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Lord Abbett Inv. Tr. Income Fund Cl I: (MF: LAUYX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$2.45 USD
+0.01 (0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.28 | 20 |
| 3 months | 2.27 | 26 |
| 6 months | 3.33 | 26 |
| 1 Year | 4.57 | 57 |
| 3 Year | 3.73 | 55 |
| 5 Year | 0.88 | 55 |
| 10 Year | 3.11 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -8.06 |
| Bull Market (2/09 - 3/21) | 152.51 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 6.73 |
| 5 Year | 1.55 |
| 10 Year | 3.07 |
| Since Inception | 4.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.72 | 1.44 | NA | NA |
| 2024 | 0.54 | 0.63 | 5.17 | -2.62 |
| 2023 | 4.19 | -0.38 | -2.85 | 7.99 |
| 2022 | -6.72 | -7.55 | -4.93 | 2.94 |
| 2021 | -2.49 | 3.57 | 0.46 | 0.18 |
| 2020 | -9.03 | 10.69 | 3.04 | 3.93 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.28 | 3.61 | 8.90 | -15.60 | 1.64 | 7.83 | 13.10 | -2.51 | 6.81 | 8.95 | -3.27 |
| % Total Return Rel to Index | 0.53 | 2.35 | 3.37 | -2.58 | 3.18 | 0.33 | 4.37 | -2.53 | 3.26 | 6.29 | -3.84 |
| % Total Return Rel to Peer | 0.62 | -0.76 | 1.72 | -5.45 | 1.58 | 0.80 | 4.85 | -1.60 | 3.21 | 5.42 | -2.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.08 | 0.13 | 0.12 | 0.10 | 0.08 | 0.10 | 0.11 | 0.11 | 0.09 | 0.11 | 0.11 |
| % Yield | 3.18 | 5.37 | 5.35 | 4.17 | 2.79 | 3.17 | 3.77 | 4.18 | 3.20 | 3.90 | 4.24 |
| Capital Gains ($) | 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 | 0.51 | 0.52 | 0.54 | 0.53 | 0.56 | 0.57 | 0.57 | 0.58 | 0.58 | 0.58 |
* 1 = Top 20%, 5 = Bottom 20%