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LBNSX: LORD ABBETT BOND DEBENTURE FUND INC CLASS R4 (MUTUAL FUND)
Basic Info 7.16 0.05(0.69%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 07/01/2015 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 6.11% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/01/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 0.2 | 6.8 | 7.0 | 1.8 | 4.3 | 3.9 | 8.5 | 6.8 | 6.8 | -12.7 | 3.2 | 7.4 | 13.5 | -4.2 | 9.2 | 12.3 | -5.1 |
| Sharpe Ratio | NA | -0.42 | 1.03 | 0.85 | -0.16 | 0.52 | 0.47 | 1.36 | 0.79 | 0.6 | -2.41 | 0.99 | 0.73 | 3.96 | -1.4 | 3.24 | 2.35 | -2.0 |
| Draw Down(%) | NA | 3.9 | 3.9 | 4.6 | 16.6 | 19.8 | 19.8 | 4.6 | 2.1 | 5.5 | 15.3 | 2.4 | 19.8 | 1.1 | 6.6 | 1.8 | 5.7 | 6.2 |
| Standard Deviation(%) | NA | 4.7 | 4.1 | 4.4 | 4.7 | 5.1 | 5.1 | 4.2 | 4.0 | 5.4 | 5.9 | 3.2 | 9.8 | 3.0 | 4.0 | 2.6 | 5.1 | 4.9 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.06 | -0.01 | 0.05 | 0.04 | 0.09 | 0.05 | 0.06 | -0.28 | 0.09 | 0.06 | 0.38 | -0.3 | 0.41 | 0.75 | 2.92 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.03 | 0.01 | -0.02 | 0.03 | -0.02 | 0.03 | 0.04 | -0.04 |
| Beta | NA | 0.84 | 0.76 | 0.6 | 0.55 | 0.58 | 0.56 | 0.6 | 0.58 | 0.57 | 0.5 | 0.34 | 1.27 | 0.32 | 0.19 | 0.21 | 0.16 | -0.03 |
| RSquared | NA | 0.72 | 0.64 | 0.6 | 0.55 | 0.36 | 0.31 | 0.48 | 0.65 | 0.67 | 0.52 | 0.17 | 0.46 | 0.12 | 0.02 | 0.05 | 0.01 | 0.0 |
| Yield(%) | N/A | 2.0 | 5.6 | 5.8 | 4.4 | 4.8 | N/A | 6.0 | 5.9 | 5.1 | 4.0 | 3.6 | 3.8 | 4.4 | 5.4 | 5.0 | 4.9 | 2.5 |
| Dividend Growth(%) | N/A | -65.7 | -7.1 | 26.5 | 4.1 | N/A | N/A | 3.3 | 15.5 | 7.5 | 9.2 | 0.1 | -5.8 | -27.6 | 13.7 | 9.7 | 79.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2015
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