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LAPTX: LORD ABBETT CORE PLUS BOND FUND CLASS R2 (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/04/2015 |
Last Dividend Date: | 05/29/2020 |
12-Mo. Yield | 0.00% |
Expenses | 1.08% |
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Performance Analytics (As of 02/22/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.5 | 3.5 | 3.8 | 3.9 | 0.0 | 0.8 | 7.9 | -2.8 | 4.2 | 5.2 | -0.7 |
Sharpe Ratio | NA | -0.29 | 0.67 | 0.89 | 0.75 | 0.0 | 0.1 | 2.11 | -1.71 | 1.52 | 1.67 | -3.24 |
Draw Down(%) | NA | 11.0 | 11.0 | 11.0 | 11.0 | 0.0 | 11.0 | 1.8 | 3.4 | 1.3 | 3.1 | 1.1 |
Standard Deviation(%) | NA | 5.4 | 3.9 | 3.4 | 3.4 | NA | 5.5 | 3.1 | 2.4 | 2.4 | 3.0 | 3.1 |
Treynor Ratio | NA | -0.46 | 1.69 | 2.91 | 2.26 | NA | 0.16 | -0.97 | 1.77 | -0.43 | 3.06 | 2.69 |
Alpha | NA | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | 0.02 | 0.02 | -0.05 |
Beta | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | 0.03 | -0.07 | -0.02 | -0.08 | 0.02 | -0.04 |
RSquared | NA | 0.05 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.08 | 0.03 | 0.06 | 0.01 | 0.04 |
Yield(%) | N/A | 1.0 | 2.6 | 3.1 | N/A | 0.0 | 1.2 | 3.7 | 3.3 | 3.1 | 4.0 | 0.2 |
Dividend Growth(%) | N/A | -71.2 | N/A | N/A | N/A | -100.0 | -66.0 | 6.0 | 6.4 | -20.3 | 1866.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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