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Lord Abbett Investment Trust Inc Ome Fund Class R3: (MF: LAURX)
(NASDAQ Mutual Funds) As of Jun 5, 2024 08:00 PM ET
$2.44 USD
+0.01 (0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.01 | 60 |
| 3 months | -1.60 | 55 |
| 6 months | 8.00 | 12 |
| 1 Year | 1.64 | 61 |
| 3 Year | -2.83 | 63 |
| 5 Year | 0.64 | 72 |
| 10 Year | 1.81 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 119.21 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 4.56 |
| 5 Year | 1.26 |
| 10 Year | 2.16 |
| Since Inception | 4.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.01 | NA | NA | NA |
| 2023 | 3.61 | -0.50 | -2.55 | 7.83 |
| 2022 | -6.49 | -7.63 | -5.03 | 2.82 |
| 2021 | -2.60 | 3.44 | 0.33 | -0.01 |
| 2020 | -9.11 | 10.56 | 2.90 | 3.79 |
| 2019 | 4.73 | 3.83 | 2.29 | 1.16 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.01 | 8.33 | -15.66 | 1.07 | 7.32 | 12.52 | -2.96 | 6.32 | 8.39 | -3.68 | 6.90 |
| % Total Return Rel to Index | 1.26 | 2.80 | -2.64 | 2.61 | -0.18 | 3.80 | -2.97 | 2.77 | 5.73 | -4.25 | 0.96 |
| % Total Return Rel to Peer | -1.47 | 1.15 | -5.51 | 1.01 | 0.28 | 4.27 | -2.05 | 2.72 | 4.87 | -2.70 | 3.49 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 4.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.04 | 0.11 | 0.09 | 0.08 | 0.08 | 0.10 | 0.10 | 0.08 | 0.10 | 0.10 | 0.12 |
| % Yield | 1.61 | 4.47 | 3.66 | 2.58 | 2.74 | 3.31 | 3.69 | 2.77 | 3.42 | 3.78 | 4.21 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Expense Ratio | 0.00 | 1.03 | 1.04 | 1.03 | 1.06 | 1.07 | 1.07 | 1.08 | 1.08 | 1.08 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%