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LBNRX: LORD ABBETT BOND DEBENTURE FUND INC CLASS R3 (MUTUAL FUND)
Basic Info 7.04 0.01(0.14%) May 30
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | (13%) |
Start Date: | 10/03/2007 |
Last Dividend Date: | 04/30/2025 |
12-Mo. Yield | 2.82% |
Expenses | 0.58% |
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Performance Analytics (As of 05/30/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/03/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -1.1 | 2.8 | 1.8 | 1.8 | 2.6 | 4.7 | 4.4 | 5.0 | 6.1 | -13.4 | 1.7 | 7.2 | 13.2 | -4.5 | 8.9 | 12.0 | -1.9 | 4.2 | 7.6 | 13.1 | 3.7 | 12.3 | 34.7 | -20.0 | -1.3 |
Sharpe Ratio | NA | -1.2 | -0.11 | -0.3 | -0.05 | 0.23 | NA | 0.67 | -0.42 | 0.35 | -2.51 | 0.5 | 0.71 | 4.05 | -1.5 | 3.23 | 2.3 | -0.46 | 1.17 | 2.25 | 3.94 | 0.66 | 2.78 | 6.4 | -2.34 | -2.18 |
Draw Down(%) | NA | 5.3 | 5.6 | 7.2 | 17.4 | 19.8 | NA | 26.2 | 2.1 | 5.7 | 15.9 | 2.8 | 19.8 | 1.1 | 6.7 | 1.7 | 5.7 | 6.9 | 4.0 | 5.1 | 2.9 | 9.6 | 5.0 | 7.3 | 25.8 | 3.1 |
Standard Deviation(%) | NA | 4.8 | 4.2 | 5.0 | 4.7 | 5.1 | NA | 5.2 | 3.8 | 5.2 | 5.9 | 3.3 | 9.7 | 2.9 | 3.9 | 2.6 | 5.1 | 4.2 | 3.5 | 3.4 | 3.3 | 5.6 | 4.4 | 5.4 | 8.9 | 3.5 |
Treynor Ratio | NA | -0.11 | -0.01 | -0.03 | -0.01 | 0.03 | NA | 0.12 | -0.03 | 0.03 | -0.31 | 0.07 | 0.13 | 0.47 | -0.44 | 0.63 | -1.41 | -0.8 | -0.32 | 0.27 | -1.61 | -0.21 | -17.33 | 2.15 | -1.57 | 0.43 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.0 | -0.03 | 0.01 | 0.01 | 0.04 | -0.02 | 0.03 | 0.05 | -0.01 | 0.02 | 0.03 | 0.05 | 0.02 | 0.05 | 0.11 | -0.09 | -0.02 |
Beta | NA | 0.51 | 0.52 | 0.52 | 0.48 | 0.41 | NA | 0.28 | 0.53 | 0.54 | 0.47 | 0.22 | 0.55 | 0.25 | 0.13 | 0.13 | -0.08 | 0.02 | -0.13 | 0.28 | -0.08 | -0.17 | -0.01 | 0.16 | 0.13 | -0.18 |
RSquared | NA | 0.32 | 0.42 | 0.49 | 0.37 | 0.16 | NA | 0.06 | 0.59 | 0.58 | 0.38 | 0.07 | 0.08 | 0.09 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.08 | 0.0 | 0.02 | 0.0 | 0.02 | 0.01 | 0.06 |
Yield(%) | N/A | 1.9 | 4.8 | 4.2 | 3.5 | 3.9 | 5.2 | N/A | 4.2 | 4.4 | 3.3 | 2.0 | 3.6 | 4.1 | 5.2 | 4.7 | 4.6 | 4.9 | 7.0 | 7.3 | 6.0 | 6.0 | 5.7 | 8.0 | 6.9 | 1.0 |
Dividend Growth(%) | N/A | -53.4 | 12.5 | 32.6 | -25.9 | N/A | N/A | N/A | -4.1 | 11.3 | 64.3 | -41.6 | -4.6 | -29.4 | 14.8 | 9.7 | -11.4 | -32.0 | -4.9 | 28.8 | -1.5 | 12.7 | -11.7 | -13.9 | 551.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2007
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