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LAPUX: LORD ABBETT CORE PLUS BOND FUND CLASS R4 (MUTUAL FUND)
Basic Info 12.52 0.03(0.24%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 12/04/2015 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.68% |
Expenses | 0.40% |
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Performance Analytics (As of 04/24/2024)
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(%) | -0.1 | -2.2 | 1.6 | -3.0 | 0.4 | 1.1 | 7.0 | -14.3 | 0.5 | 7.1 | 9.8 | -1.0 | 4.6 | 5.6 | -0.7 |
Sharpe Ratio | NA | -2.03 | -0.3 | -0.87 | -0.21 | 0.1 | 0.41 | -2.29 | 0.16 | 1.14 | 2.77 | -0.89 | 1.67 | 1.78 | -3.09 |
Draw Down(%) | NA | 2.9 | 6.0 | 18.3 | 18.3 | 18.3 | 6.2 | 17.5 | 2.7 | 10.9 | 1.8 | 2.6 | 1.3 | 3.0 | 1.1 |
Standard Deviation(%) | NA | 5.4 | 6.3 | 6.0 | 5.6 | 4.6 | 6.7 | 6.9 | 2.9 | 6.0 | 3.0 | 2.6 | 2.4 | 3.0 | 3.2 |
Treynor Ratio | NA | -1.04 | -0.13 | -0.63 | -0.23 | 0.12 | 0.27 | -1.7 | 1.64 | 1.97 | -1.25 | 1.11 | -0.49 | 3.13 | 2.29 |
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 | 0.11 | 0.0 | 0.04 | 0.08 | 0.02 | 0.06 | 0.01 | 0.05 |
Yield(%) | N/A | 1.4 | 5.1 | 3.3 | 3.7 | N/A | 4.9 | 2.6 | 2.7 | 4.3 | 4.0 | 3.8 | 3.2 | 4.2 | 0.2 |
Dividend Growth(%) | N/A | -71.4 | 43.5 | N/A | N/A | N/A | 57.5 | -7.0 | -34.8 | 13.8 | 1.8 | 18.8 | -22.6 | 1966.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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