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LRLCX: Lord Abbett Classic Stock A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/06/1997 |
Last Dividend Date: | 12/17/2010 |
12-Mo. Yield | 0.40% |
Expenses | 0.98% |
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Performance Analytics (As of 01/24/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/06/1997 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.7 | 18.3 | 2.0 | 3.9 | 3.3 | 6.8 | -9.1 | 15.0 | 1.8 | 13.8 | 26.2 | -31.9 | 10.3 | 12.5 | 1.5 | 11.9 | 31.1 | -19.5 | -10.0 | 15.8 | 17.4 | 16.2 | 18.5 |
Sharpe Ratio | NA | 0.91 | 0.06 | 0.1 | 0.09 | 0.24 | -0.26 | 1.06 | 3.0 | 0.67 | 0.9 | -0.89 | 0.49 | 1.0 | -0.07 | 0.95 | 1.71 | -0.79 | -0.72 | 0.69 | 0.91 | 0.76 | 1.02 |
Draw Down(%) | NA | 18.9 | 45.9 | 49.2 | 49.2 | 49.2 | 28.5 | 12.1 | 2.3 | 18.9 | 24.2 | 40.7 | 8.5 | 7.2 | 6.8 | 8.3 | 15.8 | 35.2 | 23.8 | 12.1 | 12.3 | 19.5 | 10.2 |
Standard Deviation(%) | NA | 20.0 | 29.6 | 24.5 | 21.4 | 20.0 | 35.7 | 14.3 | 11.8 | 20.4 | 29.1 | 36.9 | 15.1 | 9.3 | 9.3 | 11.6 | 17.7 | 26.1 | 17.4 | 17.1 | 15.6 | 17.1 | 17.0 |
Treynor Ratio | NA | 0.17 | 0.02 | 0.03 | 0.02 | 0.05 | -0.09 | 0.14 | 0.27 | 0.13 | 0.25 | -0.36 | 0.08 | 0.1 | -0.01 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | 0.01 | -0.13 | -0.01 | -0.11 | -0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.08 | 0.97 | 0.96 | 0.97 | 0.96 | 1.08 | 1.09 | 1.32 | 1.09 | 1.06 | 0.9 | 0.95 | 0.89 | 0.89 | 1.03 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.97 | 0.97 | 0.69 | 0.55 | 0.15 | 0.96 | 0.95 | 0.94 | 0.98 | 0.99 | 0.98 | 0.95 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.4 | 0.3 | 2.7 | 2.3 | N/A | N/A | N/A | 0.0 | 0.4 | 0.7 | 0.1 | 7.7 | 4.5 | 4.3 | 3.9 | 0.3 | 0.0 | 0.5 | 4.1 | 6.1 | 1.5 | 4.5 |
Dividend Growth(%) | N/A | -34.8 | -94.0 | 57.6 | N/A | N/A | N/A | N/A | -100.0 | -37.5 | 700.0 | -99.1 | 81.0 | 5.0 | 18.8 | 1583.3 | N/A | -100.0 | -85.0 | -27.0 | 356.7 | -61.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/1997
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