Lord Abbett (Ireland) Manager Performance Evaluation

F00000VHN7 -- Ireland Fund  

USD 9.99  0.01  0.10%

The fund secures Beta (Market Risk) of 0.1493 which conveys that as returns on market increase, Lord Abbett returns are expected to increase less than the market. However during bear market, the loss on holding Lord Abbett will be expected to be smaller as well.. Although it is extremely important to respect Lord Abbett EM 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 EM technical indicators you can presently evaluate if the expected return of 0.0803% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Lord Abbett EM Relative Risk vs. Return Landscape

If you would invest  995.00  in Lord Abbett EM Corp Dbt Z USD on June 22, 2018 and sell it today you would earn a total of  4.00  from holding Lord Abbett EM Corp Dbt Z USD or generate 0.4% return on investment over 30 days. Lord Abbett EM Corp Dbt Z USD is generating 0.0803% of daily returns and assumes 0.131% volatility on return distribution over the 30 days horizon. Simply put, 1% of equities are less volatile than Lord Abbett EM Corp Dbt Z USD 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 EM Corp Dbt Z USD is expected to generate 0.23 times more return on investment than the market. However, the company is 4.35 times less risky than the market. It trades about 0.61 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

Lord Abbett Current Valuation

Fairly Valued
July 22, 2018
9.99
Market Value
10.06
Real Value
Target Odds
  
10.45
Upside
Lord Abbett is not too risky asset. Lord Abbett EM secures last-minute Real Value of $10.06 per share. The latest price of the fund is $9.99. At this time the organization appears to be fairly valued. We determine the value of Lord Abbett EM 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 = 0.6132
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Lord Abbett Relative Performance Indicators

Estimated Market Risk
 0.13
  actual daily
 
 99 %
of total potential
  
Expected Return
 0.08
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.61
  actual daily
 
 40 %
of total potential
  
Based on monthly moving average Lord Abbett is performing at about 40% 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.

Performance Rating

Lord Abbett EM Corp Dbt Z USD Risk Adjusted Performance Analysis
40 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett EM Corp Dbt Z USD are ranked lower than 40 (%) of all funds and portfolios of funds over the last 30 days.

Lord Abbett Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 99.96% of its assets under management (AUM) in fixed income securities
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