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LAVRX: LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R3 (MUTUAL FUND)
Basic Info 14.16 0.07(0.50%) April 28
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 10/03/2007 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 0.67% |
| Expenses | 0.63% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/03/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.1 | -3.5 | 0.9 | 4.4 | 10.3 | 5.7 | 7.5 | 6.1 | 13.4 | 12.9 | -13.4 | 15.1 | 2.4 | 22.4 | -8.8 | 12.7 | 15.5 | -3.3 | 6.8 | 36.6 | 10.5 | -4.1 | 19.0 | 25.7 | -28.9 | -3.0 |
| Sharpe Ratio | NA | -0.62 | -0.34 | -0.01 | 0.4 | 0.21 | NA | 0.24 | 0.55 | 0.64 | -0.67 | 0.85 | 0.06 | 1.74 | -0.64 | 1.61 | 1.09 | -0.22 | 0.54 | 2.93 | 0.72 | -0.16 | 0.93 | 0.88 | -0.8 | -0.85 |
| Draw Down(%) | NA | 16.3 | 20.0 | 20.0 | 26.8 | 38.7 | NA | 47.3 | 11.3 | 10.2 | 20.2 | 15.2 | 38.7 | 7.9 | 19.7 | 4.9 | 11.2 | 13.1 | 8.6 | 5.7 | 13.4 | 24.7 | 17.2 | 24.1 | 42.9 | 7.7 |
| Standard Deviation(%) | NA | 24.4 | 17.7 | 17.3 | 18.2 | 18.8 | NA | 20.7 | 12.5 | 13.5 | 22.0 | 17.6 | 37.5 | 12.1 | 15.9 | 7.5 | 14.0 | 15.2 | 12.6 | 12.5 | 14.6 | 26.3 | 20.4 | 29.2 | 37.2 | 16.6 |
| Treynor Ratio | NA | -0.19 | -0.08 | 0.0 | 0.08 | 0.04 | NA | 0.05 | 0.1 | 0.1 | -0.18 | 0.17 | 0.02 | 0.23 | -0.11 | 0.12 | 0.15 | -0.04 | 0.06 | 0.34 | 0.1 | -0.04 | 0.17 | 0.24 | -0.33 | -0.17 |
| Alpha | NA | 0.01 | -0.03 | -0.02 | -0.01 | -0.02 | NA | -0.01 | -0.02 | -0.04 | 0.01 | -0.03 | -0.07 | -0.02 | -0.02 | -0.03 | 0.01 | -0.02 | -0.03 | 0.0 | -0.02 | -0.02 | 0.01 | -0.01 | 0.03 | 0.0 |
| Beta | NA | 0.8 | 0.77 | 0.82 | 0.85 | 0.93 | NA | 0.96 | 0.7 | 0.91 | 0.83 | 0.91 | 1.04 | 0.92 | 0.9 | 1.01 | 1.02 | 0.96 | 1.05 | 1.08 | 1.11 | 1.1 | 1.11 | 1.05 | 0.9 | 0.83 |
| RSquared | NA | 0.91 | 0.73 | 0.81 | 0.74 | 0.85 | NA | 0.91 | 0.51 | 0.8 | 0.88 | 0.49 | 0.92 | 0.91 | 0.95 | 0.81 | 0.93 | 0.96 | 0.93 | 0.93 | 0.96 | 0.98 | 0.98 | 0.96 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.7 | 1.2 | 4.7 | 6.9 | N/A | 0.7 | 0.7 | 0.8 | 0.9 | 1.6 | 11.7 | 8.2 | 12.2 | 5.5 | 9.5 | 19.0 | 19.0 | 1.8 | 2.2 | 0.3 | 0.0 | 0.6 | 7.6 |
| Dividend Growth(%) | N/A | -100.0 | 19.0 | -81.5 | -90.1 | N/A | N/A | N/A | 19.0 | -28.8 | 7.8 | -44.0 | -85.3 | 19.0 | -33.1 | 149.2 | -50.4 | -55.4 | 11.9 | 1036.2 | -21.4 | 819.4 | 3000.0 | -98.6 | -93.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2007
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See LARGE BLEND Asset Class Trend Rankings |
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