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LSBYX: Lord Abbett Small Cap Blend I (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/08/2002 |
Last Dividend Date: | 12/28/2012 |
12-Mo. Yield | 0.24% |
Expenses | 0.98% |
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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 10/08/2002 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.6 | 5.1 | 8.4 | 5.2 | 9.2 | -3.6 | 12.2 | -1.3 | 13.6 | 24.1 | -33.1 | 10.2 | 6.4 | 13.4 | 21.3 | 49.7 | 9.9 |
Sharpe Ratio | NA | 0.16 | 0.2 | 0.3 | 0.17 | 0.35 | -0.18 | 0.72 | -0.04 | 0.61 | 0.81 | -0.84 | 0.41 | 0.19 | 0.74 | 1.38 | 2.84 | 1.96 |
Draw Down(%) | NA | 18.4 | 29.5 | 29.5 | 54.3 | 54.3 | 18.4 | 13.9 | 29.5 | 23.4 | 29.0 | 49.2 | 11.2 | 19.4 | 8.3 | 9.8 | 14.9 | 5.5 |
Standard Deviation(%) | NA | 22.7 | 24.8 | 27.4 | 24.2 | 23.8 | 23.8 | 16.9 | 32.4 | 22.0 | 29.7 | 40.4 | 17.5 | 16.4 | 15.1 | 14.7 | 17.3 | 25.5 |
Treynor Ratio | NA | 0.06 | 0.05 | 0.09 | 0.05 | 0.09 | -0.08 | 0.13 | -0.01 | 0.15 | 0.27 | -0.37 | 0.08 | 0.03 | 0.12 | 0.28 | 0.63 | 0.54 |
Alpha | NA | -0.06 | -0.04 | -0.05 | -0.02 | -0.01 | -0.08 | -0.01 | 0.0 | -0.05 | -0.04 | 0.02 | 0.0 | -0.02 | 0.02 | 0.03 | 0.05 | -0.01 |
Beta | NA | 0.59 | 0.92 | 0.92 | 0.9 | 0.9 | 0.56 | 0.94 | 0.99 | 0.9 | 0.89 | 0.92 | 0.92 | 0.92 | 0.96 | 0.74 | 0.78 | 0.92 |
RSquared | NA | 0.17 | 0.75 | 0.87 | 0.89 | 0.88 | 0.14 | 0.92 | 0.99 | 0.97 | 0.97 | 0.98 | 0.93 | 0.91 | 0.89 | 0.86 | 0.77 | 0.86 |
Yield(%) | N/A | 0.2 | 0.1 | 0.1 | 3.7 | N/A | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 13.2 | 5.0 | 3.2 | 9.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -98.3 | -99.2 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 164.0 | 79.2 | -65.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2002
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