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Lord Abbett Investment Trust Short Duration Income Fd Cl A: (MF: LALDX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$3.86 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.95 | 36 |
| 3 months | 0.99 | 32 |
| 6 months | 1.95 | 36 |
| 1 Year | 5.77 | 42 |
| 3 Year | 0.68 | 28 |
| 5 Year | 1.49 | 38 |
| 10 Year | 1.85 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 12.14 |
| Bear Market (10/07 - 2/09) | 0.59 |
| Bull Market (2/09 - 3/21) | 66.98 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 3.44 |
| 5 Year | 1.03 |
| 10 Year | 1.63 |
| Since Inception | 3.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.94 | 0.99 | NA | NA |
| 2023 | 1.57 | -0.16 | 0.91 | 2.80 |
| 2022 | -2.78 | -1.78 | -1.47 | 1.24 |
| 2021 | 0.37 | 0.84 | 0.08 | -0.16 |
| 2020 | -5.40 | 5.62 | 1.18 | 1.60 |
| 2019 | 2.17 | 1.66 | 0.66 | 0.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.95 | 5.19 | -4.75 | 1.14 | 2.71 | 5.39 | 1.23 | 1.96 | 4.01 | 0.43 | 1.73 |
| % Total Return Rel to Index | 2.65 | -0.33 | 8.26 | 2.68 | -4.78 | -3.33 | 1.21 | -1.58 | 1.35 | -0.13 | -4.21 |
| % Total Return Rel to Peer | 0.77 | -1.20 | 4.76 | 0.47 | -3.21 | -2.58 | 2.37 | -2.04 | -1.12 | 2.42 | -0.87 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 2.00 | 5.00 | 4.00 | 1.00 | 5.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.09 | 0.17 | 0.12 | 0.09 | 0.11 | 0.15 | 0.16 | 0.14 | 0.17 | 0.17 | 0.16 |
| % Yield | 2.40 | 4.64 | 3.12 | 2.29 | 2.58 | 3.49 | 3.80 | 3.30 | 3.86 | 3.86 | 3.69 |
| Capital Gains ($) | 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 | 0.59 | 0.58 | 0.58 | 0.59 | 0.60 | 0.59 | 0.59 | 0.60 | 0.60 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%