Lord Abbett Manager Performance Evaluation

LBNYX -- USA Fund  

USD 8.21  0.01  0.12%

The fund secures Beta (Market Risk) of 0.0437 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 Bond 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 Bond technical indicators you can presently evaluate if the expected return of 0.0508% will be sustainable into the future.

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Bond Debenture Fund are ranked lower than 31 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Lord Abbett is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low7.71
Fifty Two Week High8.20
Annual Report Expense Ratio0.59%

Lord Abbett Bond Relative Risk vs. Return Landscape

If you would invest  796.00  in Lord Abbett Bond Debenture Fund on January 20, 2020 and sell it today you would earn a total of  25.00  from holding Lord Abbett Bond Debenture Fund or generate 3.14% return on investment over 30 days. Lord Abbett Bond Debenture Fund is currently producing 0.0508% returns and takes up 0.1091% volatility of returns over 30 trading days. Put another way, 0% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
  Risk (%) 
Assuming 30 trading days horizon, Lord Abbett is expected to generate 1.72 times less return on investment than the market. But when comparing it to its historical volatility, the company is 7.35 times less risky than the market. It trades about 0.47 of its potential returns per unit of risk. The DOW is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

Lord Abbett Current Valuation

Under Valued
February 19, 2020
Real Value
Lord Abbett is very steady asset. Lord Abbett Bond secures last-minute Real Value of $9.03 per share. The latest price of the fund is $8.21. At this time the organization appears to be under valued. We determine the value of Lord Abbett Bond 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 = 0.4654
Good Returns
Average Returns
Small Returns
Based on monthly moving average Lord Abbett is performing at about 31% 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 Alerts

Equity Alerts and Improvement Suggestions

On January 31, 2020 Lord Abbett paid $ 0.027 per share dividend to its current shareholders
The fund maintains about 90.19% of its assets in bonds
Additionally see Stocks Correlation. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.
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