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Lord Abbett Alpha Strategy Fd - Cl R2: (MF: ALFQX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$23.33 USD
+0.24 (1.04%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.00 | 33 |
| 3 months | 2.08 | 52 |
| 6 months | 19.77 | 43 |
| 1 Year | 8.87 | 82 |
| 3 Year | -4.43 | 76 |
| 5 Year | 5.58 | 72 |
| 10 Year | 6.58 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.98 |
| Bull Market (2/09 - 3/21) | 513.10 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 15.01 |
| 5 Year | 7.59 |
| 10 Year | 6.82 |
| Since Inception | 6.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.29 | NA | NA | NA |
| 2023 | 5.91 | 3.37 | -6.62 | 11.05 |
| 2022 | -11.04 | -17.44 | -4.17 | 8.41 |
| 2021 | 9.97 | 3.58 | -2.54 | 3.15 |
| 2020 | -28.71 | 29.40 | 7.23 | 26.97 |
| 2019 | 15.36 | 3.53 | -4.17 | 8.73 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.00 | 13.53 | -23.71 | 14.51 | 25.61 | 24.46 | -9.79 | 20.14 | 8.87 | -1.41 | 2.50 |
| % Total Return Rel to Index | -5.03 | -12.71 | -5.51 | -14.16 | 7.21 | -7.02 | -5.40 | -1.65 | -3.06 | -2.80 | -11.14 |
| % Total Return Rel to Peer | 0.94 | -2.54 | -4.19 | -4.79 | 6.61 | -0.97 | 0.97 | 4.54 | -7.07 | 3.30 | -0.17 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.26 | 0.29 | 0.00 | 0.10 | 0.00 | 0.00 | 0.06 | 0.39 |
| % Yield | 0.00 | 0.00 | 0.01 | 0.89 | 1.06 | 0.00 | 0.44 | 0.00 | 0.00 | 0.22 | 1.17 |
| Capital Gains ($) | 0.00 | 0.09 | 1.34 | 1.12 | 1.73 | 3.29 | 3.16 | 3.18 | 2.93 | 3.82 | 2.93 |
| Expense Ratio | 0.00 | 0.78 | 0.79 | 0.76 | 0.78 | 0.79 | 0.77 | 0.76 | 0.62 | 0.60 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%