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Lord Abbett Investment Trust Short Duration Income Fd Cl C: (MF: LDLAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$3.85 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.79 | 42 |
| 3 months | 0.79 | 42 |
| 6 months | 3.45 | 89 |
| 1 Year | 3.91 | 54 |
| 3 Year | -0.06 | 42 |
| 5 Year | 1.00 | 58 |
| 10 Year | 1.19 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 9.52 |
| Bear Market (10/07 - 2/09) | -0.07 |
| Bull Market (2/09 - 3/21) | 49.31 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 2.87 |
| 5 Year | 1.00 |
| 10 Year | 1.19 |
| Since Inception | 3.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.79 | NA | NA | NA |
| 2023 | 1.41 | -0.31 | 0.76 | 2.63 |
| 2022 | -2.68 | -2.17 | -1.36 | 0.83 |
| 2021 | 0.21 | 0.45 | -0.07 | -0.32 |
| 2020 | -5.52 | 5.22 | 1.25 | 1.43 |
| 2019 | 1.77 | 1.50 | 0.74 | 0.64 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.79 | 4.54 | -5.31 | 0.27 | 2.10 | 4.73 | 0.59 | 1.62 | 3.11 | -0.45 | 1.07 |
| % Total Return Rel to Index | 1.56 | -0.98 | 7.70 | 1.81 | -5.40 | -3.99 | 0.57 | -1.92 | 0.45 | -1.02 | -4.86 |
| % Total Return Rel to Peer | 0.25 | -1.85 | 4.21 | -0.40 | -3.83 | -3.24 | 1.73 | -2.38 | -2.02 | 1.52 | -1.53 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 2.00 | 5.00 | 4.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.04 | 0.15 | 0.09 | 0.07 | 0.08 | 0.12 | 0.13 | 0.11 | 0.14 | 0.13 | 0.13 |
| % Yield | 1.03 | 3.93 | 2.50 | 1.67 | 2.00 | 2.88 | 3.15 | 2.73 | 3.24 | 2.94 | 3.03 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.21 | 1.22 | 1.23 | 1.24 | 1.22 | 1.23 | 1.23 | 1.23 | 1.25 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%