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LDMFX: LORD ABBETT EMERGING MARKETS CURRENCY FUND CLASS F (MUTUAL FUND)
Basic Info
| Asset Class: | Currency |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 10/02/2007 |
| Last Dividend Date: | 01/30/2026 |
| 12-Mo. Yield | 5.72% |
| Expenses | 1.25% |
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Performance Analytics (As of 02/17/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 0.7 | 12.4 | 10.8 | 2.4 | 4.3 | 1.6 | 2.3 | 14.2 | 7.4 | 10.7 | -15.8 | -4.0 | 5.2 | 16.1 | -6.4 | 10.8 | 5.8 | -8.9 | -5.4 | -3.0 | 10.6 | -5.7 | 7.0 | 20.9 | -12.0 | 3.6 |
| Sharpe Ratio | NA | 0.85 | 1.88 | 1.31 | 0.0 | 0.37 | NA | 0.16 | 2.17 | 0.73 | 1.0 | -1.82 | -0.92 | 0.41 | 3.26 | -1.31 | 1.83 | 0.63 | -1.13 | -0.88 | -0.49 | 1.53 | -0.61 | 0.8 | 1.84 | -0.97 | 0.74 |
| Draw Down(%) | NA | 0.7 | 5.9 | 7.2 | 27.9 | 28.3 | NA | 28.3 | 5.9 | 2.9 | 7.2 | 25.3 | 5.9 | 22.6 | 1.9 | 11.8 | 3.3 | 4.8 | 11.2 | 10.8 | 8.7 | 7.1 | 13.3 | 7.9 | 8.5 | 27.7 | 6.6 |
| Standard Deviation(%) | NA | 3.3 | 5.1 | 5.6 | 6.6 | 7.2 | NA | 8.3 | 5.2 | 5.2 | 7.1 | 9.5 | 4.3 | 12.0 | 4.5 | 6.0 | 5.6 | 8.8 | 7.8 | 6.1 | 6.1 | 7.0 | 9.5 | 8.7 | 11.3 | 13.3 | 17.7 |
| Treynor Ratio | NA | 0.48 | -2.71 | -0.48 | 0.0 | -0.08 | NA | -0.03 | -1.68 | -0.13 | -0.33 | 0.35 | 0.23 | -0.14 | -2.69 | 0.14 | -0.23 | -0.09 | 0.28 | 0.17 | 0.06 | -0.13 | 0.07 | -0.09 | -0.31 | 0.21 | -0.47 |
| Alpha | NA | 0.01 | 0.04 | 0.03 | 0.0 | 0.01 | NA | 0.01 | 0.04 | 0.03 | 0.03 | -0.06 | -0.01 | 0.01 | 0.05 | -0.02 | 0.02 | 0.03 | -0.03 | -0.01 | -0.01 | 0.03 | -0.02 | 0.02 | 0.06 | -0.04 | 0.05 |
| Beta | NA | 0.06 | -0.04 | -0.16 | -0.28 | -0.35 | NA | -0.51 | -0.07 | -0.29 | -0.22 | -0.5 | -0.17 | -0.35 | -0.05 | -0.56 | -0.44 | -0.6 | -0.32 | -0.32 | -0.5 | -0.82 | -0.87 | -0.74 | -0.68 | -0.61 | -0.28 |
| RSquared | NA | 0.02 | 0.0 | 0.04 | 0.09 | 0.12 | NA | 0.25 | 0.01 | 0.11 | 0.05 | 0.24 | 0.05 | 0.07 | 0.0 | 0.32 | 0.25 | 0.27 | 0.16 | 0.08 | 0.28 | 0.61 | 0.72 | 0.61 | 0.51 | 0.35 | 0.02 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 5.9 | 6.2 | 5.4 | 3.8 | 2.8 | 4.4 | 5.6 | 5.1 | 4.6 | 5.6 | 2.7 | 2.6 | 2.6 | 2.9 | 3.2 | 6.0 | 3.4 | 3.9 | 5.9 |
| Dividend Growth(%) | N/A | -92.0 | N/A | N/A | N/A | N/A | N/A | N/A | -4.3 | 18.8 | 15.2 | 26.7 | -35.9 | -13.7 | -3.9 | 19.0 | -16.4 | 80.1 | -3.7 | -8.0 | -1.1 | -18.7 | -46.3 | 112.5 | -26.4 | -36.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2007
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