Lord Abbett (Ireland) Manager Performance Evaluation

F00000UPJ8 -- Ireland Fund  

 10.16  0.06  0.59%

The fund secures Beta (Market Risk) of -0.0119 which conveys that as returns on market increase, returns on owning Lord Abbett are expected to decrease at a much smaller rate. During bear market, Lord Abbett is likely to outperform the market.. Even though it is essential to pay attention to Lord Abbett Total price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Lord Abbett exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Lord Abbett Total Relative Risk vs. Return Landscape

If you would invest  1,027  in Lord Abbett Total Return A USD Acc on September 23, 2018 and sell it today you would lose (11.00)  from holding Lord Abbett Total Return A USD Acc or give up 1.07% of portfolio value over 30 days. Lord Abbett Total Return A USD Acc is generating negative expected returns and assumes 0.6184% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than Lord Abbett Total Return A USD Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Lord Abbett Total Return A USD Acc is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.68 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.21 of returns per unit of risk over similar time horizon.

Lord Abbett Market Risk Analysis

Sharpe Ratio = -0.5774
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Lord Abbett Relative Performance Indicators

Estimated Market Risk
 0.62
  actual daily
 
 95 %
of total potential
  
Expected Return
 -0.36
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Lord Abbett is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lord Abbett by adding it to a well-diversified portfolio.

Lord Abbett Performance Rating

Lord Abbett Total Return A USD Acc Risk Adjusted Performance Analysis

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Risk-Adjusted Fund Performance

Over the last 30 days Lord Abbett Total Return A USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Lord Abbett Alerts

Equity Alerts and Improvement Suggestions

Lord Abbett Total is not yet fully synchronised with the market data
Lord Abbett Total generates negative expected return over the last 30 days
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