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LBNYX: LORD ABBETT BOND DEBENTURE FUND INC CLASS I (MUTUAL FUND)
Basic Info 6.97 0(0.0%) April 24
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | (76%) |
Start Date: | 04/06/1998 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.96% |
Expenses | 0.58% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 0.5 | 5.7 | -1.4 | 2.1 | 3.5 | 6.7 | 5.5 | 5.5 | 7.1 | -12.8 | 3.5 | 7.7 | 13.8 | -4.2 | 9.4 | 12.6 | -1.6 | 4.8 | 8.2 | 13.5 | 4.4 | 12.8 | 35.2 | -19.4 | 5.8 | 10.4 | 2.0 | 9.2 | 20.6 | -0.7 | 5.4 | -0.7 | 4.2 | 0.3 |
Sharpe Ratio | NA | -0.96 | 0.32 | -0.77 | 0.07 | 0.46 | NA | NA | 0.83 | 0.54 | -2.41 | 1.03 | 0.76 | 4.29 | -1.42 | 3.32 | 2.45 | -0.37 | 1.03 | 2.33 | 4.09 | 0.78 | 2.89 | 6.56 | -2.27 | 0.74 | 3.0 | -0.07 | 2.61 | 6.66 | -0.45 | 0.65 | -0.94 | 0.25 | -0.72 |
Draw Down(%) | NA | 2.1 | 4.3 | 16.4 | 19.8 | 19.8 | NA | NA | 25.7 | 5.4 | 15.2 | 2.4 | 19.8 | 1.1 | 6.4 | 1.7 | 5.6 | 6.7 | 4.0 | 5.1 | 2.9 | 9.3 | 4.9 | 7.3 | 25.5 | 4.3 | 2.5 | 5.1 | 4.0 | 2.9 | 8.7 | 6.4 | 6.9 | 3.6 | 8.7 |
Standard Deviation(%) | NA | 4.1 | 4.9 | 5.0 | 6.0 | 5.2 | NA | NA | 4.8 | 5.4 | 5.9 | 3.3 | 9.7 | 2.9 | 3.9 | 2.7 | 5.1 | 4.3 | 4.6 | 3.5 | 3.3 | 5.6 | 4.4 | 5.4 | 8.9 | 3.8 | 2.4 | 2.8 | 3.2 | 3.0 | 4.0 | 4.9 | 5.1 | 4.0 | 4.0 |
Treynor Ratio | NA | -0.07 | 0.03 | -0.08 | 0.01 | 0.06 | NA | NA | 0.19 | 0.05 | -0.31 | 0.12 | 0.13 | 0.51 | -0.53 | 0.62 | -2.15 | -0.9 | -0.3 | 0.23 | -2.19 | -0.36 | 4.33 | 2.46 | -1.38 | -0.29 | 0.29 | -0.01 | 0.34 | -23.48 | 0.28 | -0.5 | -0.26 | 0.04 | 2.8 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | -0.03 | 0.02 | 0.01 | 0.04 | -0.02 | 0.03 | 0.05 | -0.01 | 0.02 | 0.03 | 0.05 | 0.02 | 0.05 | 0.12 | -0.09 | 0.01 | 0.03 | 0.0 | 0.03 | 0.07 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 |
Beta | NA | 0.56 | 0.55 | 0.49 | 0.49 | 0.38 | NA | NA | 0.21 | 0.54 | 0.47 | 0.29 | 0.56 | 0.24 | 0.1 | 0.14 | -0.06 | 0.02 | -0.16 | 0.36 | -0.06 | -0.12 | 0.03 | 0.14 | 0.15 | -0.1 | 0.25 | 0.15 | 0.24 | -0.01 | -0.06 | -0.06 | 0.19 | 0.25 | -0.01 |
RSquared | NA | 0.65 | 0.6 | 0.42 | 0.23 | 0.12 | NA | NA | 0.04 | 0.56 | 0.37 | 0.11 | 0.08 | 0.09 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.12 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.12 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.02 | 0.08 | 0.0 |
Yield(%) | N/A | 1.6 | 5.4 | 4.1 | 4.4 | 4.8 | 7.1 | 5.9 | N/A | 5.2 | 3.9 | 3.7 | 4.3 | 4.9 | 5.4 | 5.2 | 4.9 | 5.3 | 7.5 | 8.1 | 6.3 | 6.2 | 6.0 | 8.5 | 8.2 | 7.5 | 7.7 | 7.3 | 7.6 | 7.9 | 8.2 | 9.1 | 8.0 | 7.6 | 5.4 |
Dividend Growth(%) | N/A | -69.4 | 11.8 | -8.8 | -22.2 | -29.1 | N/A | N/A | N/A | 12.5 | 3.2 | -11.4 | -2.8 | -18.2 | 7.3 | 13.9 | -14.3 | -31.1 | -7.6 | 37.5 | 0.0 | 9.1 | -12.0 | -23.1 | 8.3 | 0.0 | 0.0 | -1.6 | 7.0 | -12.3 | -13.3 | 4.2 | 0.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1999
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