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LICAX: LORD ABBETT INTERNATIONAL CORE EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 20.32 1(4.69%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 01/05/2004 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.46% |
| Expenses | 1.22% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.2 | 13.1 | 25.5 | 19.6 | 5.8 | 7.9 | 5.2 | 4.5 | 5.7 | 31.5 | 9.3 | 12.4 | -18.9 | 0.0 | 16.9 | 21.4 | -18.2 | 25.1 | -1.8 | -2.7 | -9.5 | 22.3 | 14.6 | -12.2 | 6.5 | 33.2 | -42.6 | 13.7 | 23.7 | 17.1 | 12.7 |
| Sharpe Ratio | NA | 1.27 | 1.24 | 1.01 | 0.19 | 0.35 | NA | NA | 0.23 | 1.74 | 0.42 | 0.67 | -0.97 | 0.0 | 0.56 | 1.82 | -1.32 | 2.8 | -0.11 | -0.18 | -0.81 | 1.71 | 0.91 | -0.47 | 0.3 | 1.12 | -1.15 | 0.6 | 1.43 | 1.51 | 0.95 |
| Draw Down(%) | NA | 13.4 | 13.4 | 14.5 | 38.2 | 38.2 | NA | NA | 59.3 | 14.5 | 9.1 | 11.9 | 29.8 | 16.0 | 32.4 | 7.9 | 26.1 | 2.5 | 11.9 | 15.9 | 14.4 | 10.3 | 16.3 | 25.8 | 21.4 | 26.5 | 53.3 | 13.7 | 17.1 | 8.1 | 10.9 |
| Standard Deviation(%) | NA | 24.3 | 18.3 | 16.2 | 17.7 | 17.9 | NA | NA | 19.3 | 16.5 | 13.3 | 13.1 | 21.0 | 19.0 | 29.7 | 11.0 | 14.9 | 8.8 | 18.4 | 15.6 | 11.7 | 13.0 | 16.1 | 26.1 | 21.3 | 29.5 | 37.8 | 17.7 | 14.2 | 9.8 | 12.4 |
| Treynor Ratio | NA | 0.23 | 0.19 | 0.15 | 0.03 | 0.07 | NA | NA | 0.05 | 0.28 | 0.05 | 0.09 | -0.21 | 0.0 | 0.22 | 0.2 | -0.19 | 0.23 | -0.02 | -0.03 | -0.1 | 0.23 | 0.16 | -0.13 | 0.07 | 0.33 | -0.49 | 0.11 | 0.21 | 0.18 | 0.15 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.02 | -0.02 | -0.03 | -0.05 | 0.04 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 | 0.0 | 0.02 | 0.0 |
| Beta | NA | 1.31 | 1.19 | 1.08 | 1.04 | 0.96 | NA | NA | 0.94 | 1.04 | 1.03 | 0.98 | 0.95 | 1.16 | 0.76 | 0.98 | 1.06 | 1.07 | 1.0 | 0.94 | 0.99 | 0.98 | 0.93 | 0.94 | 0.96 | 0.99 | 0.88 | 0.95 | 0.96 | 0.84 | 0.78 |
| RSquared | NA | 0.91 | 0.86 | 0.89 | 0.85 | 0.75 | NA | NA | 0.85 | 0.89 | 0.91 | 0.94 | 0.96 | 0.63 | 0.49 | 0.91 | 0.91 | 0.81 | 0.93 | 0.87 | 0.9 | 0.91 | 0.91 | 0.96 | 0.91 | 0.93 | 0.92 | 0.81 | 0.82 | 0.76 | 0.72 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 4.6 | 1.9 | 1.6 | 1.4 | 1.3 | 1.7 | 1.7 | 2.4 | 2.2 | 1.3 | 1.1 | 2.2 | 2.5 | 1.8 | 1.1 | 0.9 | 1.4 | 10.8 | 7.3 | 3.4 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 48.7 | 157.5 | -5.1 | 17.7 | 22.9 | -11.6 | -20.3 | -10.3 | 6.9 | 59.9 | 11.0 | -44.5 | -0.8 | 19.9 | 68.7 | 70.1 | -64.8 | -86.8 | 69.0 | 149.1 | 4837.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2003
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