Lord Abbett Financial Statements From 2010 to 2024

LFROX Fund  USD 8.19  0.01  0.12%   
Lord Abbett financial statements provide useful quarterly and yearly information to potential Lord Abbett Floating investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Lord Abbett financial statements helps investors assess Lord Abbett's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Lord Abbett's valuation are summarized below:
Lord Abbett Floating does not presently have any fundamental ratios for analysis.
Check Lord Abbett financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Lord Abbett's main balance sheet or income statement drivers, such as , as well as many indicators such as . Lord financial statements analysis is a perfect complement when working with Lord Abbett Valuation or Volatility modules.
  
This module can also supplement various Lord Abbett Technical models . Check out the analysis of Lord Abbett Correlation against competitors.

Lord Abbett Floating Mutual Fund Year To Date Return Analysis

Lord Abbett's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Lord Abbett Year To Date Return

    
  8.50 %  
Most of Lord Abbett's fundamental indicators, such as Year To Date 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 Floating is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Lord Abbett Floating has a Year To Date Return of 8.499%. This is much higher than that of the Lord Abbett family and significantly higher than that of the Bank Loan category. The year to date return for all United States funds is notably lower than that of the firm.

Lord Abbett Floating 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 Floating is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  98.48  of Year To Date Return per Annual Yield. 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

Lord Abbett investors use historical fundamental indicators, such as Lord Abbett's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Lord Abbett. Please read more on our technical analysis and fundamental analysis pages.
Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20 percent of its net assets in other types of debt securities and short-term instruments.

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Other Information on Investing in Lord Mutual Fund

Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
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