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LMCBX: LORD ABBETT MID CAP STOCK FUND INC CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/23/1997 |
Last Dividend Date: | 12/15/2017 |
12-Mo. Yield | 1.92% |
Expenses | 1.79% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/02/1998 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.1 | 2.6 | 8.1 | 7.9 | 7.5 | 7.5 | -1.3 | 6.2 | 15.7 | -4.3 | 10.9 | 29.4 | 13.8 | -4.6 | 24.7 | 26.0 | -39.9 | -0.2 | 11.6 | 7.4 | 23.4 | 24.1 | -10.3 | 7.1 | 52.4 | 3.3 | -1.2 | -10.9 |
Sharpe Ratio | NA | 0.05 | 0.25 | 0.56 | 0.28 | NA | NA | 0.31 | -0.3 | 0.65 | 1.01 | -0.28 | 0.88 | 2.3 | 0.93 | -0.16 | 1.16 | 0.86 | -1.01 | -0.21 | 0.8 | 0.47 | 1.96 | 1.63 | -0.52 | 0.27 | 3.13 | 0.01 | -0.29 | NA |
Draw Down(%) | NA | 8.8 | 20.7 | 20.7 | 53.7 | NA | NA | 61.0 | 8.8 | 5.1 | 13.0 | 12.9 | 9.8 | 6.5 | 13.3 | 27.4 | 17.2 | 29.3 | 53.0 | 15.6 | 9.0 | 7.9 | 7.6 | 15.9 | 28.8 | 17.8 | 7.0 | 13.4 | 26.1 | NA |
Standard Deviation(%) | NA | 11.5 | 13.9 | 13.3 | 21.9 | NA | NA | 19.2 | 16.2 | 8.6 | 15.2 | 15.6 | 12.3 | 12.8 | 14.8 | 28.1 | 21.1 | 30.3 | 40.3 | 15.4 | 10.4 | 11.1 | 11.4 | 14.4 | 22.1 | 18.0 | 15.4 | 13.4 | 15.7 | NA |
Treynor Ratio | NA | 0.01 | 0.04 | 0.08 | 0.06 | NA | NA | 0.07 | -0.05 | 0.06 | 0.16 | -0.04 | 0.11 | 0.29 | 0.14 | -0.04 | 0.25 | 0.28 | -0.46 | -0.04 | 0.11 | 0.06 | 0.26 | 0.28 | -0.14 | 0.08 | 1.56 | 0.0 | -0.07 | NA |
Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.05 | 0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.03 | 0.15 | -0.01 | -0.03 | NA |
Beta | NA | 0.93 | 0.97 | 0.97 | 0.94 | NA | NA | 0.81 | 0.92 | 1.02 | 0.97 | 1.0 | 0.96 | 1.0 | 0.98 | 1.03 | 0.97 | 0.92 | 0.88 | 0.89 | 0.78 | 0.88 | 0.86 | 0.84 | 0.81 | 0.58 | 0.31 | 0.48 | 0.63 | NA |
RSquared | NA | 0.9 | 0.94 | 0.94 | 0.97 | NA | NA | 0.81 | 0.93 | 0.86 | 0.94 | 0.96 | 0.95 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.96 | 0.93 | 0.89 | 0.93 | 0.89 | 0.89 | 0.85 | 0.55 | 0.34 | 0.38 | 0.6 | NA |
Yield(%) | N/A | 1.9 | 0.7 | 0.6 | 0.4 | 4.8 | 5.1 | N/A | 0.0 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.7 | 18.0 | 11.8 | 8.8 | 3.7 | 1.4 | 1.7 | 5.3 | 19.5 | 4.1 | 0.0 | 0.3 |
Dividend Growth(%) | N/A | N/A | N/A | 237.5 | -95.1 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.8 | 50.2 | 35.6 | 180.9 | 223.8 | -27.6 | -66.3 | -65.3 | 359.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/1998
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