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Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C: (MF: LARCX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$7.99 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.25 | 96 |
| 3 months | 0.25 | 96 |
| 6 months | 2.27 | 16 |
| 1 Year | 5.76 | 37 |
| 3 Year | 5.89 | 3 |
| 5 Year | 7.40 | 5 |
| 10 Year | 3.40 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 117.10 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.70 |
| 5 Year | 7.39 |
| 10 Year | 3.40 |
| Since Inception | 3.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.25 | NA | NA | NA |
| 2024 | 2.48 | 1.54 | 1.83 | 2.01 |
| 2023 | 2.83 | 3.07 | 3.03 | 2.66 |
| 2022 | -0.27 | -5.33 | 1.06 | 2.12 |
| 2021 | 1.66 | 1.64 | 0.94 | 0.03 |
| 2020 | -15.75 | 7.02 | 3.64 | 4.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.25 | 8.10 | 12.12 | -2.56 | 4.35 | -2.58 | 6.62 | -0.85 | 2.63 | 9.32 | -0.59 |
| % Total Return Rel to Index | -2.53 | 6.84 | 6.59 | 10.45 | 5.90 | -10.09 | -2.10 | -0.87 | -0.90 | 6.66 | -1.16 |
| % Total Return Rel to Peer | -2.62 | 6.05 | 7.89 | 7.79 | 3.12 | -9.89 | 0.02 | -0.07 | 0.18 | 6.82 | 0.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 1.00 | 2.00 | 5.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.13 | 0.61 | 0.61 | 0.34 | 0.24 | 0.29 | 0.42 | 0.41 | 0.32 | 0.35 | 0.31 |
| % Yield | 1.53 | 7.15 | 6.96 | 4.13 | 2.78 | 3.37 | 4.57 | 4.47 | 3.29 | 3.62 | 3.33 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.41 | 1.44 | 1.43 | 1.41 | 1.42 | 1.45 | 1.43 | 1.44 | 1.43 | 1.44 |
* 1 = Top 20%, 5 = Bottom 20%