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LSBAX: Lord Abbett Small Cap Blend A (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 | 1.33% |
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Performance Analytics (As of 11/13/2013)
Not up-to-date? Try| Last 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 | 2.5 | 4.5 | 7.8 | 5.0 | 6.2 | -4.6 | 11.8 | -1.8 | 13.3 | 23.6 | -33.4 | 9.8 | 5.9 | 12.9 | 20.9 | 52.4 | -15.0 | 4.7 |
| Sharpe Ratio | NA | 0.09 | 0.16 | 0.25 | 0.14 | 0.22 | -0.22 | 0.7 | -0.06 | 0.6 | 0.79 | -0.85 | 0.39 | 0.16 | 0.7 | 1.36 | 3.0 | -0.68 | 0.47 |
| Draw Down(%) | NA | 19.1 | 29.6 | 29.6 | 54.5 | 54.5 | 19.1 | 13.9 | 29.6 | 23.5 | 29.1 | 49.3 | 11.3 | 19.4 | 8.3 | 9.9 | 14.9 | 33.4 | 20.5 |
| Standard Deviation(%) | NA | 28.4 | 28.2 | 30.8 | 27.6 | 24.0 | 24.6 | 16.9 | 32.5 | 21.9 | 29.7 | 40.4 | 17.4 | 16.3 | 15.4 | 14.7 | 17.2 | 23.7 | 20.3 |
| Treynor Ratio | NA | 0.04 | 0.05 | 0.08 | 0.04 | 0.06 | -0.1 | 0.13 | -0.02 | 0.15 | 0.26 | -0.37 | 0.07 | 0.03 | 0.11 | 0.27 | 0.66 | -0.18 | 0.12 |
| Alpha | NA | -0.09 | -0.07 | -0.09 | -0.06 | -0.02 | -0.09 | -0.02 | 0.0 | -0.05 | -0.04 | 0.02 | 0.0 | -0.02 | 0.02 | 0.03 | 0.05 | -0.01 | 0.02 |
| Beta | NA | 0.59 | 0.93 | 0.93 | 0.91 | 0.9 | 0.56 | 0.94 | 0.99 | 0.89 | 0.89 | 0.92 | 0.92 | 0.92 | 0.96 | 0.73 | 0.78 | 0.89 | 0.81 |
| RSquared | NA | 0.11 | 0.63 | 0.74 | 0.76 | 0.87 | 0.13 | 0.92 | 0.99 | 0.94 | 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 | 13.4 | 5.0 | 3.2 | 10.0 | 2.6 | 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 | 164.5 | 77.5 | -65.2 | 469.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2001
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