Lord Abbett Investment Trust Income Fd Cl C: (MF: LAUSX)
(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET
$2.41 USD
0.00 (NA)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 1.67 | 63 |
3 months | 0.82 | 73 |
6 months | 0.82 | 91 |
1 Year | 6.76 | 60 |
3 Year | 1.95 | 84 |
5 Year | 1.42 | 58 |
10 Year | 1.90 | 69 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 12.76 |
Bear Market (10/07 - 2/09) | -10.31 |
Bull Market (2/09 - 3/21) | 115.29 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 3.52 |
5 Year | 2.54 |
10 Year | 1.94 |
Since Inception | 4.24 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.09 | NA | NA | NA |
2024 | 0.34 | 0.42 | 4.94 | -2.81 |
2023 | 3.55 | -0.58 | -2.63 | 7.75 |
2022 | -6.88 | -7.70 | -5.10 | 2.72 |
2021 | -3.00 | 3.36 | 0.25 | 0.22 |
2020 | -9.19 | 10.81 | 2.82 | 4.04 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 1.67 | 2.77 | 8.01 | -16.22 | 0.74 | 7.64 | 11.74 | -2.91 | 6.01 | 8.04 | -4.30 |
% Total Return Rel to Index | -1.50 | 1.51 | 2.48 | -3.20 | 2.28 | 0.14 | 3.02 | -2.93 | 2.46 | 5.39 | -4.88 |
% Total Return Rel to Peer | -0.17 | -1.60 | 0.83 | -6.07 | 0.68 | 0.61 | 3.49 | -2.01 | 2.41 | 4.52 | -3.32 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 2.00 | 2.00 | 4.00 | 2.00 | 1.00 | 5.00 |
% Dividends | 0.04 | 0.11 | 0.10 | 0.08 | 0.07 | 0.08 | 0.09 | 0.09 | 0.07 | 0.09 | 0.09 |
% Yield | 1.58 | 4.58 | 4.57 | 3.34 | 2.27 | 2.71 | 3.02 | 3.38 | 2.50 | 3.13 | 3.48 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 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%