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LARAX: Lord Abbett Credit Opportunities Fund (MUTUAL FUND)
Basic Info 8.97 0.01(0.11%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (19%) |
Start Date: | 09/18/2019 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 03/27/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 2.8 | 12.1 | 2.9 | 4.5 | 10.4 | -10.4 | 12.4 | 12.0 | 2.1 |
Sharpe Ratio | NA | 2.1 | 1.94 | 0.13 | 0.7 | 1.35 | -2.25 | 2.08 | 1.15 | 2.65 |
Draw Down(%) | NA | 0.9 | 2.8 | 14.5 | 21.9 | 3.6 | 12.5 | 3.7 | 21.9 | 0.7 |
Standard Deviation(%) | NA | 4.1 | 4.3 | 5.3 | 6.6 | 4.6 | 5.2 | 6.0 | 10.2 | 2.4 |
Treynor Ratio | NA | 1.06 | 0.67 | 0.06 | 0.33 | 0.47 | -1.05 | 1.02 | 0.77 | 0.53 |
Alpha | NA | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | -0.04 | 0.04 | 0.03 | 0.01 |
Beta | NA | 0.08 | 0.12 | 0.12 | 0.14 | 0.13 | 0.11 | 0.12 | 0.15 | 0.12 |
RSquared | NA | 0.05 | 0.12 | 0.15 | 0.22 | 0.15 | 0.28 | 0.08 | 0.28 | 0.22 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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