Nasdaq - Delayed Quote USD

Lord Abbett Core Plus Bond I (LAPIX)

12.64
-0.02
(-0.16%)
At close: 8:01:26 PM EDT

Fund Summary

Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a variety of fixed income securities. It will invest in investment grade debt securities, but also may invest up to 35% of its net assets in high-yield debt securities. High-yield debt securities are debt securities that are rated BB/Ba or lower by an independent rating agency, or are unrated but determined by Lord Abbett to be of comparable quality.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.08%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 1.62%
5y Average Return 1.28%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LAPIXCategory AverageLAPIXCategory AverageLAPIXCategory Average
Alpha 0.55 0 2.06 0.01 -- 0.01
BETA 0.96 0.01 0.98 0.01 -- 0.01
Mean Annual Return 0.24 0 0.14 0 -- 0
R-squared 97.39 0.62 94.89 0.65 -- 0.64
Standard Deviation 7.15 0.05 6.37 0.04 -- 0.04
Sharpe Ratio -0.25 0.01 -0.19 0.01 -- 0.01
Treynor Ratio -2.18 0.05 -1.44 0.03 -- 0.04

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