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LWSYX: LORD ABBETT GROWTH & INCOME STRATEGY FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/29/2005 |
Last Dividend Date: | 06/18/2019 |
12-Mo. Yield | 7.10% |
Expenses | 1.02% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.4 | 5.2 | 7.6 | 6.3 | 14.9 | -9.9 | 11.8 | 12.8 | -4.8 | 7.8 | 20.9 | 15.7 | -4.5 | 14.6 | 35.5 | -32.8 | 9.2 | 12.3 | 6.2 |
Sharpe Ratio | NA | 2.14 | 0.42 | 0.36 | 0.6 | 0.39 | 2.03 | -0.86 | 1.86 | 1.11 | -0.44 | 0.94 | 2.31 | 1.42 | -0.23 | 0.96 | 1.65 | -1.21 | 0.53 | 1.11 | 1.94 |
Draw Down(%) | NA | 4.1 | 18.1 | 18.3 | 20.7 | 46.8 | 4.1 | 18.1 | 2.6 | 10.0 | 12.0 | 7.2 | 6.5 | 10.7 | 20.7 | 13.3 | 19.9 | 42.4 | 8.1 | 9.1 | 3.5 |
Standard Deviation(%) | NA | 6.7 | 9.2 | 10.1 | 11.8 | 14.0 | 6.7 | 13.1 | 6.0 | 11.4 | 11.1 | 8.2 | 9.0 | 11.1 | 19.6 | 15.1 | 21.4 | 27.8 | 11.7 | 8.2 | 5.2 |
Treynor Ratio | NA | 14.12 | 0.69 | 0.34 | 0.27 | 0.12 | 13.53 | -0.09 | 0.08 | 0.09 | -0.04 | 0.06 | 0.17 | 0.11 | -0.03 | 0.1 | 0.28 | -0.3 | 0.05 | 0.08 | 0.14 |
Alpha | NA | 0.05 | 0.01 | 0.01 | 0.02 | 0.01 | 0.05 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.04 | -0.01 | 0.03 | -0.04 | 0.01 | 0.0 | 0.03 |
Beta | NA | 0.01 | 0.06 | 0.11 | 0.26 | 0.44 | 0.01 | 1.3 | 1.36 | 1.35 | 1.21 | 1.19 | 1.26 | 1.46 | 1.41 | 1.39 | 1.25 | 1.13 | 1.22 | 1.1 | 0.7 |
RSquared | NA | 0.01 | 0.04 | 0.07 | 0.18 | 0.33 | 0.01 | 0.96 | 0.82 | 0.87 | 0.9 | 0.93 | 0.92 | 0.92 | 0.96 | 0.95 | 0.93 | 0.91 | 0.91 | 0.81 | 0.73 |
Yield(%) | N/A | 0.6 | 5.8 | 5.4 | 6.8 | N/A | 0.6 | 7.6 | 7.7 | 3.3 | 7.8 | 11.6 | 8.3 | 4.0 | 2.6 | 2.8 | 3.4 | 5.7 | 8.2 | 3.2 | 0.4 |
Dividend Growth(%) | N/A | -94.1 | -25.3 | 0.0 | N/A | N/A | -94.1 | 3.1 | 156.9 | -62.8 | -35.1 | 52.9 | 130.0 | 42.9 | 5.0 | 8.1 | -62.6 | -30.8 | 180.4 | 750.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2005
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