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LMCPX: LORD ABBETT MID CAP STOCK FUND INC CLASS P (MUTUAL FUND)
Basic Info 33.8 0.09(0.27%) May 17
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (29%) |
Start Date: | 01/20/1999 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.23% |
Expenses | 1.26% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/12/2000 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 9.6 | 25.0 | 5.8 | 9.8 | 7.3 | 11.2 | 7.5 | 8.0 | 15.3 | -11.2 | 28.5 | 2.5 | 22.7 | -14.7 | 6.9 | 16.3 | -3.7 | 11.6 | 30.4 | 14.5 | -4.0 | 25.4 | 26.6 | -39.7 | 0.7 | 12.2 | 8.1 | 24.1 | 24.8 | -9.8 | 8.1 | 39.2 | 1.1 |
Sharpe Ratio | NA | 2.0 | 1.58 | 0.14 | 0.32 | 0.31 | NA | NA | 0.34 | 0.72 | -0.54 | 1.33 | 0.06 | 1.63 | -1.06 | 0.72 | 1.06 | -0.24 | 0.94 | 2.37 | 0.98 | -0.14 | 1.2 | 0.88 | -1.0 | -0.15 | 0.86 | 0.53 | 2.02 | 1.68 | -0.49 | 0.32 | 1.97 | -0.16 |
Draw Down(%) | NA | 6.3 | 11.7 | 25.0 | 42.2 | 42.2 | NA | NA | 60.7 | 11.7 | 21.8 | 10.3 | 42.2 | 8.8 | 23.1 | 5.1 | 12.9 | 12.8 | 9.6 | 6.5 | 13.1 | 27.3 | 17.2 | 29.3 | 52.9 | 15.5 | 8.9 | 7.8 | 7.6 | 15.8 | 28.6 | 17.7 | 15.4 | 13.2 |
Standard Deviation(%) | NA | 11.6 | 13.1 | 19.8 | 24.8 | 20.0 | NA | NA | 20.2 | 15.5 | 23.2 | 21.4 | 40.8 | 13.1 | 15.1 | 8.7 | 15.2 | 15.6 | 12.3 | 12.8 | 14.8 | 28.1 | 21.2 | 30.3 | 40.3 | 15.4 | 10.4 | 11.1 | 11.4 | 14.4 | 22.1 | 18.2 | 17.9 | 12.9 |
Treynor Ratio | NA | 0.26 | 0.22 | 0.03 | 0.08 | 0.06 | NA | NA | 0.08 | 0.11 | -0.15 | 0.28 | 0.02 | 0.22 | -0.18 | 0.06 | 0.17 | -0.04 | 0.12 | 0.3 | 0.15 | -0.04 | 0.26 | 0.29 | -0.46 | -0.03 | 0.11 | 0.07 | 0.27 | 0.29 | -0.13 | 0.1 | 1.11 | -0.04 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.02 | 0.02 | -0.06 | -0.02 | -0.03 | -0.04 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.04 | 0.11 | -0.02 |
Beta | NA | 0.91 | 0.96 | 0.92 | 1.0 | 0.99 | NA | NA | 0.87 | 0.97 | 0.87 | 1.0 | 1.08 | 0.97 | 0.89 | 1.03 | 0.97 | 1.0 | 0.96 | 1.0 | 0.98 | 1.03 | 0.97 | 0.92 | 0.89 | 0.89 | 0.78 | 0.88 | 0.85 | 0.84 | 0.81 | 0.58 | 0.32 | 0.49 |
RSquared | NA | 0.87 | 0.9 | 0.77 | 0.86 | 0.88 | NA | NA | 0.84 | 0.91 | 0.93 | 0.5 | 0.94 | 0.89 | 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 | 0.54 | 0.27 | 0.44 |
Yield(%) | N/A | 0.0 | 1.2 | 5.4 | 5.1 | 4.0 | 6.4 | 5.3 | N/A | 1.2 | 6.9 | 10.3 | 1.1 | 3.7 | 5.1 | 2.6 | 0.5 | 0.6 | 0.6 | 0.5 | 0.7 | 0.1 | 0.3 | 0.6 | 6.0 | 18.0 | 12.1 | 9.1 | 4.1 | 2.4 | 2.1 | 5.3 | 10.1 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -85.4 | 107.8 | 151.5 | -13.8 | N/A | N/A | N/A | -85.7 | -19.3 | 882.8 | -65.9 | -43.3 | 102.7 | 516.7 | -20.0 | 15.4 | 44.4 | -18.2 | 1000.0 | -75.0 | -33.3 | -94.4 | -73.0 | 47.8 | 34.0 | 166.7 | 97.4 | 8.6 | -60.2 | -31.8 | 6350.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2000
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