It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LVMAX: LORD ABBETT CALIBRATED MID CAP VALUE FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/23/2011 |
| Last Dividend Date: | 02/20/2019 |
| 12-Mo. Yield | 0.02% |
| Expenses | 0.85% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/30/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/23/2011 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 16.4 | 3.3 | 3.6 | 10.4 | 15.4 | -13.8 | 10.9 | 17.3 | -6.7 | 15.7 | 33.9 | 17.5 | 0.5 |
| Sharpe Ratio | NA | 2.91 | 0.2 | 0.22 | 0.78 | 2.76 | -1.01 | 1.21 | 1.09 | -0.44 | 1.34 | 2.72 | 1.26 | 5.69 |
| Draw Down(%) | NA | 1.5 | 21.9 | 23.0 | 23.0 | 1.5 | 21.9 | 4.6 | 13.8 | 14.6 | 9.3 | 7.0 | 11.2 | 0.2 |
| Standard Deviation(%) | NA | 5.1 | 10.5 | 12.8 | 12.7 | 5.1 | 15.1 | 8.5 | 15.7 | 15.5 | 11.7 | 12.4 | 14.0 | 6.0 |
| Treynor Ratio | NA | 0.91 | 0.03 | 0.03 | 0.11 | 0.87 | -0.15 | 0.1 | 0.17 | -0.07 | 0.16 | 0.34 | 0.18 | 1.31 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | 0.0 | 0.04 | -0.01 | -0.02 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.16 |
| Beta | NA | 0.16 | 0.71 | 0.86 | 0.91 | 0.16 | 0.99 | 1.01 | 1.01 | 1.01 | 1.0 | 1.0 | 0.98 | 0.26 |
| RSquared | NA | 0.16 | 0.69 | 0.83 | 0.88 | 0.15 | 0.97 | 0.93 | 0.97 | 0.97 | 0.96 | 0.96 | 0.96 | 0.59 |
| Yield(%) | N/A | 0.0 | 6.0 | 5.4 | N/A | 0.0 | 9.4 | 8.2 | 1.8 | 7.9 | 12.2 | 12.2 | 3.9 | 0.0 |
| Dividend Growth(%) | N/A | -99.9 | -16.0 | N/A | N/A | -99.9 | 16.2 | 433.1 | -80.5 | -32.5 | 17.2 | 257.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) (99%)
- JMCVX (PERKINS MID CAP VALUE FUND CLASS T) (98%)
- MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) (97%)
- NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) (97%)
- VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) (96%)
- FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) (93%)
- GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) (93%)
- LMOPX (MILLER OPPORTUNITY TRUST CLASS C) (92%)
- NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) (92%)
- SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) (91%)
Best ETFs
- DVY (iShares Select Dividend ETF) (100%)
- MPIQMKTEcon (MPIQCompEcon) (100%)
- IWS (iShares Russell Mid-Cap Value ETF) (99%)
- IJJ (iShares S&P Mid-Cap 400 Value ETF) (98%)
- DON (WisdomTree U.S. MidCap Dividend Fund) (96%)
- FAB (First Trust Multi Cap Value AlphaDEX Fund) (95%)
- RPV (Invesco S&P 500 Pure Value ETF) (95%)
- RWK (Invesco S&P MidCap 400 Revenue ETF) (95%)
- VOE (Vanguard Mid-Cap Value ETF) (94%)
- PEY (Invesco High Yield Equity Dividend Achievers ETF) (94%)
Latest Articles Related to LVMAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
