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Lord Abbett Investment Trust Short Duration Income Fd Cl F: (MF: LDLFX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$3.84 USD
+0.01 (0.26%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.97 | 36 |
| 3 months | 0.97 | 36 |
| 6 months | 3.82 | 83 |
| 1 Year | 4.65 | 45 |
| 3 Year | 0.67 | 29 |
| 5 Year | 1.68 | 38 |
| 10 Year | 1.91 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 2.27 |
| Bull Market (2/09 - 3/21) | 67.22 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 4.65 |
| 5 Year | 1.68 |
| 10 Year | 1.91 |
| Since Inception | 3.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.97 | NA | NA | NA |
| 2023 | 1.85 | -0.14 | 0.93 | 2.82 |
| 2022 | -2.53 | -1.76 | -1.44 | 1.01 |
| 2021 | 0.40 | 0.62 | 0.35 | -0.56 |
| 2020 | -5.38 | 5.38 | 1.45 | 1.63 |
| 2019 | 2.19 | 1.44 | 0.92 | 0.82 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.97 | 5.56 | -4.67 | 0.81 | 2.81 | 5.48 | 1.32 | 2.30 | 3.86 | 0.42 | 1.60 |
| % Total Return Rel to Index | 1.74 | 0.03 | 8.34 | 2.35 | -4.69 | -3.23 | 1.30 | -1.24 | 1.20 | -0.15 | -4.33 |
| % Total Return Rel to Peer | 0.42 | -0.82 | 4.84 | 0.14 | -3.12 | -2.49 | 2.46 | -1.70 | -1.27 | 2.40 | -1.00 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 2.00 | 5.00 | 4.00 | 1.00 | 5.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.04 | 0.17 | 0.12 | 0.09 | 0.11 | 0.15 | 0.16 | 0.14 | 0.17 | 0.15 | 0.17 |
| % Yield | 1.17 | 4.52 | 3.17 | 2.17 | 2.62 | 3.50 | 3.80 | 3.32 | 3.88 | 3.54 | 3.72 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.49 | 0.48 | 0.48 | 0.49 | 0.50 | 0.49 | 0.49 | 0.50 | 0.50 | 0.49 |
* 1 = Top 20%, 5 = Bottom 20%