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Lord Abbett Multi-asset Balanced Opportunity Fund- Class I: (MF: LABYX)
(NASDAQ Mutual Funds) As of Aug 29, 2025 08:00 PM ET
$13.13 USD
-0.07 (-0.53%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.85 | 62 |
| 3 months | 6.33 | 43 |
| 6 months | 6.00 | 64 |
| 1 Year | 10.72 | 40 |
| 3 Year | 11.69 | 44 |
| 5 Year | 8.01 | 43 |
| 10 Year | 7.74 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -37.46 |
| Bull Market (2/09 - 3/21) | 370.11 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 12.73 |
| 5 Year | 9.14 |
| 10 Year | 6.88 |
| Since Inception | 6.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.34 | 6.17 | NA | NA |
| 2024 | 7.66 | 0.59 | 6.19 | 0.32 |
| 2023 | 2.64 | 2.94 | -2.54 | 8.93 |
| 2022 | -6.35 | -12.18 | -2.46 | 4.77 |
| 2021 | 4.54 | 3.12 | -0.56 | 3.36 |
| 2020 | -16.82 | 18.48 | 6.63 | 13.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.85 | 15.38 | 12.17 | -15.95 | 10.81 | 19.66 | 20.42 | -8.54 | 10.85 | 11.75 | -5.07 |
| % Total Return Rel to Index | -1.93 | -9.63 | -14.06 | 2.24 | -17.87 | 1.26 | -11.06 | -4.15 | -10.93 | -0.18 | -6.46 |
| % Total Return Rel to Peer | -0.62 | 5.47 | -0.98 | -2.99 | -0.69 | 8.97 | 3.22 | -2.05 | -2.60 | 5.47 | -2.72 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 1.00 | 3.00 | 4.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.20 | 0.33 | 0.27 | 0.20 | 0.94 | 0.52 | 0.27 | 0.43 | 0.48 | 0.40 | 0.40 |
| % Yield | 1.47 | 2.60 | 3.05 | 1.96 | 6.64 | 3.69 | 2.22 | 3.96 | 3.81 | 3.37 | 3.50 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 0.27 | 0.14 | 0.34 | 0.24 | 0.00 | 0.44 |
| Expense Ratio | 0.24 | 0.25 | 0.25 | 0.25 | 0.24 | 0.27 | 0.26 | 0.26 | 0.24 | 0.12 | 0.10 |
* 1 = Top 20%, 5 = Bottom 20%