Find A Portfolio/Ticker
Comparison Box
LLCYX: Lord Abbett Large-Cap Value I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/15/2003 |
| Last Dividend Date: | 11/22/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/28/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/15/2003 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -30.1 | -7.5 | -8.9 | -0.4 | 0.0 | -25.8 | -8.7 | 14.6 | 20.0 | -36.6 | 4.0 | 18.1 | 3.1 | 12.6 | 14.3 |
| Sharpe Ratio | NA | -0.53 | -0.15 | -0.11 | -0.06 | 0.0 | -0.72 | -0.33 | 0.68 | 0.56 | -0.83 | 0.06 | 1.66 | 0.1 | 1.04 | 2.77 |
| Draw Down(%) | NA | 37.5 | 39.5 | 56.6 | 60.3 | 0.0 | 37.5 | 27.1 | 19.3 | 34.8 | 49.6 | 11.1 | 7.7 | 6.4 | 8.4 | 4.0 |
| Standard Deviation(%) | NA | 56.4 | 51.2 | 80.8 | 27.2 | NA | 36.1 | 26.7 | 21.2 | 35.8 | 45.0 | 15.8 | 8.9 | 9.2 | 11.2 | 11.7 |
| Treynor Ratio | NA | -0.52 | -0.07 | -0.09 | -0.01 | NA | -0.44 | -0.08 | 0.13 | 0.18 | -0.37 | 0.01 | 0.16 | 0.01 | 0.12 | 0.32 |
| Alpha | NA | -0.21 | -0.13 | -0.13 | -0.04 | 0.0 | -0.13 | -0.04 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.58 | 1.05 | 1.06 | 1.03 | 0.0 | 0.59 | 1.11 | 1.14 | 1.12 | 1.01 | 0.92 | 0.91 | 0.84 | 1.0 | 1.01 |
| RSquared | NA | 0.03 | 0.27 | 0.39 | 0.77 | 0.0 | 0.06 | 0.99 | 0.98 | 0.97 | 0.97 | 0.97 | 0.92 | 0.93 | 0.92 | 0.93 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.8 | N/A | 0.0 | 0.0 | 1.2 | 0.8 | 1.1 | 1.4 | 15.9 | 4.2 | 3.6 | 2.6 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -92.1 | N/A | N/A | N/A | -100.0 | 59.7 | -10.5 | -50.6 | -92.3 | 322.1 | 18.9 | 50.0 | 261.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/2003
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 LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) (96%)
- GDV (Gabelli Dividend & Income Closed Fund) (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) (96%)
- TY (Tri Continental Closed Fund) (96%)
Latest Articles Related to LLCYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
