Lord Abbett Research Fund, Inc. - Small-cap Series - A Shares: (MF: LRSCX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$16.71 USD
-0.17 (-1.01%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 12.95 | 23 |
3 months | 6.82 | 31 |
6 months | 10.96 | 15 |
1 Year | 19.48 | 28 |
3 Year | 5.81 | 18 |
5 Year | 9.13 | 65 |
10 Year | 6.58 | 84 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 188.33 |
Bear Market (10/07 - 2/09) | -46.70 |
Bull Market (2/09 - 3/21) | 441.69 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 6.17 |
5 Year | 5.26 |
10 Year | 4.84 |
Since Inception | 9.38 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 5.81 | -1.51 | NA | NA |
2023 | 5.19 | 5.69 | -3.66 | 11.85 |
2022 | -6.47 | -17.04 | -4.91 | 11.87 |
2021 | 18.10 | 2.88 | -3.41 | 7.78 |
2020 | -37.69 | 23.21 | -1.12 | 29.78 |
2019 | 12.40 | 0.53 | 0.17 | 6.20 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 12.95 | 19.80 | -17.46 | 26.49 | -1.47 | 20.23 | -11.85 | 6.32 | 20.43 | -1.15 | 1.87 |
% Total Return Rel to Index | -6.58 | -6.43 | 0.74 | -2.19 | -19.87 | -11.25 | -7.45 | -15.46 | 8.50 | -2.54 | -11.76 |
% Total Return Rel to Peer | 2.39 | 3.72 | 2.05 | 7.17 | -20.47 | -5.20 | -1.07 | -9.27 | 4.48 | 3.57 | -0.79 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 2.00 | 5.00 | 5.00 | 3.00 | 5.00 | 2.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.01 | 0.02 | 0.01 | 0.15 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.11 | 0.21 | 0.09 | 0.99 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.45 | 2.68 | 0.00 | 2.89 | 3.07 | 2.93 | 3.10 | 5.06 | 7.72 |
Expense Ratio | 1.21 | 1.19 | 1.22 | 1.17 | 1.19 | 1.20 | 1.18 | 1.18 | 1.21 | 1.21 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%