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SCLSX: SC Lord Abbett Growth & Income Svc (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/2008 |
| Last Dividend Date: | 09/14/2012 |
| 12-Mo. Yield | 20.00% |
| Expenses | - |
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Performance Analytics (As of 01/16/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 03/11/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -5.6 | -3.4 | -7.2 | 0.0 | -2.2 | -17.9 | 16.9 | 6.1 | -30.1 |
| Sharpe Ratio | NA | -0.32 | -0.15 | -0.24 | 0.0 | -0.13 | -0.64 | 0.81 | 0.17 | -0.79 |
| Draw Down(%) | NA | 13.8 | 32.6 | 55.4 | 0.0 | 13.8 | 32.6 | 17.9 | 34.1 | 46.6 |
| Standard Deviation(%) | NA | 18.0 | 23.1 | 30.8 | NA | 17.3 | 27.9 | 20.7 | 35.8 | 46.2 |
| Treynor Ratio | NA | -0.06 | -0.03 | -0.07 | NA | -0.02 | -0.18 | 0.16 | 0.05 | -0.36 |
| Alpha | NA | -0.09 | -0.08 | -0.06 | 0.0 | -0.06 | -0.08 | 0.0 | -0.09 | 0.01 |
| Beta | NA | 0.9 | 1.02 | 1.06 | 0.0 | 0.96 | 1.02 | 1.08 | 1.21 | 1.01 |
| RSquared | NA | 0.45 | 0.71 | 0.84 | 0.0 | 0.53 | 0.76 | 0.91 | 0.86 | 0.94 |
| Yield(%) | N/A | 20.0 | 12.8 | N/A | 0.0 | 20.3 | 16.2 | 4.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -3.5 | N/A | N/A | -100.0 | -3.5 | 321.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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