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LBNSX: LORD ABBETT BOND DEBENTURE FUND INC CLASS R4 (MUTUAL FUND)
Basic Info 7.06 0.03(0.43%) May 03
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.78% |
Expenses | 0.58% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/26/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 1.2 | 5.7 | -1.6 | 1.9 | 2.2 | 6.8 | -13.1 | 3.2 | 7.4 | 13.5 | -4.2 | 9.2 | 12.3 | -5.1 |
Sharpe Ratio | NA | -0.06 | 0.4 | -0.78 | 0.04 | 0.37 | 0.49 | -2.46 | 0.97 | 0.73 | 3.98 | -1.38 | 3.25 | 2.35 | -2.0 |
Draw Down(%) | NA | 2.1 | 4.3 | 16.6 | 19.8 | 19.8 | 5.5 | 15.4 | 2.4 | 19.8 | 1.1 | 6.6 | 1.8 | 5.7 | 6.2 |
Standard Deviation(%) | NA | 4.2 | 4.8 | 5.0 | 6.0 | 5.3 | 5.4 | 5.9 | 3.3 | 9.8 | 3.0 | 4.0 | 2.6 | 5.1 | 4.9 |
Treynor Ratio | NA | 0.0 | 0.03 | -0.08 | 0.0 | 0.04 | 0.05 | -0.29 | 0.09 | 0.06 | 0.38 | -0.29 | 0.41 | 0.75 | 2.92 |
Alpha | NA | 0.02 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.03 | 0.01 | -0.02 | 0.03 | -0.02 | 0.03 | 0.04 | -0.04 |
Beta | NA | 0.58 | 0.56 | 0.52 | 0.62 | 0.54 | 0.57 | 0.5 | 0.34 | 1.27 | 0.32 | 0.19 | 0.21 | 0.16 | -0.03 |
RSquared | NA | 0.69 | 0.66 | 0.54 | 0.41 | 0.27 | 0.67 | 0.52 | 0.16 | 0.46 | 0.12 | 0.02 | 0.05 | 0.01 | 0.0 |
Yield(%) | N/A | 1.3 | 4.7 | 3.7 | 3.9 | N/A | 5.1 | 3.7 | 3.2 | 3.6 | 4.6 | 5.4 | 5.2 | 4.9 | 2.6 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | N/A | N/A | N/A | 16.1 | 14.8 | -6.9 | -14.7 | -24.4 | 9.8 | 13.9 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2018
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