Back to top
Lord Abbett Investment Trust Income Fd Cl C: (MF: LAUSX)
(NASDAQ Mutual Funds) As of Sep 29, 2025 08:00 PM ET
$2.49 USD
+0.01 (0.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.01 | 36 |
| 3 months | 3.29 | 12 |
| 6 months | 2.45 | 62 |
| 1 Year | 3.27 | 82 |
| 3 Year | 4.28 | 65 |
| 5 Year | 0.38 | 64 |
| 10 Year | 2.61 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 12.76 |
| Bear Market (10/07 - 2/09) | -10.31 |
| Bull Market (2/09 - 3/21) | 124.21 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 4.77 |
| 5 Year | 0.78 |
| 10 Year | 2.30 |
| Since Inception | 4.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.09 | 1.64 | NA | NA |
| 2024 | 0.34 | 0.42 | 4.94 | -2.81 |
| 2023 | 3.55 | -0.58 | -2.63 | 7.75 |
| 2022 | -6.88 | -7.70 | -5.10 | 2.72 |
| 2021 | -3.00 | 3.36 | 0.25 | 0.22 |
| 2020 | -9.19 | 10.81 | 2.82 | 4.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.01 | 2.77 | 8.01 | -16.22 | 0.74 | 7.64 | 11.74 | -2.91 | 6.01 | 8.04 | -4.30 |
| % Total Return Rel to Index | 0.02 | 1.51 | 2.48 | -3.20 | 2.28 | 0.14 | 3.02 | -2.93 | 2.46 | 5.39 | -4.88 |
| % Total Return Rel to Peer | 0.39 | -1.60 | 0.83 | -6.07 | 0.68 | 0.61 | 3.49 | -2.01 | 2.41 | 4.52 | -3.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 2.00 | 2.00 | 4.00 | 2.00 | 1.00 | 5.00 |
| % Dividends | 0.07 | 0.11 | 0.10 | 0.08 | 0.07 | 0.08 | 0.09 | 0.09 | 0.07 | 0.09 | 0.09 |
| % Yield | 3.05 | 4.58 | 4.55 | 3.34 | 2.27 | 2.71 | 3.02 | 3.38 | 2.50 | 3.13 | 3.48 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.35 | 1.33 | 1.34 | 1.37 | 1.36 | 1.38 | 1.38 | 1.39 | 1.40 | 1.41 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%