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LRLFX: Lord Abbett Classic Stock F (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/03/2007 |
Last Dividend Date: | 12/18/2012 |
12-Mo. Yield | 1.35% |
Expenses | 0.73% |
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Performance Analytics (As of 12/17/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/03/2007 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -9.1 | -0.8 | 6.9 | -1.1 | -9.3 | 15.3 | -8.1 | 14.1 | 26.5 | -31.0 | -2.5 |
Sharpe Ratio | NA | -0.17 | -0.02 | 0.1 | -0.05 | -0.27 | 1.08 | -0.31 | 0.69 | 0.91 | -0.86 | -0.66 |
Draw Down(%) | NA | 28.8 | 28.8 | 28.8 | 48.5 | 28.8 | 12.1 | 25.2 | 18.8 | 24.1 | 40.6 | 8.4 |
Standard Deviation(%) | NA | 53.9 | 47.1 | 65.3 | 29.5 | 36.1 | 14.3 | 26.1 | 20.4 | 29.1 | 36.9 | 18.7 |
Treynor Ratio | NA | -0.08 | -0.01 | 0.06 | -0.01 | -0.09 | 0.14 | -0.07 | 0.13 | 0.25 | -0.35 | -0.13 |
Alpha | NA | -0.18 | -0.1 | -0.1 | -0.03 | -0.13 | -0.01 | -0.04 | -0.01 | -0.01 | 0.01 | 0.02 |
Beta | NA | 1.12 | 1.11 | 1.09 | 0.99 | 1.08 | 1.09 | 1.09 | 1.08 | 1.06 | 0.9 | 0.94 |
RSquared | NA | 0.09 | 0.27 | 0.29 | 0.75 | 0.15 | 0.96 | 0.98 | 0.94 | 0.98 | 0.99 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2007
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