Find A Portfolio/Ticker
Comparison Box
LINYX: LORD ABBETT INTERNATIONAL OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 18.63 0.09(0.48%) April 25
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | (81%) |
Start Date: | 11/18/1998 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.70% |
Expenses | 1.01% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/01/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | -0.7 | 4.9 | -2.6 | 4.6 | 3.9 | 9.0 | 6.1 | 4.2 | 15.0 | -19.8 | 9.4 | 14.6 | 21.5 | -23.6 | 38.2 | -3.1 | 10.1 | -5.6 | 31.5 | 20.8 | -14.9 | 21.6 | 49.7 | -51.0 | 4.6 | 29.1 | 25.8 | 21.0 | 43.3 | -21.7 | -30.9 | -23.2 | 27.9 | 4.3 |
Sharpe Ratio | NA | -0.84 | -0.11 | -0.31 | 0.14 | 0.18 | NA | NA | 0.16 | 0.83 | -0.96 | 0.65 | 0.5 | 1.94 | -1.85 | 5.04 | -0.2 | 0.76 | -0.44 | 2.76 | 1.33 | -0.59 | 1.11 | 1.98 | -1.39 | 0.08 | 1.59 | 2.33 | 1.4 | 4.08 | -1.69 | -1.62 | -1.16 | 1.19 | 3.34 |
Draw Down(%) | NA | 5.1 | 13.9 | 36.7 | 37.9 | 45.8 | NA | NA | 71.5 | 13.9 | 32.6 | 11.1 | 37.9 | 7.8 | 31.1 | 2.1 | 13.7 | 12.0 | 15.1 | 9.0 | 15.9 | 26.3 | 18.0 | 22.1 | 60.5 | 17.4 | 20.6 | 7.0 | 13.5 | 11.9 | 29.2 | 45.2 | 43.8 | 10.6 | 3.9 |
Standard Deviation(%) | NA | 10.6 | 12.0 | 16.7 | 18.9 | 16.2 | NA | NA | 18.6 | 13.1 | 22.2 | 14.4 | 28.4 | 10.4 | 13.4 | 7.5 | 16.3 | 13.3 | 13.0 | 11.4 | 15.8 | 25.2 | 19.4 | 25.0 | 37.2 | 19.8 | 16.4 | 10.1 | 14.3 | 10.4 | 13.5 | 20.8 | 23.5 | 20.8 | 12.1 |
Treynor Ratio | NA | -0.1 | -0.01 | -0.05 | 0.03 | 0.03 | NA | NA | 0.03 | 0.12 | -0.21 | 0.11 | 0.16 | 0.24 | -0.27 | 0.47 | -0.04 | 0.11 | -0.07 | 0.38 | 0.23 | -0.16 | 0.24 | 0.52 | -0.47 | 0.01 | 0.23 | 0.25 | 0.2 | 0.49 | -0.22 | -0.27 | -0.23 | 0.38 | 0.65 |
Alpha | NA | -0.05 | -0.03 | -0.03 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | -0.05 | -0.01 | 0.05 | 0.01 | -0.01 | 0.05 | -0.04 | 0.02 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.03 | -0.04 | 0.01 | -0.01 | 0.01 | -0.04 | -0.03 | -0.12 | -0.12 | -0.08 | 0.06 | 0.1 |
Beta | NA | 0.87 | 0.89 | 0.95 | 0.91 | 0.89 | NA | NA | 0.95 | 0.91 | 1.0 | 0.86 | 0.88 | 0.83 | 0.92 | 0.81 | 0.81 | 0.88 | 0.83 | 0.83 | 0.89 | 0.94 | 0.89 | 0.95 | 1.1 | 1.13 | 1.13 | 0.95 | 1.0 | 0.87 | 1.03 | 1.24 | 1.19 | 0.65 | 0.62 |
RSquared | NA | 0.86 | 0.88 | 0.86 | 0.88 | 0.85 | NA | NA | 0.75 | 0.89 | 0.92 | 0.7 | 0.93 | 0.81 | 0.86 | 0.75 | 0.81 | 0.88 | 0.63 | 0.83 | 0.88 | 0.94 | 0.89 | 0.91 | 0.87 | 0.78 | 0.83 | 0.77 | 0.77 | 0.64 | 0.63 | 0.5 | 0.23 | 0.08 | 0.19 |
Yield(%) | N/A | 0.0 | 1.8 | 1.8 | 1.8 | 3.3 | 5.9 | 4.6 | N/A | 1.9 | 1.5 | 2.7 | 0.0 | 1.7 | 8.4 | 5.9 | 1.0 | 4.7 | 4.1 | 1.9 | 2.5 | 0.9 | 0.8 | 1.5 | 0.6 | 13.2 | 0.4 | 0.0 | 0.1 | 2.5 | 1.0 | 0.0 | 0.5 | 7.1 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | -43.2 | -67.5 | 71.3 | N/A | N/A | N/A | 0.0 | -39.6 | N/A | -100.0 | -86.2 | 90.5 | 493.8 | -78.4 | 4.2 | 173.1 | -13.3 | 130.8 | 44.4 | -25.0 | 20.0 | -95.7 | 3750.0 | N/A | -100.0 | -93.8 | 100.0 | N/A | -100.0 | -91.4 | 1228.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/1999
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Blend
Best Mutual Funds
- DFISX (INTERNATIONAL SMALL COMPANY PORTFOLIO INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 0.41% (100%)
- IEGIX (INVESCO INTERNATIONAL SMALL COMPANY FUND CLASS R5) 0.35% (92%)
- VINEX (VANGUARD INTERNATIONAL EXPLORER FUND INVESTOR SHARES) 0.78% (89%)
- SAISX (SA International Small Company) 0.45% (86%)
- OAKEX (OAKMARK INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) 0.94% (84%)
- LINYX (LORD ABBETT INTERNATIONAL OPPORTUNITIES FUND CLASS I) 0.48% (81%)
- COIIX (CALVERT INTERNATIONAL OPPORTUNITIES FUND CLASS I) 0.49% (78%)
- JSCIX (INTERNATIONAL SMALL COMPANY FUND CLASS I) 0.38% (73%)
- MISIX (VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND (FORMERLY VICTORY MUNDER INTERNATIONAL SMALL-CAP FUND) CLASS I) 0.53% (68%)
- SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) 0.64% (59%)
Best ETFs
- GWX (SPDR® S&P International Small Cap ETF) (97%)
- SCZ (iShares MSCI EAFE Small-Cap ETF) (95%)
- SCHC (Schwab International Small-Cap Equity ETF) (43%)
- VSS (Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares) (41%)
- FNDC (Schwab Fundamental International Small Company Index ETF) (3%)