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Lord Abbett Investment Trust Income Fd Cl C: (MF: LAUSX)
(NASDAQ Mutual Funds) As of Jun 4, 2024 08:00 PM ET
$2.44 USD
+0.01 (0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.11 | 61 |
| 3 months | -2.08 | 59 |
| 6 months | 7.83 | 15 |
| 1 Year | 1.33 | 67 |
| 3 Year | -3.14 | 68 |
| 5 Year | 0.38 | 77 |
| 10 Year | 1.52 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 12.76 |
| Bear Market (10/07 - 2/09) | -10.32 |
| Bull Market (2/09 - 3/21) | 108.44 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 3.62 |
| 5 Year | 1.01 |
| 10 Year | 1.91 |
| Since Inception | 4.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.34 | NA | NA | NA |
| 2023 | 3.55 | -0.58 | -2.63 | 7.75 |
| 2022 | -6.88 | -7.70 | -5.10 | 2.72 |
| 2021 | -3.00 | 3.36 | 0.25 | 0.22 |
| 2020 | -9.19 | 10.81 | 2.82 | 4.04 |
| 2019 | 4.63 | 3.74 | 1.85 | 1.08 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.11 | 8.01 | -16.22 | 0.74 | 7.64 | 11.74 | -2.91 | 6.01 | 8.04 | -4.30 | 6.90 |
| % Total Return Rel to Index | 1.16 | 2.48 | -3.20 | 2.28 | 0.14 | 3.02 | -2.93 | 2.46 | 5.39 | -4.88 | 0.96 |
| % Total Return Rel to Peer | -1.57 | 0.83 | -6.07 | 0.68 | 0.61 | 3.49 | -2.01 | 2.41 | 4.52 | -3.32 | 3.49 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 2.00 | 2.00 | 2.00 | 4.00 | 2.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.03 | 0.10 | 0.08 | 0.07 | 0.08 | 0.09 | 0.09 | 0.07 | 0.09 | 0.09 | 0.11 |
| % Yield | 1.51 | 4.19 | 3.34 | 2.27 | 2.71 | 3.02 | 3.38 | 2.50 | 3.13 | 3.48 | 3.88 |
| Capital Gains ($) | 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 | 1.34 | 1.37 | 1.36 | 1.38 | 1.38 | 1.39 | 1.40 | 1.41 | 1.42 | 1.43 |
* 1 = Top 20%, 5 = Bottom 20%