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Lord Abbett Securities Trust - Alpha Strategy Fund Class A: (MF: ALFAX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$25.55 USD
+0.25 (0.99%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.58 | 20 |
| 3 months | -10.24 | 8 |
| 6 months | -7.61 | 27 |
| 1 Year | 2.31 | 23 |
| 3 Year | 3.72 | 42 |
| 5 Year | 9.93 | 58 |
| 10 Year | 6.27 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 196.32 |
| Bear Market (10/07 - 2/09) | -52.81 |
| Bull Market (2/09 - 3/21) | 592.25 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -9.18 |
| 5 Year | 11.54 |
| 10 Year | 5.56 |
| Since Inception | 6.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.89 | NA | NA | NA |
| 2024 | 7.35 | -1.45 | 7.96 | -0.92 |
| 2023 | 5.98 | 3.51 | -6.56 | 11.14 |
| 2022 | -10.97 | -17.37 | -4.10 | 8.52 |
| 2021 | 10.05 | 3.68 | -2.47 | 3.28 |
| 2020 | -28.63 | 29.50 | 7.33 | 27.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.58 | 13.17 | 13.92 | -23.45 | 14.93 | 26.08 | 24.82 | -9.43 | 20.58 | 9.20 | -1.05 |
| % Total Return Rel to Index | -3.66 | -11.84 | -12.32 | -5.24 | -13.75 | 7.68 | -6.66 | -5.04 | -1.21 | -2.73 | -2.44 |
| % Total Return Rel to Peer | 2.09 | 1.24 | -2.15 | -3.93 | -4.38 | 7.09 | -0.61 | 1.34 | 4.98 | -6.74 | 3.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.02 | 0.01 | 0.07 | 0.41 | 0.36 | 0.00 | 0.26 | 0.00 | 0.00 | 0.18 |
| % Yield | 0.00 | 0.09 | 0.10 | 0.31 | 1.31 | 1.22 | 0.00 | 1.04 | 0.00 | 0.00 | 0.60 |
| Capital Gains ($) | 0.00 | 0.18 | 0.09 | 1.34 | 1.12 | 1.73 | 3.28 | 3.16 | 3.18 | 2.92 | 3.82 |
| Expense Ratio | 0.00 | 0.44 | 0.43 | 0.44 | 0.41 | 0.43 | 0.44 | 0.52 | 0.41 | 0.27 | 0.25 |
* 1 = Top 20%, 5 = Bottom 20%