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LARSX: LORD ABBETT MULTI-ASSET GLOBAL OPPORTUNITY FUND CLASS R4 (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/01/2015 |
Last Dividend Date: | 06/18/2019 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.1 | -11.4 | 13.0 | -14.0 | 12.7 | 8.9 | -8.5 |
Sharpe Ratio | NA | 1.98 | 0.34 | 0.18 | 1.9 | -1.28 | 2.15 | 0.71 | -1.23 |
Draw Down(%) | NA | 3.9 | 18.9 | 18.9 | 3.9 | 20.0 | 2.0 | 9.4 | 11.4 |
Standard Deviation(%) | NA | 6.1 | 8.3 | 9.9 | 6.1 | 11.9 | 5.6 | 12.2 | 13.2 |
Treynor Ratio | NA | 0.38 | 0.05 | 0.03 | 0.37 | -0.23 | 0.17 | 0.11 | -0.25 |
Alpha | NA | 0.01 | -0.02 | -0.02 | 0.01 | -0.05 | -0.01 | 0.0 | -0.06 |
Beta | NA | 0.31 | 0.56 | 0.63 | 0.31 | 0.67 | 0.71 | 0.79 | 0.65 |
RSquared | NA | 0.42 | 0.74 | 0.74 | 0.42 | 0.9 | 0.78 | 0.78 | 0.78 |
Yield(%) | N/A | 0.6 | 2.9 | N/A | 0.6 | 3.0 | 3.9 | 4.8 | 6.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -82.9 | -16.7 | -14.3 | -32.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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