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LVMAX: LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/23/2011 |
Last Dividend Date: | 02/20/2019 |
12-Mo. Yield | 0.02% |
Expenses | 0.85% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/23/2011 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.6 | 4.9 | 10.4 | 15.4 | -13.8 | 10.9 | 17.3 | -6.7 | 15.7 | 33.9 | 17.5 | 0.5 |
Sharpe Ratio | NA | 2.92 | 0.21 | 0.22 | 0.78 | 2.77 | -1.0 | 1.21 | 1.08 | -0.44 | 1.34 | 2.72 | 1.26 | 5.69 |
Draw Down(%) | NA | 1.5 | 21.9 | 23.0 | 23.0 | 1.5 | 21.9 | 4.6 | 13.8 | 14.6 | 9.3 | 7.0 | 11.2 | 0.2 |
Standard Deviation(%) | NA | 5.1 | 10.5 | 12.8 | 12.7 | 5.1 | 15.1 | 8.5 | 15.7 | 15.5 | 11.7 | 12.4 | 14.0 | 6.0 |
Treynor Ratio | NA | 0.91 | 0.03 | 0.03 | 0.11 | 0.87 | -0.15 | 0.1 | 0.17 | -0.07 | 0.16 | 0.34 | 0.18 | 1.31 |
Alpha | NA | 0.04 | -0.01 | -0.01 | 0.0 | 0.04 | -0.01 | -0.02 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.16 |
Beta | NA | 0.16 | 0.71 | 0.86 | 0.91 | 0.16 | 0.99 | 1.01 | 1.01 | 1.01 | 1.0 | 1.0 | 0.98 | 0.26 |
RSquared | NA | 0.16 | 0.69 | 0.83 | 0.88 | 0.15 | 0.97 | 0.93 | 0.97 | 0.97 | 0.96 | 0.96 | 0.96 | 0.59 |
Yield(%) | N/A | 0.0 | 6.0 | 5.4 | N/A | 0.0 | 9.4 | 8.2 | 1.8 | 7.9 | 12.2 | 12.2 | 3.9 | 0.0 |
Dividend Growth(%) | N/A | -99.9 | -16.0 | N/A | N/A | -99.9 | 16.2 | 433.1 | -80.5 | -32.5 | 17.2 | 257.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/2011
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