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LSBCX: Lord Abbett Small Cap Blend C (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/20/2001 |
Last Dividend Date: | 11/20/2007 |
12-Mo. Yield | 0.00% |
Expenses | 1.98% |
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Performance Analytics (As of 11/13/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/20/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.1 | 3.2 | 6.8 | 4.1 | 5.4 | -6.9 | 11.1 | -2.3 | 12.5 | 22.8 | -33.8 | 9.1 | 5.3 | 12.3 | 20.1 | 51.4 | -15.5 | 4.4 |
Sharpe Ratio | NA | 0.0 | 0.12 | 0.24 | 0.12 | 0.18 | -0.3 | 0.66 | -0.07 | 0.56 | 0.77 | -0.86 | 0.35 | 0.12 | 0.66 | 1.31 | 2.94 | -0.7 | 0.44 |
Draw Down(%) | NA | 20.7 | 29.6 | 29.6 | 55.0 | 55.0 | 20.7 | 14.0 | 29.6 | 23.7 | 29.1 | 49.4 | 11.5 | 19.5 | 8.4 | 10.1 | 15.1 | 33.5 | 20.5 |
Standard Deviation(%) | NA | 25.3 | 25.6 | 27.8 | 24.5 | 23.9 | 26.6 | 16.9 | 32.3 | 22.0 | 29.7 | 40.4 | 17.5 | 16.4 | 15.4 | 14.7 | 17.2 | 23.8 | 20.2 |
Treynor Ratio | NA | 0.0 | 0.03 | 0.07 | 0.03 | 0.05 | -0.14 | 0.12 | -0.02 | 0.14 | 0.26 | -0.38 | 0.07 | 0.02 | 0.11 | 0.26 | 0.65 | -0.19 | 0.11 |
Alpha | NA | -0.07 | -0.05 | -0.05 | -0.02 | -0.01 | -0.09 | -0.02 | 0.0 | -0.05 | -0.04 | 0.02 | 0.0 | -0.02 | 0.01 | 0.03 | 0.05 | -0.01 | 0.02 |
Beta | NA | 0.59 | 0.92 | 0.92 | 0.9 | 0.89 | 0.55 | 0.94 | 0.99 | 0.9 | 0.89 | 0.92 | 0.92 | 0.92 | 0.96 | 0.73 | 0.78 | 0.89 | 0.8 |
RSquared | NA | 0.14 | 0.71 | 0.84 | 0.87 | 0.87 | 0.11 | 0.92 | 0.98 | 0.97 | 0.97 | 0.98 | 0.93 | 0.91 | 0.89 | 0.84 | 0.78 | 0.88 | 0.83 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 3.9 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 13.9 | 5.2 | 3.2 | 10.1 | 2.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 164.0 | 79.2 | -65.5 | 595.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2001
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