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Lord Abbett Bond-Debenture F (LBDFX)

7.23 0.00 (0.00%)
At close: 8:01 PM EDT

Fund Summary

To pursue its objective, under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds, debentures and other fixed income securities. It may invest a substantial portion of its net assets in high-yield securities (commonly referred to as "below investment grade" or "junk" bonds). The fund may invest up to 20% of its net assets in equity securities, including common stocks, preferred stocks, convertible preferred stocks, and similar instruments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.81%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 4

Performance & Risk

YTD Return 7.20%
5y Average Return 2.60%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
LBDFXCategory AverageLBDFXCategory AverageLBDFXCategory Average
Alpha 0.63 0.01 2.22 0.02 2.35 0.02
BETA 0.79 0.01 0.85 0.01 0.75 0.01
Mean Annual Return 0.05 0 0.25 0 0.35 0
R-squared 72.53 0.16 36.5 0.16 27.38 0.16
Standard Deviation 7.15 0.08 8.75 0.06 7.01 0.05
Sharpe Ratio -0.47 0.01 0.07 0.01 0.36 0.01
Treynor Ratio -4.52 0.06 0.23 0.06 3.11 0.07

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