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LINYX: Lord Abbett International Opp I (MUTUAL FUND)
Basic Info 19.09 0(0.0%) March 18
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | (82%) |
Start Date: | 11/18/1998 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.70% |
Expenses | 1.01% |
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Performance Analytics (As of 03/15/2024)
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(%) | -0.2 | 1.8 | 12.3 | -0.5 | 5.5 | 4.2 | 10.2 | 6.5 | 4.3 | 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 | 0.47 | 0.82 | -0.14 | 0.21 | 0.2 | NA | NA | 0.17 | 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 | 3.6 | 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 | 10.8 | 12.1 | 16.8 | 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 | 0.06 | 0.11 | -0.03 | 0.04 | 0.04 | 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 | -0.02 | -0.01 | -0.02 | 0.0 | 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 | 0.88 | 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 | 0.87 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/1999
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