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Lord Abbett Investment Trust High Yield Fund Class I: (MF: LAHYX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$6.50 USD
-0.01 (-0.15%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.62 | 20 |
| 3 months | 4.12 | 37 |
| 6 months | 6.02 | 16 |
| 1 Year | 12.40 | 20 |
| 3 Year | 0.79 | 89 |
| 5 Year | 3.03 | 77 |
| 10 Year | 3.93 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 65.30 |
| Bear Market (10/07 - 2/09) | -22.52 |
| Bull Market (2/09 - 3/21) | 239.14 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 9.87 |
| 5 Year | 2.41 |
| 10 Year | 3.60 |
| Since Inception | 5.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.91 | 1.26 | NA | NA |
| 2023 | 2.91 | 1.19 | -0.36 | 6.84 |
| 2022 | -5.38 | -10.60 | -1.41 | 3.59 |
| 2021 | 1.77 | 3.14 | 0.81 | 0.10 |
| 2020 | -16.64 | 10.35 | 5.74 | 7.15 |
| 2019 | 7.52 | 3.81 | 0.33 | 2.86 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.62 | 10.87 | -13.61 | 5.94 | 4.23 | 15.20 | -5.05 | 8.30 | 16.04 | -2.45 | 3.68 |
| % Total Return Rel to Index | 0.35 | -2.57 | -2.43 | 0.66 | -2.89 | 0.88 | -2.98 | 0.80 | -1.09 | 1.98 | 1.22 |
| % Total Return Rel to Peer | 0.89 | -0.53 | -4.61 | 1.35 | -0.59 | 3.50 | -2.51 | 2.81 | 4.35 | 1.51 | 3.15 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.30 | 0.42 | 0.38 | 0.34 | 0.36 | 0.42 | 0.44 | 0.41 | 0.45 | 0.40 | 0.47 |
| % Yield | 4.52 | 6.73 | 5.96 | 4.33 | 4.63 | 5.30 | 6.10 | 5.06 | 5.72 | 5.49 | 5.82 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 |
| Expense Ratio | 0.73 | 0.72 | 0.69 | 0.67 | 0.70 | 0.71 | 0.70 | 0.69 | 0.72 | 0.74 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%