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LADYX: LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I (MUTUAL FUND)
Basic Info 25.21 0.25(1.00%) April 25
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/30/1999 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 0.24% |
| Expenses | 1.27% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1999 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.5 | -14.8 | -1.0 | -0.6 | 1.8 | 4.2 | 8.8 | 9.3 | 7.2 | 22.2 | 8.7 | -35.9 | -10.7 | 59.4 | 31.9 | 4.9 | 30.3 | -2.5 | -8.6 | 3.6 | 57.8 | 10.7 | -1.3 | 37.0 | 47.5 | -47.3 | 36.3 | 12.9 | 12.3 | 6.8 | 40.5 | -29.2 | -6.5 | -17.5 | 38.6 |
| Sharpe Ratio | NA | -1.09 | -0.25 | -0.18 | -0.03 | 0.09 | NA | NA | 0.22 | 0.68 | 0.21 | -1.03 | -0.34 | 1.47 | 1.42 | 0.14 | 1.97 | -0.14 | -0.44 | 0.17 | 3.26 | 0.58 | -0.04 | 1.49 | 1.49 | -1.16 | 1.65 | 0.52 | 0.63 | 0.3 | 1.98 | -1.22 | -0.34 | -0.7 | 3.13 |
| Draw Down(%) | NA | 29.0 | 32.1 | 32.1 | 57.9 | 57.9 | NA | NA | 60.2 | 11.8 | 23.5 | 40.0 | 30.1 | 37.2 | 18.8 | 32.0 | 6.9 | 22.4 | 21.3 | 18.3 | 7.3 | 14.0 | 28.2 | 15.5 | 20.6 | 58.6 | 11.1 | 19.3 | 11.0 | 21.1 | 12.8 | 39.8 | 33.0 | 33.9 | 11.1 |
| Standard Deviation(%) | NA | 39.5 | 29.0 | 27.6 | 29.4 | 27.2 | NA | NA | 25.8 | 22.8 | 21.2 | 36.2 | 31.2 | 40.1 | 21.5 | 26.3 | 15.2 | 19.8 | 19.6 | 20.7 | 17.7 | 18.7 | 33.0 | 24.8 | 31.9 | 41.5 | 20.3 | 18.4 | 16.2 | 19.5 | 20.1 | 24.9 | 26.8 | 31.0 | 16.0 |
| Treynor Ratio | NA | -0.39 | -0.07 | -0.05 | -0.01 | 0.02 | NA | NA | 0.06 | 0.14 | 0.05 | -0.35 | -0.08 | 0.6 | 0.24 | 0.03 | 0.22 | -0.02 | -0.08 | 0.03 | 0.49 | 0.1 | -0.01 | 0.36 | 0.5 | -0.51 | 0.32 | 0.09 | 0.1 | 0.06 | 0.4 | -0.31 | -0.09 | -0.28 | 0.61 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | 0.02 | -0.04 | -0.03 | -0.07 | 0.07 | -0.03 | 0.06 | 0.0 | -0.05 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | 0.02 | 0.02 | -0.06 | 0.09 | 0.0 | 0.01 | -0.03 | -0.01 | -0.07 | -0.02 | -0.07 | 0.05 |
| Beta | NA | 1.09 | 1.09 | 1.04 | 1.12 | 1.11 | NA | NA | 1.02 | 1.12 | 1.0 | 1.07 | 1.38 | 0.99 | 1.27 | 1.31 | 1.36 | 1.08 | 1.15 | 1.27 | 1.17 | 1.04 | 1.0 | 1.02 | 0.95 | 0.94 | 1.06 | 1.06 | 1.06 | 1.04 | 1.0 | 0.97 | 1.02 | 0.78 | 0.82 |
| RSquared | NA | 0.88 | 0.86 | 0.89 | 0.86 | 0.88 | NA | NA | 0.9 | 0.84 | 0.86 | 0.95 | 0.87 | 0.88 | 0.87 | 0.92 | 0.86 | 0.92 | 0.88 | 0.93 | 0.9 | 0.92 | 0.97 | 0.95 | 0.96 | 0.96 | 0.91 | 0.95 | 0.95 | 0.96 | 0.93 | 0.94 | 0.92 | 0.8 | 0.55 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.1 | 0.1 | 4.7 | 8.9 | 10.3 | N/A | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 20.6 | 23.3 | 0.0 | 0.0 | 7.5 | 15.4 | 24.3 | 8.1 | 5.5 | 0.0 | 0.0 | 0.0 | 14.0 | 16.4 | 1.3 | 0.3 | 0.0 | 0.0 | 0.0 | 3.6 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -98.6 | -99.5 | -30.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -28.1 | N/A | N/A | -100.0 | -56.9 | -19.9 | 213.9 | 35.3 | N/A | N/A | N/A | -100.0 | -18.8 | 1345.7 | 352.2 | N/A | N/A | N/A | -100.0 | 96.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1999
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