Lord Abbett (Germany) Manager Performance Evaluation
| 0P00017HQ8 | 11.21 0.03 0.27% |
The fund secures a Beta (Market Risk) of 0.18, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lord Abbett's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lord Abbett is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Short are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat 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.
...moreLord |
Lord Abbett Relative Risk vs. Return Landscape
If you would invest 1,069 in Lord Abbett Short on September 12, 2024 and sell it today you would earn a total of 52.00 from holding Lord Abbett Short or generate 4.86% return on investment over 90 days. Lord Abbett Short is generating 0.075% of daily returns and assumes 0.3925% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Lord, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lord Abbett Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lord Abbett's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Lord Abbett Short, and traders can use it to determine the average amount a Lord Abbett's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1911
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | 0P00017HQ8 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Lord Abbett is performing at about 15% 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.
Things to note about Lord Abbett Short performance evaluation
Checking the ongoing alerts about Lord Abbett for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Lord Abbett Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lord Abbett's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lord Abbett's fund performance include:- Analyzing Lord Abbett's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lord Abbett's stock is overvalued or undervalued compared to its peers.
- Examining Lord Abbett's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lord Abbett's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lord Abbett's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Lord Abbett's fund. These opinions can provide insight into Lord Abbett's potential for growth and whether the stock is currently undervalued or overvalued.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |