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LRSYX: Lord Abbett Small Cap Value I (MUTUAL FUND)
Basic Info 17.18 0.34(2.02%) March 21
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 03/31/1999 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 0.81% |
| Expenses | 0.93% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.5 | 2.9 | -7.6 | 23.4 | 2.5 | 6.0 | 6.8 | 10.3 | -14.6 | 11.4 | -1.3 | 20.6 | -11.7 | 6.6 | 20.7 | -0.9 | 2.1 | 34.1 | 10.9 | -4.4 | 26.7 | 30.2 | -30.8 | 10.7 | 20.8 | 13.6 | 22.9 | 45.5 | -10.8 | 8.3 | 33.9 | 21.2 |
| SR | NA | -0.41 | -0.52 | 0.57 | 0.02 | 0.19 | NA | 0.37 | -0.61 | 0.41 | -0.03 | 1.24 | -0.78 | 0.54 | 1.25 | -0.06 | 0.05 | 2.48 | 0.66 | -0.14 | 1.14 | 0.87 | -0.77 | 0.43 | 1.08 | 0.72 | 1.45 | 2.9 | -0.55 | 0.32 | 1.62 | 1.97 |
| DD(%) | NA | 11.6 | 23.6 | 32.5 | 50.1 | 50.1 | NA | 53.9 | 27.8 | 20.0 | 47.1 | 11.9 | 26.7 | 7.2 | 12.9 | 13.7 | 23.7 | 5.7 | 14.9 | 31.6 | 18.6 | 32.1 | 47.6 | 9.1 | 14.7 | 10.8 | 10.4 | 10.8 | 28.9 | 21.2 | 8.1 | 16.2 |
| SD(%) | NA | 21.3 | 25.4 | 32.1 | 29.4 | 25.6 | NA | 24.2 | 26.1 | 27.5 | 47.0 | 15.5 | 16.7 | 11.2 | 16.3 | 15.5 | 37.3 | 13.7 | 16.7 | 32.5 | 23.4 | 34.8 | 41.2 | 17.9 | 16.3 | 15.8 | 15.1 | 15.5 | 21.6 | 18.9 | 18.4 | 12.9 |
| TR | NA | -0.09 | -0.14 | 0.17 | 0.01 | 0.05 | NA | 0.1 | -0.17 | 0.1 | -0.01 | 0.19 | -0.14 | 0.06 | 0.22 | -0.01 | 0.02 | 0.35 | 0.11 | -0.04 | 0.27 | 0.31 | -0.35 | 0.08 | 0.17 | 0.11 | 0.24 | 0.54 | -0.14 | 0.08 | 0.57 | 0.61 |
| Alpha(%) | NA | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | NA | 0.01 | 0.0 | -0.03 | -0.08 | -0.02 | -0.01 | -0.04 | 0.01 | 0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.01 | 0.01 | 0.04 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | 0.02 | 0.11 | 0.06 |
| Beta(%) | NA | 0.94 | 0.92 | 1.08 | 1.06 | 1.06 | NA | 0.94 | 0.92 | 1.18 | 1.13 | 1.0 | 0.96 | 1.04 | 0.94 | 0.98 | 1.34 | 0.98 | 1.01 | 1.02 | 0.97 | 0.96 | 0.92 | 0.94 | 1.04 | 1.06 | 0.91 | 0.83 | 0.83 | 0.74 | 0.52 | 0.41 |
| RS | NA | 0.91 | 0.92 | 0.81 | 0.85 | 0.73 | NA | 0.82 | 0.92 | 0.67 | 0.94 | 0.9 | 0.95 | 0.9 | 0.94 | 0.95 | 0.25 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.93 | 0.95 | 0.94 | 0.94 | 0.91 | 0.92 | 0.83 | 0.72 | 0.28 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1999
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