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LAPVX: LORD ABBETT CORE PLUS BOND FUND CLASS R5 (MUTUAL FUND)
Basic Info 12.48 0.04(0.32%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 12/04/2015 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.87% |
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(%) | -0.2 | -2.4 | 1.0 | -2.9 | 0.6 | 1.3 | 7.3 | -14.1 | 0.7 | 7.4 | 10.1 | -0.7 | 4.9 | 5.8 | -0.7 |
Sharpe Ratio | NA | -1.97 | -0.25 | -0.82 | -0.16 | 0.15 | 0.45 | -2.23 | 0.24 | 1.18 | 2.84 | -0.79 | 1.77 | 1.85 | -2.98 |
Draw Down(%) | NA | 2.9 | 5.9 | 18.1 | 18.1 | 18.1 | 6.1 | 17.3 | 2.6 | 11.0 | 1.8 | 2.5 | 1.3 | 2.9 | 1.1 |
Standard Deviation(%) | NA | 5.5 | 6.3 | 6.0 | 5.6 | 4.7 | 6.7 | 7.0 | 3.0 | 6.1 | 3.1 | 2.6 | 2.4 | 3.0 | 3.2 |
Treynor Ratio | NA | -1.06 | -0.11 | -0.6 | -0.18 | 0.19 | 0.3 | -1.67 | -20.31 | 1.92 | -1.28 | 0.93 | -0.53 | 3.68 | 2.18 |
Alpha | NA | -0.05 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.06 | 0.0 | 0.02 | 0.04 | -0.01 | 0.02 | 0.02 | -0.04 |
Beta | NA | 0.1 | 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 | 0.07 | 0.06 | 0.04 | 0.02 | 0.04 | 0.11 | 0.0 | 0.05 | 0.08 | 0.02 | 0.05 | 0.0 | 0.05 |
Yield(%) | N/A | 1.4 | 5.4 | 3.6 | 4.0 | N/A | 5.4 | 3.0 | 2.8 | 4.6 | 4.4 | 3.9 | 3.2 | 4.5 | 0.3 |
Dividend Growth(%) | N/A | -73.9 | 36.5 | N/A | N/A | N/A | 50.0 | 4.5 | -37.1 | 11.1 | 6.8 | 22.9 | -28.4 | 1575.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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