0.05 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.06 | 0.0 | 0.02 | 0.04 | -0.01 | 0.02 | 0.02 | -0.05 |
Beta | NA | 0.09 | 0.13 | 0.08 | 0.05 | 0.04 | 0.1 | 0.09 | 0.0 | 0.04 | -0.07 | -0.02 | -0.08 | 0.01 | -0.03 |
RSquared | NA | 0.04 | 0.07 | 0.06 | 0.04 | 0.02 | 0.04 | 0.11 | 0.0 | 0.05 | 0.08 | 0.02 | 0.06 | 0.0 | 0.02 |
Yield(%) | N/A | 1.2 | 4.6 | 2.8 | 3.2 | N/A | 4.5 | 2.4 | 2.0 | 3.7 | 3.5 | 3.1 | 2.4 | 3.6 | 0.1 |
Dividend Growth(%) | N/A | -74.1 | 42.9 | N/A | N/A | N/A | 61.1 | 16.1 | -45.6 | 11.8 | 8.5 | 30.6 | -32.1 | 2550.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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