Back to top
Lord Abbett Research Fund, Inc. - Small-cap Series - A Shares: (MF: LRSCX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$15.57 USD
-0.12 (-0.77%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.53 | 55 |
| 3 months | 1.15 | 70 |
| 6 months | 17.76 | 71 |
| 1 Year | 13.98 | 47 |
| 3 Year | 0.40 | 39 |
| 5 Year | 4.57 | 85 |
| 10 Year | 5.58 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 188.33 |
| Bear Market (10/07 - 2/09) | -46.71 |
| Bull Market (2/09 - 3/21) | 407.42 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 13.96 |
| 5 Year | 5.69 |
| 10 Year | 5.26 |
| Since Inception | 9.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.81 | NA | NA | NA |
| 2023 | 5.19 | 5.69 | -3.66 | 11.85 |
| 2022 | -6.47 | -17.04 | -4.91 | 11.87 |
| 2021 | 18.10 | 2.88 | -3.41 | 7.78 |
| 2020 | -37.69 | 23.21 | -1.12 | 29.78 |
| 2019 | 12.40 | 0.53 | 0.17 | 6.20 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.53 | 19.80 | -17.46 | 26.49 | -1.47 | 20.23 | -11.85 | 6.32 | 20.43 | -1.15 | 1.87 |
| % Total Return Rel to Index | -6.58 | -6.43 | 0.74 | -2.19 | -19.87 | -11.25 | -7.45 | -15.46 | 8.50 | -2.54 | -11.76 |
| % Total Return Rel to Peer | -0.60 | 3.72 | 2.05 | 7.17 | -20.47 | -5.20 | -1.07 | -9.27 | 4.48 | 3.57 | -0.79 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 2.00 | 5.00 | 5.00 | 3.00 | 5.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.01 | 0.02 | 0.01 | 0.15 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.11 | 0.21 | 0.09 | 0.99 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.45 | 2.68 | 0.00 | 2.89 | 3.07 | 2.93 | 3.10 | 5.06 | 7.72 |
| Expense Ratio | 0.00 | 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%