Find A Portfolio/Ticker
Comparison Box
LBNSX: LORD ABBETT BOND DEBENTURE FUND INC CLASS R4 (MUTUAL FUND)
Basic Info 7 0(0.0%) May 02
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 12/31/2024 |
12-Mo. Yield | 3.49% |
Expenses | 0.58% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/28/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 07/01/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -1.8 | 3.0 | 1.6 | 2.9 | 3.0 | 5.2 | 6.8 | -13.2 | 2.3 | 7.4 | 13.5 | -4.2 | 9.2 | 12.3 | -5.1 |
Sharpe Ratio | NA | -1.59 | -0.6 | -0.54 | 0.09 | 0.25 | -0.35 | 0.49 | -2.48 | 0.7 | 0.73 | 3.98 | -1.39 | 3.25 | 2.35 | -2.0 |
Draw Down(%) | NA | 5.3 | 5.6 | 8.1 | 17.3 | 19.8 | 2.1 | 5.5 | 15.8 | 2.8 | 19.8 | 1.1 | 6.6 | 1.8 | 5.7 | 6.2 |
Standard Deviation(%) | NA | 5.2 | 4.3 | 5.1 | 4.8 | 5.2 | 3.9 | 5.4 | 5.9 | 3.2 | 9.8 | 3.0 | 4.0 | 2.6 | 5.1 | 4.9 |
Treynor Ratio | NA | -0.15 | -0.04 | -0.05 | 0.01 | 0.02 | -0.02 | 0.05 | -0.29 | 0.08 | 0.07 | 0.38 | -0.3 | 0.41 | 0.75 | 2.92 |
Alpha | NA | -0.04 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | 0.0 | 0.03 | -0.02 | 0.03 | 0.04 | -0.04 |
Beta | NA | 0.56 | 0.58 | 0.54 | 0.52 | 0.53 | 0.57 | 0.57 | 0.5 | 0.29 | 1.04 | 0.32 | 0.19 | 0.21 | 0.16 | -0.03 |
RSquared | NA | 0.41 | 0.53 | 0.58 | 0.46 | 0.28 | 0.64 | 0.67 | 0.52 | 0.13 | 0.37 | 0.12 | 0.02 | 0.05 | 0.01 | 0.0 |
Yield(%) | N/A | 0.0 | 3.0 | 4.0 | 3.8 | N/A | 4.4 | 5.1 | 3.5 | 2.7 | 3.8 | 4.4 | 5.4 | 5.0 | 4.9 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -39.9 | 9.4 | N/A | N/A | -13.5 | 21.7 | 28.8 | -25.0 | -5.8 | -27.6 | 13.7 | 9.7 | 79.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2015
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 Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (36%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (31%)