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Lord Abbett Investment Trust Income Fd Cl A: (MF: LAGVX)
(NASDAQ Mutual Funds) As of Sep 29, 2025 08:00 PM ET
$2.48 USD
+0.01 (0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.49 | 17 |
| 3 months | 3.48 | 6 |
| 6 months | 2.80 | 40 |
| 1 Year | 3.95 | 66 |
| 3 Year | 4.94 | 45 |
| 5 Year | 1.07 | 56 |
| 10 Year | 3.25 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 15.49 |
| Bear Market (10/07 - 2/09) | -10.33 |
| Bull Market (2/09 - 3/21) | 148.85 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 4.18 |
| 5 Year | 0.96 |
| 10 Year | 2.70 |
| Since Inception | 6.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.25 | 1.81 | NA | NA |
| 2024 | 0.49 | 0.58 | 5.11 | -2.66 |
| 2023 | 3.72 | -0.43 | -2.49 | 7.94 |
| 2022 | -6.45 | -7.59 | -4.98 | 2.89 |
| 2021 | -2.54 | 3.53 | 0.41 | 0.05 |
| 2020 | -9.08 | 11.01 | 2.99 | 3.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.49 | 3.41 | 8.69 | -15.48 | 1.37 | 7.99 | 12.88 | -2.69 | 6.62 | 8.73 | -3.44 |
| % Total Return Rel to Index | 0.50 | 2.14 | 3.16 | -2.46 | 2.91 | 0.49 | 4.15 | -2.70 | 3.07 | 6.07 | -4.01 |
| % Total Return Rel to Peer | 0.87 | -0.97 | 1.51 | -5.33 | 1.31 | 0.96 | 4.63 | -1.78 | 3.02 | 5.21 | -2.45 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.09 | 0.13 | 0.12 | 0.10 | 0.09 | 0.10 | 0.11 | 0.11 | 0.09 | 0.10 | 0.11 |
| % Yield | 3.59 | 5.36 | 5.34 | 4.10 | 2.97 | 3.41 | 3.71 | 4.14 | 3.13 | 3.84 | 4.20 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.70 | 0.71 | 0.73 | 0.74 | 0.73 | 0.76 | 0.77 | 0.77 | 0.78 | 0.78 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%