Lord Abbett Mid Cap Stock Fd Cl A: (MF: LAVLX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$34.03 USD
-0.09 (-0.26%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.27 | 32 |
3 months | 11.27 | 32 |
6 months | 23.81 | 43 |
1 Year | 26.52 | 52 |
3 Year | 8.93 | 41 |
5 Year | 10.41 | 74 |
10 Year | 7.55 | 86 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 117.82 |
Bear Market (10/07 - 2/09) | -54.09 |
Bull Market (2/09 - 3/21) | 496.08 |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 19.64 |
5 Year | 9.18 |
10 Year | 6.95 |
Since Inception | 10.23 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 11.27 | NA | NA | NA |
2023 | 1.56 | 4.79 | -2.48 | 11.27 |
2022 | -3.55 | -14.21 | -4.41 | 12.48 |
2021 | 13.99 | 4.23 | -0.29 | 8.79 |
2020 | -30.43 | 20.21 | 0.00 | 22.84 |
2019 | 13.36 | 1.43 | 1.42 | 5.38 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.27 | 15.48 | -11.03 | 28.88 | 2.73 | 22.91 | -14.52 | 7.04 | 16.61 | -3.55 | 11.60 |
% Total Return Rel to Index | 0.71 | -10.76 | 7.16 | 0.20 | -15.67 | -8.57 | -10.13 | -14.75 | 4.67 | -4.94 | -2.04 |
% Total Return Rel to Peer | 1.32 | -7.51 | 8.66 | 6.82 | -17.18 | -5.51 | -7.66 | -13.63 | 8.79 | -1.95 | 3.39 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 1.00 | 5.00 | 5.00 | 5.00 | 5.00 | 1.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.17 | 0.30 | 0.26 | 0.34 | 0.25 | 0.25 | 0.27 | 0.17 | 0.19 | 0.12 |
% Yield | 0.00 | 0.50 | 0.94 | 0.67 | 1.12 | 0.81 | 0.95 | 0.84 | 0.56 | 0.74 | 0.44 |
Capital Gains ($) | 0.00 | 0.22 | 2.07 | 2.66 | 0.00 | 0.66 | 1.32 | 0.53 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.03 | 1.01 | 0.98 | 1.02 | 0.98 | 0.98 | 0.95 | 1.01 | 1.01 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%