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LCACX: LORD ABBETT CALIBRATED LARGE CAP VALUE FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/23/2011 |
Last Dividend Date: | 02/20/2019 |
12-Mo. Yield | 0.14% |
Expenses | 1.50% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/23/2011 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.0 | 5.3 | 9.7 | 12.2 | -10.6 | 10.1 | 16.2 | -6.4 | 11.1 | 30.1 | 20.4 | 0.5 |
Sharpe Ratio | NA | 2.33 | 0.21 | 0.22 | 0.75 | 2.19 | -0.76 | 1.23 | 1.09 | -0.41 | 1.0 | 2.7 | 1.57 | 6.13 |
Draw Down(%) | NA | 1.7 | 19.9 | 19.9 | 19.9 | 1.7 | 19.9 | 5.5 | 12.3 | 14.3 | 8.4 | 5.6 | 9.9 | 0.2 |
Standard Deviation(%) | NA | 5.0 | 10.5 | 12.6 | 12.3 | 4.9 | 15.6 | 7.7 | 14.6 | 15.7 | 11.1 | 11.1 | 13.1 | 6.5 |
Treynor Ratio | NA | 0.64 | 0.03 | 0.03 | 0.1 | 0.6 | -0.12 | 0.09 | 0.15 | -0.06 | 0.11 | 0.31 | 0.2 | 1.18 |
Alpha | NA | 0.03 | -0.02 | -0.02 | -0.01 | 0.03 | -0.02 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | 0.02 | 0.19 |
Beta | NA | 0.18 | 0.74 | 0.89 | 0.93 | 0.18 | 0.98 | 1.07 | 1.09 | 1.01 | 1.0 | 0.98 | 1.02 | 0.34 |
RSquared | NA | 0.18 | 0.73 | 0.85 | 0.89 | 0.17 | 0.98 | 0.95 | 0.98 | 0.98 | 0.97 | 0.97 | 0.98 | 0.7 |
Yield(%) | N/A | 0.1 | 4.4 | 4.5 | N/A | 0.1 | 4.6 | 8.1 | 3.2 | 7.3 | 13.2 | 9.3 | 3.7 | 0.0 |
Dividend Growth(%) | N/A | -97.4 | -45.2 | N/A | N/A | -97.9 | -42.2 | 196.4 | -63.2 | -44.9 | 64.3 | 194.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/2011
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