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Lord Abbett Multi-asset Balanced Opportunity Fund- Class C: (MF: BFLAX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$11.31 USD
+0.09 (0.80%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.36 | 21 |
| 3 months | 7.36 | 21 |
| 6 months | 16.74 | 34 |
| 1 Year | 16.52 | 38 |
| 3 Year | 1.45 | 79 |
| 5 Year | 6.79 | 49 |
| 10 Year | 5.00 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 79.97 |
| Bear Market (10/07 - 2/09) | -38.30 |
| Bull Market (2/09 - 3/21) | 247.24 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 15.35 |
| 5 Year | 6.78 |
| 10 Year | 5.00 |
| Since Inception | 5.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.36 | NA | NA | NA |
| 2023 | 2.38 | 2.70 | -2.82 | 8.74 |
| 2022 | -6.56 | -12.34 | -2.73 | 4.44 |
| 2021 | 4.26 | 2.90 | -0.80 | 3.06 |
| 2020 | -17.06 | 18.20 | 6.33 | 13.61 |
| 2019 | 10.75 | 2.79 | -0.64 | 5.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.36 | 11.11 | -16.79 | 9.67 | 18.43 | 19.27 | -9.43 | 9.73 | 10.71 | -6.02 | 5.08 |
| % Total Return Rel to Index | -3.19 | -15.13 | 1.41 | -19.00 | 0.03 | -12.21 | -5.04 | -12.06 | -1.22 | -7.41 | -8.56 |
| % Total Return Rel to Peer | 2.22 | -2.04 | -3.82 | -1.83 | 7.75 | 2.07 | -2.93 | -3.72 | 4.44 | -3.66 | 0.99 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 4.00 | 1.00 | 3.00 | 5.00 | 4.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.03 | 0.16 | 0.10 | 0.81 | 0.40 | 0.16 | 0.31 | 0.36 | 0.29 | 0.29 | 0.52 |
| % Yield | 0.31 | 1.50 | 1.00 | 5.95 | 3.00 | 1.39 | 3.00 | 3.01 | 2.57 | 2.62 | 4.15 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.41 | 0.27 | 0.14 | 0.34 | 0.24 | 0.00 | 0.44 | 0.49 |
| Expense Ratio | 0.00 | 1.25 | 1.25 | 1.24 | 1.27 | 1.27 | 1.26 | 1.24 | 1.12 | 1.09 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%