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LARYX: Lord Abbett Classic Stock I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/22/2001 |
Last Dividend Date: | 12/18/2012 |
12-Mo. Yield | 0.00% |
Expenses | 0.63% |
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Performance Analytics (As of 12/17/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/22/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -9.0 | -0.6 | 7.0 | 3.6 | 2.2 | -9.1 | 15.4 | -8.0 | 14.3 | 26.6 | -31.0 | 10.7 | 12.9 | 1.9 | 12.3 | 31.6 | -19.2 | -10.7 |
Sharpe Ratio | NA | -0.17 | -0.01 | 0.11 | NA | 0.05 | -0.26 | 1.09 | -0.31 | 0.7 | 0.91 | -0.86 | 0.51 | 1.03 | -0.03 | 0.98 | 1.74 | -0.78 | -1.11 |
Draw Down(%) | NA | 28.7 | 28.7 | 28.7 | 48.4 | 48.4 | 28.7 | 12.1 | 25.2 | 18.7 | 24.1 | 40.5 | 8.4 | 7.2 | 6.8 | 8.1 | 15.8 | 35.0 | 23.6 |
Standard Deviation(%) | NA | 53.8 | 46.8 | 64.6 | NA | 23.6 | 36.0 | 14.3 | 26.1 | 20.4 | 29.1 | 36.9 | 15.1 | 9.3 | 9.3 | 11.6 | 17.7 | 26.1 | 17.2 |
Treynor Ratio | NA | -0.08 | -0.01 | 0.06 | 0.03 | 0.01 | -0.09 | 0.14 | -0.07 | 0.13 | 0.25 | -0.35 | 0.08 | 0.11 | 0.0 | 0.11 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.18 | -0.1 | -0.1 | -0.08 | -0.02 | -0.13 | -0.01 | -0.04 | -0.01 | -0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.01 | NA | NA | NA |
Beta | NA | 1.12 | 1.11 | 1.09 | 1.0 | 0.99 | 1.08 | 1.09 | 1.09 | 1.08 | 1.06 | 0.9 | 0.94 | 0.89 | 0.89 | 1.03 | NA | NA | NA |
RSquared | NA | 0.09 | 0.27 | 0.29 | 0.18 | 0.63 | 0.15 | 0.96 | 0.99 | 0.94 | 0.98 | 0.99 | 0.98 | 0.95 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.5 | 1.1 | 1.5 | 3.0 | N/A | 0.0 | 1.7 | 1.1 | 0.9 | 1.1 | 1.0 | 8.0 | 4.9 | 4.6 | 4.2 | 0.6 | 0.0 | 0.5 |
Dividend Growth(%) | N/A | N/A | -66.3 | -74.3 | N/A | N/A | -100.0 | 50.0 | 39.1 | -4.2 | -22.6 | -87.0 | 75.7 | 6.2 | 15.3 | 753.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2001
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