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Lord Abbett Multi-asset Balanced Opportunity Fund- Class P: (MF: LABPX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$11.28 USD
-0.03 (-0.27%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.49 | 19 |
| 3 months | 7.49 | 19 |
| 6 months | 17.10 | 32 |
| 1 Year | 17.11 | 35 |
| 3 Year | 2.01 | 70 |
| 5 Year | 7.37 | 42 |
| 10 Year | 5.57 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -37.79 |
| Bull Market (2/09 - 3/21) | 276.83 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 17.11 |
| 5 Year | 7.37 |
| 10 Year | 5.57 |
| Since Inception | 6.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.49 | NA | NA | NA |
| 2023 | 2.54 | 2.75 | -2.67 | 8.94 |
| 2022 | -6.34 | -12.34 | -2.59 | 4.69 |
| 2021 | 4.45 | 3.02 | -0.68 | 3.18 |
| 2020 | -16.91 | 18.33 | 6.45 | 13.72 |
| 2019 | 10.98 | 2.92 | -0.49 | 5.57 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.49 | 11.71 | -16.28 | 10.28 | 19.03 | 20.00 | -8.99 | 10.32 | 11.29 | -5.51 | 5.69 |
| % Total Return Rel to Index | -3.06 | -14.53 | 1.92 | -18.39 | 0.63 | -11.48 | -4.60 | -11.47 | -0.63 | -6.90 | -7.94 |
| % Total Return Rel to Peer | 2.36 | -1.44 | -3.31 | -1.21 | 8.34 | 2.80 | -2.50 | -3.14 | 5.02 | -3.15 | 1.61 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 1.00 | 3.00 | 5.00 | 4.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.05 | 0.22 | 0.15 | 0.88 | 0.47 | 0.22 | 0.38 | 0.43 | 0.35 | 0.35 | 0.58 |
| % Yield | 0.43 | 1.95 | 1.51 | 6.23 | 3.33 | 1.82 | 3.49 | 3.41 | 2.96 | 3.05 | 4.49 |
| Capital Gains ($) | 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 | 0.70 | 0.70 | 0.69 | 0.72 | 0.72 | 0.71 | 0.70 | 0.57 | 0.55 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%