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LBDFX: LORD ABBETT BOND DEBENTURE FUND INC CLASS F (MUTUAL FUND)
Basic Info 7.05 0.02(0.28%) May 31
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | (79%) |
Start Date: | 10/01/2007 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 5.70% |
Expenses | 0.68% |
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Performance Analytics (As of 05/31/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 1.7 | 8.0 | -1.4 | 2.1 | 3.3 | 6.3 | 5.0 | 7.0 | -12.9 | 3.5 | 7.6 | 13.6 | -4.7 | 9.3 | 12.5 | -1.5 | 4.6 | 8.1 | 13.5 | 4.1 | 12.7 | 35.1 | -19.5 | -1.1 |
Sharpe Ratio | NA | 0.12 | 0.9 | -0.75 | 0.08 | 0.43 | NA | 0.8 | 0.53 | -2.42 | 1.02 | 0.75 | 4.06 | -1.53 | 3.21 | 2.39 | -0.36 | 1.25 | 2.33 | 4.04 | 0.73 | 2.92 | 6.44 | -2.29 | -2.0 |
Draw Down(%) | NA | 2.0 | 4.1 | 16.4 | 19.8 | 19.8 | NA | 25.8 | 5.4 | 15.3 | 2.4 | 19.8 | 1.1 | 6.8 | 1.7 | 5.6 | 6.8 | 3.9 | 5.0 | 2.9 | 9.3 | 5.0 | 7.3 | 25.5 | 3.0 |
Standard Deviation(%) | NA | 3.9 | 4.6 | 5.0 | 6.0 | 5.1 | NA | 5.2 | 5.2 | 5.9 | 3.4 | 9.7 | 3.0 | 3.9 | 2.7 | 5.1 | 4.3 | 3.6 | 3.4 | 3.4 | 5.6 | 4.3 | 5.4 | 8.9 | 3.3 |
Treynor Ratio | NA | 0.01 | 0.08 | -0.08 | 0.01 | 0.06 | NA | 0.15 | 0.05 | -0.3 | 0.13 | 0.13 | 0.48 | -0.66 | 0.65 | -2.12 | -0.42 | -0.36 | 0.25 | -1.93 | -0.29 | 2.92 | 2.35 | -1.48 | 0.39 |
Alpha | NA | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.01 | -0.03 | 0.02 | 0.01 | 0.04 | -0.02 | 0.03 | 0.05 | -0.01 | 0.02 | 0.03 | 0.05 | 0.02 | 0.05 | 0.12 | -0.09 | -0.02 |
Beta | NA | 0.57 | 0.55 | 0.49 | 0.49 | 0.38 | NA | 0.27 | 0.54 | 0.47 | 0.26 | 0.55 | 0.26 | 0.09 | 0.14 | -0.06 | 0.04 | -0.13 | 0.32 | -0.07 | -0.14 | 0.04 | 0.15 | 0.14 | -0.17 |
RSquared | NA | 0.67 | 0.59 | 0.43 | 0.23 | 0.13 | NA | 0.06 | 0.57 | 0.38 | 0.09 | 0.08 | 0.09 | 0.0 | 0.02 | 0.0 | 0.0 | 0.01 | 0.1 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.06 |
Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 3.8 | 3.8 | 3.9 | 4.5 | 5.1 | 5.1 | 5.0 | 5.2 | 7.3 | 7.7 | 6.5 | 6.4 | 6.0 | 8.4 | 7.4 | 1.1 |
Dividend Growth(%) | N/A | -62.3 | N/A | N/A | N/A | N/A | N/A | N/A | 16.1 | -0.6 | 0.5 | -4.9 | -20.0 | 2.5 | 9.7 | -10.4 | -30.8 | -4.5 | 26.2 | -0.6 | 12.4 | -9.9 | -15.7 | 550.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2007
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