Nasdaq - Delayed Quote • USD
Lord Abbett Health Care R5 (LHCTX)
At close: 6:45 PM EDT
Fund Summary
Under normal conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity and equity-related securities of health care-related companies. The Advisor considers health care-related companies to be those companies that operate in, or are related to, the major subsectors of the health care sector, including pharmaceuticals, biotechnology, health care technology, life sciences tools and services, health care equipment and supplies, and health care providers and services.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.46% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 1.49% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LHCTX | Category Average | LHCTX | Category Average | LHCTX | Category Average | |
| Alpha | -2.72 | 0.04 | -- | 0.03 | -- | 0.07 |
| BETA | 0.81 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | -- | 0.01 | -- | 0.01 |
| R-squared | 59.31 | 0.6 | -- | 0.52 | -- | 0.5 |
| Standard Deviation | 17.43 | 0.21 | -- | 0.19 | -- | 0.17 |
| Sharpe Ratio | 0.08 | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.04 | 0.17 | -- | 0.16 | -- | 0.18 |
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