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LAPQX: LORD ABBETT CORE PLUS BOND FUND CLASS R3 (MUTUAL FUND)
Basic Info 12.54 0.02(0.16%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 12/04/2015 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.50% |
Expenses | 0.40% |
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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(%) | 0.5 | -2.1 | 1.9 | -3.1 | 0.3 | 0.9 | 6.7 | -14.5 | 0.2 | 6.9 | 9.6 | -1.2 | 4.3 | 5.3 | -0.7 |
Sharpe Ratio | NA | -2.02 | -0.33 | -0.91 | -0.25 | 0.04 | 0.38 | -2.32 | 0.07 | 1.1 | 2.69 | -1.01 | 1.56 | 1.71 | -3.29 |
Draw Down(%) | NA | 3.0 | 6.2 | 18.5 | 18.5 | 18.5 | 6.5 | 17.6 | 2.7 | 11.0 | 1.8 | 2.6 | 1.3 | 3.1 | 1.1 |
Standard Deviation(%) | NA | 5.5 | 6.2 | 6.0 | 5.5 | 4.6 | 6.6 | 6.8 | 2.9 | 6.1 | 3.0 | 2.5 | 2.4 | 3.0 | 3.0 |
Treynor Ratio | NA | -1.04 | -0.14 | -0.69 | -0.28 | 0.05 | 0.25 | -1.82 | 7.55 | 1.75 | -1.19 | 1.26 | -0.45 | 3.35 | 2.7 |
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 | 0.11 | 0.14 | 0.08 | 0.05 | 0.04 | 0.1 | 0.09 | 0.0 | 0.04 | -0.07 | -0.02 | -0.08 | 0.02 | -0.04 |
RSquared | NA | 0.05 | 0.08 | 0.06 | 0.04 | 0.02 | 0.04 | 0.1 | 0.0 | 0.05 | 0.08 | 0.02 | 0.06 | 0.0 | 0.04 |
Yield(%) | N/A | 1.2 | 4.7 | 3.1 | 3.4 | N/A | 4.7 | 2.6 | 2.4 | 4.1 | 3.7 | 3.3 | 3.2 | 4.1 | 0.2 |
Dividend Growth(%) | N/A | -75.0 | 38.6 | N/A | N/A | N/A | 53.8 | 5.4 | -41.3 | 18.9 | 6.0 | 4.2 | -21.3 | 1933.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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