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Lord Abbett Fundamental Equity A (LDFVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.85
+0.08
(+0.54%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
20
Number of years down
7
Best 1-yr total return (17 Jun 2024)
36.63%
Worst 1-yr total return (17 Jun 2024)
N/A
Risk statistics
3 years
LDFVX
Category average
5 years
LDFVX
Category average
10 years
LDFVX
Category average
Alpha
-0.79
-0.01
-2.83
-0.03
-3.17
-0.03
BETA
0.87
0.01
0.95
0.01
0.96
0.01
Mean annual return
0.75
0.01
1.08
0.01
0.79
0.01
R-squared
85.14
0.78
88.02
0.83
89.16
0.84
Standard deviation
16.73
0.17
18.54
0.19
15.47
0.16
Sharpe ratio
0.34
0
0.58
0
0.51
0.01
Treynor ratio
5.28
0.04
10
0.07
7.36
0.08
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