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Lord Abbett Alpha Strategy Fund - Cl R3: (MF: ALFRX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$24.04 USD
-0.03 (-0.13%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.66 | 21 |
| 3 months | -10.25 | 8 |
| 6 months | -7.73 | 28 |
| 1 Year | 2.09 | 24 |
| 3 Year | 3.46 | 46 |
| 5 Year | 9.66 | 61 |
| 10 Year | 6.01 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.90 |
| Bull Market (2/09 - 3/21) | 566.86 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -4.21 |
| 5 Year | 12.49 |
| 10 Year | 5.89 |
| Since Inception | 6.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.98 | NA | NA | NA |
| 2024 | 7.30 | -1.52 | 7.90 | -0.95 |
| 2023 | 5.90 | 3.44 | -6.60 | 11.04 |
| 2022 | -11.03 | -17.46 | -4.14 | 8.48 |
| 2021 | 10.00 | 3.62 | -2.55 | 3.22 |
| 2020 | -28.63 | 29.35 | 7.27 | 27.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.66 | 12.93 | 13.60 | -23.63 | 14.65 | 25.77 | 24.56 | -9.70 | 20.28 | 8.96 | -1.27 |
| % Total Return Rel to Index | -3.74 | -12.09 | -12.63 | -5.43 | -14.02 | 7.37 | -6.92 | -5.31 | -1.51 | -2.97 | -2.66 |
| % Total Return Rel to Peer | 2.02 | 1.00 | -2.47 | -4.11 | -4.65 | 6.77 | -0.86 | 1.07 | 4.68 | -6.98 | 3.45 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.01 | 0.33 | 0.30 | 0.00 | 0.18 | 0.00 | 0.00 | 0.11 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.04 | 1.11 | 1.07 | 0.00 | 0.77 | 0.00 | 0.00 | 0.38 |
| Capital Gains ($) | 0.00 | 0.18 | 0.09 | 1.34 | 1.12 | 1.73 | 3.29 | 3.16 | 3.18 | 2.93 | 3.82 |
| Expense Ratio | 0.00 | 0.69 | 0.68 | 0.69 | 0.66 | 0.68 | 0.69 | 0.67 | 0.65 | 0.52 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%