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LINVX: L Abbett International Opport Fund Class (MUTUAL FUND)
Basic Info 19.31 0.18(0.94%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (68%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.71% |
Expenses | 1.01% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 2.2 | 7.6 | -1.9 | 5.0 | 2.7 | 15.1 | -19.8 | 9.5 | 14.7 | 21.6 | -23.5 | 38.4 | -3.0 | -2.9 |
Sharpe Ratio | NA | 0.25 | 0.31 | -0.25 | 0.18 | 0.18 | 0.83 | -0.96 | 0.65 | 0.51 | 1.94 | -1.84 | 5.05 | -0.2 | -0.4 |
Draw Down(%) | NA | 5.1 | 13.9 | 36.6 | 37.9 | 45.7 | 13.9 | 32.5 | 11.1 | 37.9 | 7.8 | 31.0 | 2.0 | 13.7 | 9.7 |
Standard Deviation(%) | NA | 11.1 | 12.2 | 16.7 | 18.9 | 16.6 | 13.1 | 22.1 | 14.5 | 28.3 | 10.4 | 13.5 | 7.5 | 16.3 | 14.5 |
Treynor Ratio | NA | 0.04 | 0.05 | -0.06 | 0.05 | 0.04 | 0.15 | -0.29 | 0.13 | 0.21 | 0.32 | -0.43 | 0.69 | -0.04 | -0.1 |
Alpha | NA | -0.03 | -0.05 | -0.03 | -0.02 | -0.02 | -0.01 | -0.02 | -0.03 | 0.0 | 0.01 | -0.1 | 0.09 | -0.05 | -0.01 |
Beta | NA | 0.68 | 0.76 | 0.73 | 0.7 | 0.69 | 0.71 | 0.74 | 0.75 | 0.69 | 0.62 | 0.58 | 0.55 | 0.85 | 0.61 |
RSquared | NA | 0.56 | 0.56 | 0.61 | 0.67 | 0.62 | 0.54 | 0.68 | 0.52 | 0.74 | 0.57 | 0.53 | 0.26 | 0.52 | 0.57 |
Yield(%) | N/A | 0.0 | 1.8 | 1.8 | 1.7 | N/A | 1.9 | 1.5 | 2.7 | 0.0 | 1.7 | 8.4 | 5.9 | 1.0 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | N/A | N/A | N/A | 0.0 | -40.7 | N/A | -100.0 | -86.2 | 90.5 | 493.8 | -78.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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