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Lord Abbett Securities Trust Alpha Strategy Fund Class C: (MF: ALFCX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$18.52 USD
-0.01 (-0.05%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.86 | 23 |
| 3 months | -10.41 | 9 |
| 6 months | -8.00 | 31 |
| 1 Year | 1.53 | 29 |
| 3 Year | 2.94 | 54 |
| 5 Year | 9.10 | 67 |
| 10 Year | 5.48 | 76 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 186.71 |
| Bear Market (10/07 - 2/09) | -53.23 |
| Bull Market (2/09 - 3/21) | 515.78 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -5.62 |
| 5 Year | 11.94 |
| 10 Year | 5.36 |
| Since Inception | 6.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.07 | NA | NA | NA |
| 2024 | 7.18 | -1.63 | 7.75 | -1.07 |
| 2023 | 5.77 | 3.35 | -6.78 | 10.95 |
| 2022 | -11.13 | -17.57 | -4.25 | 8.28 |
| 2021 | 9.83 | 3.49 | -2.63 | 3.09 |
| 2020 | -28.72 | 29.18 | 7.14 | 26.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.86 | 12.37 | 13.07 | -24.05 | 14.09 | 25.15 | 23.96 | -10.16 | 19.68 | 8.42 | -1.79 |
| % Total Return Rel to Index | -3.94 | -12.64 | -13.17 | -5.84 | -14.59 | 6.74 | -7.52 | -5.77 | -2.11 | -3.51 | -3.18 |
| % Total Return Rel to Peer | 1.82 | 0.45 | -3.00 | -4.53 | -5.22 | 6.15 | -1.46 | 0.60 | 4.08 | -7.52 | 2.92 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.18 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.92 | 0.80 | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.18 | 0.09 | 1.34 | 1.12 | 1.73 | 3.29 | 3.16 | 3.18 | 2.93 | 3.81 |
| Expense Ratio | 0.00 | 1.19 | 1.18 | 1.19 | 1.16 | 1.18 | 1.19 | 1.17 | 1.16 | 1.02 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%