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Lord Abbett Alpha Strategy Fund Class I: (MF: ALFYX)
(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET
$25.96 USD
-0.04 (-0.15%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.53 | 20 |
| 3 months | -10.19 | 7 |
| 6 months | -7.50 | 25 |
| 1 Year | 2.55 | 21 |
| 3 Year | 3.98 | 38 |
| 5 Year | 10.22 | 54 |
| 10 Year | 6.54 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.58 |
| Bull Market (2/09 - 3/21) | 622.03 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -3.71 |
| 5 Year | 13.07 |
| 10 Year | 6.42 |
| Since Inception | 8.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.86 | NA | NA | NA |
| 2024 | 7.43 | -1.39 | 8.03 | -0.81 |
| 2023 | 6.02 | 3.55 | -6.47 | 11.17 |
| 2022 | -10.94 | -17.33 | -3.99 | 8.57 |
| 2021 | 10.10 | 3.78 | -2.42 | 3.35 |
| 2020 | -28.58 | 29.56 | 7.41 | 27.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.53 | 13.51 | 14.16 | -23.25 | 15.24 | 26.40 | 25.15 | -9.22 | 20.85 | 9.51 | -0.81 |
| % Total Return Rel to Index | -3.61 | -11.50 | -12.08 | -5.04 | -13.43 | 8.00 | -6.33 | -4.82 | -0.94 | -2.41 | -2.20 |
| % Total Return Rel to Peer | 2.14 | 1.59 | -1.91 | -3.73 | -4.06 | 7.40 | -0.28 | 1.55 | 5.25 | -6.43 | 3.91 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.09 | 0.07 | 0.13 | 0.48 | 0.41 | 0.00 | 0.32 | 0.00 | 0.00 | 0.26 |
| % Yield | 0.00 | 0.32 | 0.36 | 0.56 | 1.49 | 1.37 | 0.00 | 1.29 | 0.00 | 0.00 | 0.85 |
| Capital Gains ($) | 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 | 0.19 | 0.18 | 0.19 | 0.16 | 0.18 | 0.19 | 0.17 | 0.16 | 0.02 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%