Find A Portfolio/Ticker
Comparison Box
LATOX: Lord Abbett Amt Free Muni Bond Cl F3 (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2017 |
Last Dividend Date: | 02/28/2019 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.6 | 1.4 | 0.3 | 3.5 |
Sharpe Ratio | NA | -1.37 | 0.41 | 0.67 | -0.29 | 1.84 |
Draw Down(%) | NA | 3.5 | 3.8 | 0.5 | 3.8 | 1.5 |
Standard Deviation(%) | NA | 1.7 | 2.6 | 1.4 | 3.4 | 2.2 |
Treynor Ratio | NA | 1.31 | -1.39 | -0.37 | -2.85 | -0.66 |
Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 |
Beta | NA | -0.02 | -0.01 | -0.02 | 0.0 | -0.06 |
RSquared | NA | 0.03 | 0.0 | 0.05 | 0.0 | 0.04 |
Yield(%) | N/A | 2.5 | N/A | 0.6 | 3.3 | 1.3 |
Dividend Growth(%) | N/A | N/A | N/A | -81.1 | 165.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |