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LADCX: LORD ABBETT DEVELOPING GROWTH FUND INC CLASS C (MUTUAL FUND)
Basic Info 14.1 0.91(6.06%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 01/23/1997 |
| Last Dividend Date: | 11/23/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.7 | 24.1 | 50.3 | 18.7 | 2.8 | 13.3 | 10.8 | 10.3 | 8.9 | 13.5 | 21.0 | 7.7 | -36.6 | -23.7 | 41.7 | 30.1 | 3.3 | 28.9 | -3.4 | -9.5 | 2.5 | 56.3 | 9.7 | -2.3 | 35.6 | 46.0 | -47.8 | 35.0 | 11.8 | 11.2 | 5.6 | 39.2 | -29.8 | -7.5 | -18.2 | 37.3 | 7.6 | 22.3 |
| Sharpe Ratio | NA | 1.93 | 1.75 | 0.59 | 0.01 | 0.42 | NA | NA | 0.29 | 0.46 | 0.63 | 0.16 | -1.05 | -0.62 | 0.94 | 1.34 | 0.08 | 1.88 | -0.18 | -0.48 | 0.12 | 3.17 | 0.52 | -0.07 | 1.43 | 1.44 | -1.17 | 1.58 | 0.47 | 0.56 | 0.24 | 1.92 | -1.24 | -0.37 | -0.72 | 1.96 | 0.18 | 1.0 |
| Draw Down(%) | NA | 14.8 | 14.8 | 32.3 | 52.0 | 55.3 | NA | NA | 60.6 | 29.2 | 11.8 | 23.7 | 40.2 | 40.2 | 37.2 | 19.0 | 32.4 | 6.9 | 22.5 | 21.6 | 18.8 | 7.3 | 14.1 | 28.4 | 15.7 | 20.8 | 59.0 | 11.2 | 19.6 | 11.3 | 21.6 | 12.8 | 40.1 | 33.4 | 34.3 | 11.2 | 38.8 | 15.1 |
| Standard Deviation(%) | NA | 32.6 | 27.3 | 26.0 | 27.8 | 27.4 | NA | NA | 25.4 | 28.8 | 22.9 | 21.1 | 36.2 | 38.5 | 43.8 | 21.5 | 26.3 | 15.2 | 19.7 | 19.7 | 20.7 | 17.7 | 18.7 | 33.0 | 24.8 | 31.8 | 41.5 | 20.3 | 18.4 | 16.1 | 19.6 | 20.1 | 24.9 | 26.9 | 31.1 | 17.4 | 23.2 | 20.3 |
| Treynor Ratio | NA | 0.47 | 0.38 | 0.14 | 0.0 | 0.1 | NA | NA | 0.07 | 0.12 | 0.13 | 0.03 | -0.36 | -0.17 | 0.42 | 0.23 | 0.02 | 0.21 | -0.03 | -0.08 | 0.02 | 0.48 | 0.09 | -0.02 | 0.35 | 0.48 | -0.52 | 0.3 | 0.08 | 0.09 | 0.04 | 0.39 | -0.32 | -0.1 | -0.29 | 0.41 | 0.05 | 0.0 |
| Alpha | NA | 0.05 | 0.05 | 0.01 | -0.01 | 0.01 | NA | NA | 0.0 | 0.02 | 0.01 | -0.05 | -0.03 | -0.12 | 0.03 | -0.03 | 0.05 | 0.0 | -0.06 | -0.03 | -0.01 | 0.03 | -0.03 | 0.0 | 0.01 | 0.02 | -0.07 | 0.08 | 0.0 | 0.01 | -0.04 | -0.01 | -0.08 | -0.03 | -0.07 | 0.07 | 0.03 | NA |
| Beta | NA | 1.35 | 1.24 | 1.12 | 1.11 | 1.12 | NA | NA | 1.02 | 1.08 | 1.12 | 1.0 | 1.07 | 1.4 | 0.98 | 1.27 | 1.31 | 1.36 | 1.08 | 1.15 | 1.27 | 1.17 | 1.05 | 1.0 | 1.01 | 0.95 | 0.94 | 1.06 | 1.06 | 1.06 | 1.04 | 0.99 | 0.97 | 1.02 | 0.77 | 0.84 | 0.87 | NA |
| RSquared | NA | 0.89 | 0.82 | 0.84 | 0.88 | 0.89 | NA | NA | 0.87 | 0.83 | 0.84 | 0.86 | 0.95 | 0.64 | 0.75 | 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 | 0.96 | 0.96 | 0.93 | 0.94 | 0.92 | 0.78 | 0.56 | 0.69 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 21.5 | 26.2 | 37.4 | 35.6 | 0.0 | 0.0 | 10.7 | 20.4 | 30.4 | 9.8 | 6.5 | 0.0 | 0.0 | 0.0 | 15.7 | 17.9 | 1.4 | 0.3 | 0.0 | 0.0 | 0.0 | 3.7 | 4.6 | 0.2 | 12.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.1 | -34.2 | -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 | 433.3 | N/A | N/A | N/A | -100.0 | 5.1 | 2550.0 | -98.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/1997
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