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LGLIX: LORD ABBETT GROWTH LEADERS FUND CLASS I (MUTUAL FUND)
Basic Info 38.31 0.2(0.52%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (18%) |
Start Date: | 06/30/2011 |
Last Dividend Date: | 11/23/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.91% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.9 | 11.8 | 35.7 | -1.2 | 14.1 | 14.2 | 14.4 | 33.3 | -38.7 | 8.6 | 77.6 | 36.4 | -1.1 | 31.6 | 0.8 | 7.0 | 10.4 | 47.2 | 10.4 | -8.2 |
Sharpe Ratio | NA | 3.02 | 2.06 | -0.07 | 0.49 | 0.6 | 0.62 | 1.44 | -1.23 | 0.36 | 2.11 | 1.89 | -0.1 | 2.55 | 0.04 | 0.4 | 0.7 | 3.21 | 0.66 | -0.46 |
Draw Down(%) | NA | 4.4 | 14.8 | 46.0 | 46.0 | 46.0 | 46.0 | 14.8 | 40.1 | 17.4 | 30.4 | 13.1 | 26.9 | 4.3 | 13.1 | 14.1 | 8.7 | 5.3 | 12.0 | 20.5 |
Standard Deviation(%) | NA | 22.1 | 20.0 | 25.3 | 27.4 | 22.9 | 22.4 | 20.3 | 32.7 | 23.6 | 36.5 | 18.6 | 24.6 | 12.2 | 14.2 | 17.3 | 14.9 | 14.7 | 15.7 | 34.5 |
Treynor Ratio | NA | 0.56 | 0.37 | -0.02 | 0.14 | 0.14 | 0.14 | 0.28 | -0.46 | 0.08 | 0.77 | 0.43 | -0.02 | 0.24 | 0.01 | 0.07 | 0.1 | 0.41 | 0.1 | -0.16 |
Alpha | NA | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | -0.02 | -0.02 | 0.05 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | 0.02 | -0.03 | -0.01 |
Beta | NA | 1.2 | 1.11 | 0.93 | 0.97 | 0.98 | 0.99 | 1.04 | 0.87 | 1.06 | 1.0 | 0.82 | 1.15 | 1.32 | 0.92 | 1.04 | 1.05 | 1.15 | 1.04 | 1.0 |
RSquared | NA | 0.95 | 0.94 | 0.94 | 0.94 | 0.92 | 0.92 | 0.93 | 0.96 | 0.93 | 0.96 | 0.66 | 0.96 | 0.87 | 0.91 | 0.94 | 0.92 | 0.89 | 0.92 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2011
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