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LDMQX: LORD ABBETT EMERGING MARKETS CURRENCY FUND CLASS R2 (MUTUAL FUND)
Basic Info
Asset Class: | Currency |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/03/2007 |
Last Dividend Date: | 10/30/2020 |
12-Mo. Yield | 3.69% |
Expenses | 1.36% |
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Performance Analytics (As of 11/24/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.5 | 6.7 | 4.5 | 1.6 | 1.7 | 0.0 | 3.3 | 15.2 | -6.7 | 10.3 | 5.3 | -9.3 | -5.8 | -3.6 | 10.3 | -6.2 | 5.4 | 20.2 | -11.6 | 3.5 |
Sharpe Ratio | NA | 1.88 | 0.84 | 0.56 | 0.18 | 0.16 | 0.0 | 0.26 | 3.3 | -1.32 | 1.79 | 0.58 | -1.22 | -0.98 | -0.59 | 1.46 | -0.66 | 0.62 | 1.78 | -0.95 | 0.75 |
Draw Down(%) | NA | 0.2 | 22.6 | 22.6 | 22.8 | 27.4 | 0.0 | 22.6 | 1.9 | 11.9 | 3.1 | 4.8 | 11.3 | 11.1 | 9.0 | 7.1 | 13.6 | 8.9 | 8.5 | 27.4 | 6.6 |
Standard Deviation(%) | NA | 0.8 | 7.3 | 6.8 | 7.0 | 8.5 | NA | 11.9 | 4.2 | 6.1 | 5.4 | 8.8 | 7.7 | 6.0 | 6.1 | 7.1 | 9.4 | 8.5 | 11.3 | 13.2 | 17.4 |
Treynor Ratio | NA | 0.0 | 0.21 | 0.13 | 0.02 | 0.02 | 0.0 | 0.0 | 0.46 | -0.22 | 0.46 | 0.05 | -0.11 | -0.07 | -0.04 | 0.08 | -0.06 | 0.07 | 0.23 | -0.19 | 0.19 |
Alpha | NA | 0.0 | 0.03 | 0.02 | 0.01 | 0.01 | NA | NA | 0.05 | -0.03 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.01 | 0.07 | -0.05 | 0.03 |
Beta | NA | 0.07 | 0.29 | 0.28 | 0.74 | 0.79 | NA | NA | 0.3 | 0.37 | 0.21 | 0.99 | 0.88 | 0.86 | 0.97 | 1.26 | 1.11 | 0.75 | 0.88 | 0.67 | 0.69 |
RSquared | NA | 0.0 | 0.01 | 0.03 | 0.27 | 0.33 | 0.0 | 0.0 | 0.11 | 0.11 | 0.05 | 0.42 | 0.62 | 0.36 | 0.61 | 0.84 | 0.85 | 0.82 | 0.4 | 0.15 | 0.05 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 1.8 | 1.9 | 2.4 | 4.0 | 2.1 | 3.9 | 5.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | -25.0 | -40.7 | 125.0 | -53.8 | -35.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2007
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