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LICYX: LORD ABBETT INTERNATIONAL CORE EQUITY FUND CLASS I (MUTUAL FUND)
Basic Info 15.39 0.07(0.46%) May 09
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (86%) |
Start Date: | 01/02/2004 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.01% |
Expenses | 1.22% |
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Performance Analytics (As of 05/07/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/05/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 11.0 | 15.4 | 1.3 | 8.1 | 4.0 | 6.2 | 5.5 | 5.2 | 12.6 | -18.6 | 11.8 | 17.3 | 21.7 | -17.9 | 25.5 | -1.5 | -2.4 | -9.1 | 22.8 | 15.0 | -11.9 | 6.8 | 33.8 | -42.5 | 14.1 | 24.0 | 17.6 | 14.2 |
Sharpe Ratio | NA | 2.31 | 0.9 | -0.04 | 0.27 | 0.15 | NA | NA | 0.21 | 0.64 | -0.96 | 0.5 | 0.57 | 1.86 | -1.29 | 2.86 | -0.09 | -0.16 | -0.78 | 1.74 | 0.94 | -0.46 | 0.31 | 1.15 | -1.15 | 0.63 | 1.47 | 1.58 | 1.07 |
Draw Down(%) | NA | 5.2 | 11.8 | 36.1 | 36.1 | 36.1 | NA | NA | 59.0 | 11.8 | 29.5 | 13.4 | 32.5 | 7.9 | 25.9 | 2.5 | 11.9 | 15.8 | 14.4 | 10.3 | 16.2 | 25.7 | 21.3 | 26.4 | 53.1 | 13.7 | 17.1 | 8.0 | 10.9 |
Standard Deviation(%) | NA | 11.7 | 12.1 | 19.4 | 20.9 | 17.8 | NA | NA | 19.6 | 13.1 | 20.9 | 23.7 | 29.6 | 10.9 | 14.9 | 8.7 | 18.3 | 15.3 | 11.7 | 13.1 | 16.1 | 26.0 | 21.3 | 29.4 | 37.8 | 17.8 | 14.2 | 9.8 | 12.4 |
Treynor Ratio | NA | 0.27 | 0.11 | -0.01 | 0.06 | 0.03 | NA | NA | 0.04 | 0.09 | -0.21 | 0.12 | 0.18 | 0.21 | -0.18 | 0.24 | -0.02 | -0.03 | -0.09 | 0.23 | 0.16 | -0.13 | 0.07 | 0.34 | -0.49 | 0.12 | 0.22 | 0.18 | 0.17 |
Alpha | NA | 0.05 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.03 | 0.0 | 0.03 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 | 0.0 | 0.02 | 0.0 |
Beta | NA | 1.0 | 0.96 | 0.96 | 0.96 | 0.97 | NA | NA | 0.94 | 0.98 | 0.95 | 1.01 | 0.94 | 0.98 | 1.06 | 1.06 | 1.0 | 0.95 | 0.99 | 0.98 | 0.93 | 0.94 | 0.96 | 0.99 | 0.88 | 0.95 | 0.96 | 0.84 | 0.77 |
RSquared | NA | 0.86 | 0.92 | 0.64 | 0.78 | 0.82 | NA | NA | 0.87 | 0.94 | 0.96 | 0.3 | 0.95 | 0.91 | 0.91 | 0.81 | 0.93 | 0.92 | 0.9 | 0.91 | 0.92 | 0.96 | 0.91 | 0.93 | 0.92 | 0.82 | 0.83 | 0.76 | 0.72 |
Yield(%) | N/A | 0.0 | 2.0 | 5.0 | 4.8 | 3.1 | 4.0 | 4.7 | N/A | 2.1 | 1.8 | 12.5 | 1.5 | 2.0 | 1.9 | 2.6 | 2.5 | 1.6 | 1.4 | 2.6 | 2.8 | 2.2 | 1.4 | 1.2 | 1.7 | 11.0 | 7.5 | 3.6 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | -4.5 | 252.9 | 135.0 | -7.2 | N/A | N/A | N/A | -6.9 | -85.6 | 857.1 | -8.7 | -17.9 | -9.7 | 3.3 | 50.0 | 0.0 | -35.5 | 3.3 | 11.1 | 58.8 | 54.5 | -59.3 | -84.2 | 67.6 | 142.9 | 740.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2004
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