LORD ABBETT Financial Statements From 2010 to 2023
| ALFRX Fund | USD 19.95 0.28 1.42% |
Check LORD ABBETT financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among LORD main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . LORD financial statements analysis is a perfect complement when working with LORD ABBETT Valuation or Volatility modules.
LORD |
LORD Ten Year Return Analysis
LORD ABBETT's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current LORD ABBETT Ten Year Return | 9.37 % |
Most of LORD ABBETT's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, LORD ABBETT ALPHA is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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LORD ABBETT Ten Year Return Component Assessment
Based on the latest financial disclosure, LORD ABBETT ALPHA has a Ten Year Return of 9.37%. This is 23.13% lower than that of the Lord Abbett family and 23.13% lower than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.
LORD ABBETT ALPHA Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining LORD ABBETT's current stock value. Our valuation model uses many indicators to compare LORD ABBETT value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across LORD ABBETT competition to find correlations between indicators driving LORD ABBETT's intrinsic value. More Info.LORD ABBETT ALPHA is the top fund in five year return among similar funds. It is the top fund in ten year return among similar funds reporting about 2.42 of Ten Year Return per Five Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value LORD ABBETT by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for LORD ABBETT's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the LORD ABBETT's earnings, one of the primary drivers of an investment's value.About LORD ABBETT Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include LORD ABBETT income statement, its balance sheet, and the statement of cash flows. LORD ABBETT investors use historical funamental indicators, such as LORD ABBETT's revenue or net income, to determine how well the company is positioned to perform in the future. Although LORD ABBETT investors may use each financial statement separately, they are all related. The changes in LORD ABBETT's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on LORD ABBETT's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on LORD ABBETT Financial Statements. Understanding these patterns can help to make the right decision on long term investment in LORD ABBETT. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund of funds that invests in affiliated mutual funds managed by Lord, Abbett Co. Lord Abbett is traded on NASDAQ Exchange in the United States.
Be your own money manager
Our tools can tell you how much better you can do entering a position in LORD ABBETT without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Pair Trading with LORD ABBETT
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if LORD ABBETT position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in LORD ABBETT will appreciate offsetting losses from the drop in the long position's value.Moving together with LORD Mutual Fund
| + | 0.99 | VISGX | VANGUARD SMALL-CAP GROWTH | PairCorr | ||
| + | 0.94 | VSGIX | VANGUARD SMALL-CAP GROWTH | PairCorr | ||
| + | 0.99 | VSGAX | VANGUARD SMALL-CAP GROWTH | PairCorr | ||
| + | 0.95 | VEXRX | VANGUARD EXPLORER FUND | PairCorr | ||
| + | 0.99 | VEXPX | VANGUARD EXPLORER FUND | PairCorr |
The ability to find closely correlated positions to LORD ABBETT could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace LORD ABBETT when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back LORD ABBETT - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling LORD ABBETT ALPHA to buy it.
The correlation of LORD ABBETT is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as LORD ABBETT moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if LORD ABBETT ALPHA moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for LORD ABBETT can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of LORD ABBETT Correlation against competitors. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Complementary Tools for LORD Mutual Fund analysis
When running LORD ABBETT's price analysis, check to measure LORD ABBETT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LORD ABBETT is operating at the current time. Most of LORD ABBETT's value examination focuses on studying past and present price action to predict the probability of LORD ABBETT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LORD ABBETT's price. Additionally, you may evaluate how the addition of LORD ABBETT to your portfolios can decrease your overall portfolio volatility.
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