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LWSBX: LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2005 |
| Last Dividend Date: | 12/29/2017 |
| 12-Mo. Yield | 6.08% |
| Expenses | 2.02% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.7 | 2.6 | 6.0 | 5.7 | -1.9 | 10.7 | 11.7 | -5.8 | 6.7 | 19.7 | 14.6 | -5.4 | 13.4 | 34.1 | -33.5 | 8.2 | 11.2 | 5.9 |
| Sharpe Ratio | NA | 0.37 | 0.27 | 0.55 | 0.32 | 0.34 | -0.44 | 1.68 | 1.01 | -0.52 | 0.81 | 2.16 | 1.31 | -0.28 | 0.89 | 1.59 | -1.24 | 0.44 | 0.96 | 1.88 |
| Draw Down(%) | NA | 8.7 | 18.9 | 18.9 | 44.5 | 47.6 | 8.7 | 2.7 | 10.1 | 12.3 | 7.3 | 6.6 | 10.8 | 21.1 | 13.4 | 20.0 | 42.9 | 8.1 | 9.2 | 3.5 |
| Standard Deviation(%) | NA | 9.8 | 10.5 | 9.8 | 15.5 | 14.5 | 14.5 | 6.0 | 11.4 | 11.2 | 8.3 | 9.1 | 11.2 | 19.7 | 15.0 | 21.4 | 27.7 | 11.7 | 8.2 | 5.1 |
| Treynor Ratio | NA | 0.03 | 0.02 | 0.04 | 0.04 | 0.04 | -0.05 | 0.07 | 0.08 | -0.05 | 0.06 | 0.15 | 0.1 | -0.04 | 0.1 | 0.27 | -0.3 | 0.04 | 0.07 | 0.14 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.04 | -0.02 | 0.03 | -0.05 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 1.31 | 1.31 | 1.26 | 1.25 | 1.23 | 1.32 | 1.35 | 1.35 | 1.22 | 1.2 | 1.27 | 1.46 | 1.42 | 1.38 | 1.25 | 1.13 | 1.22 | 1.11 | 0.69 |
| RSquared | NA | 0.9 | 0.88 | 0.89 | 0.92 | 0.91 | 0.93 | 0.81 | 0.87 | 0.9 | 0.94 | 0.92 | 0.92 | 0.96 | 0.95 | 0.93 | 0.91 | 0.91 | 0.82 | 0.72 |
| Yield(%) | N/A | 6.1 | 4.7 | 6.3 | 4.7 | N/A | 0.0 | 6.4 | 2.2 | 6.8 | 10.6 | 7.3 | 3.0 | 1.7 | 1.8 | 2.5 | 4.8 | 7.4 | 2.4 | 0.3 |
| Dividend Growth(%) | N/A | 228.6 | -28.5 | 180.0 | N/A | N/A | -100.0 | 223.5 | -71.6 | -38.4 | 59.8 | 172.6 | 66.4 | 2.3 | -4.8 | -67.2 | -34.5 | 226.0 | 784.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2005
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See Aggressive Allocation Asset Class Trend Rankings |
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