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Lord Abbett Inflation Focused Fd Cl R3: (MF: LIFRX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$11.58 USD
+0.02 (0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.09 | 11 |
| 3 months | 0.52 | 10 |
| 6 months | 3.62 | 46 |
| 1 Year | 2.45 | 21 |
| 3 Year | 1.38 | 14 |
| 5 Year | 3.08 | 7 |
| 10 Year | 1.37 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 2.36 |
| 5 Year | 3.31 |
| 10 Year | 1.43 |
| Since Inception | 1.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.19 | NA | NA | NA |
| 2023 | 2.54 | -1.19 | -0.25 | 2.63 |
| 2022 | -0.57 | -4.09 | -2.26 | 2.03 |
| 2021 | 4.10 | 1.54 | 2.18 | 1.73 |
| 2020 | -14.91 | 10.16 | 6.07 | 5.87 |
| 2019 | 2.60 | 0.25 | -1.44 | 3.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.09 | 3.72 | -4.90 | 9.90 | 5.26 | 4.60 | -1.56 | 0.75 | 4.71 | -2.51 | -5.83 |
| % Total Return Rel to Index | 4.37 | -1.80 | 8.12 | 11.44 | -2.23 | -4.12 | -1.58 | -2.78 | 2.05 | -3.08 | -11.77 |
| % Total Return Rel to Peer | 2.81 | -0.50 | 5.46 | 8.66 | -2.04 | -1.99 | -0.78 | -1.69 | 2.21 | -1.58 | -8.58 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 4.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.14 | 0.43 | 0.37 | 0.26 | 0.36 | 0.41 | 0.41 | 0.37 | 0.47 | 0.47 | 0.43 |
| % Yield | 1.24 | 3.69 | 3.17 | 2.04 | 3.02 | 3.53 | 3.56 | 3.10 | 3.83 | 3.82 | 3.30 |
| Capital Gains ($) | 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 | 1.01 | 0.97 | 0.94 | 0.98 | 0.99 | 0.99 | 1.05 | 1.05 | 1.05 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%