Lord Abbett (Ireland) Manager Performance Evaluation

F00000VHMV -- Ireland Fund  

USD 12.24  0.04  0.33%

The fund secures Beta (Market Risk) of -0.125 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.. Although it is extremely important to respect Lord Abbett Multi price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Lord Abbett Multi technical indicators you can presently evaluate if the expected return of 0.0547% will be sustainable into the future.
Horizon     30 Days    Login   to change

Lord Abbett Multi Relative Risk vs. Return Landscape

If you would invest  1,220  in Lord Abbett Multi Sector Inc Z USD Acc on August 25, 2018 and sell it today you would earn a total of  4.00  from holding Lord Abbett Multi Sector Inc Z USD Acc or generate 0.33% return on investment over 30 days. Lord Abbett Multi Sector Inc Z USD Acc is generating 0.0547% of daily returns and assumes 0.1339% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Lord Abbett Multi Sector Inc Z 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 Multi Sector Inc Z USD Acc is expected to generate 2.42 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.11 times less risky than the market. It trades about 0.41 of its potential returns per unit of risk. The DOW is currently generating roughly 0.32 of returns per unit of risk over similar time horizon.

Lord Abbett Current Valuation

Not valued
September 24, 2018
12.24
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Lord Abbett is Unknown risk asset. Lord Abbett Multi last-minute Real Value cannot be determined due to lack of data. The latest price of Lord Abbett Multi is $12.24. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Lord Abbett Multi from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Lord Abbett Market Risk Analysis

Sharpe Ratio = 0.4082
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Lord Abbett Relative Performance Indicators

Estimated Market Risk
 0.13
  actual daily
 
 99 %
of total potential
  
Expected Return
 0.05
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.41
  actual daily
 
 27 %
of total potential
  
Based on monthly moving average Lord Abbett is performing at about 27% 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 Multi Sector Inc Z USD Acc Risk Adjusted Performance Analysis

27 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Multi Sector Inc Z USD Acc are ranked lower than 27 (%) of all funds and portfolios of funds over the last 30 days.

Lord Abbett Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 83.49% of its assets under management (AUM) in fixed income securities

Lord Abbett Performance Indicators

Lord Abbett Multi Basic Price Performance Measures

Fifty Two Week Low11.8600
Fifty Two Week High12.0100
Annual Report Expense Ratio0.00%
Additionally see Investing Opportunities. Please also try Pair Correlation module to compare performance and examine historical correlation between any two equity instruments.
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