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Lord Abbett Fundamental Equity Fund (LDFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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15.98

+0.14

(+0.88%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up20

Number of years down7

Best 1-yr total return (3 Oct 2024)36.63%

Worst 1-yr total return (3 Oct 2024)N/A

Risk statistics

3 years

LDFVXCategory average

5 years

LDFVXCategory average

10 years

LDFVXCategory average

Alpha

-0.51-0.01

-3.17-0.03

-3.24-0.03

BETA

0.870.01

0.940.01

0.950.01

Mean annual return

0.930.01

1.050.01

0.830.01

R-squared

83.150.78

86.480.83

87.990.84

Standard deviation

16.680.17

18.30.19

15.440.16

Sharpe ratio

0.440

0.550

0.530.01

Treynor ratio

7.310.04

9.520.07

7.740.08