Back to top
Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C: (MF: LARCX)
(NASDAQ Mutual Funds) As of Nov 5, 2024 08:00 PM ET
$8.16 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.97 | 6 |
| 3 months | 1.83 | 94 |
| 6 months | 3.40 | 91 |
| 1 Year | 8.80 | 64 |
| 3 Year | 5.02 | 3 |
| 5 Year | 3.56 | 10 |
| 10 Year | 3.25 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 111.65 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 7.71 |
| 5 Year | 3.56 |
| 10 Year | 3.24 |
| Since Inception | 3.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.48 | 1.54 | 1.83 | NA |
| 2023 | 2.83 | 3.07 | 3.03 | 2.66 |
| 2022 | -0.27 | -5.33 | 1.06 | 2.12 |
| 2021 | 1.66 | 1.64 | 0.94 | 0.03 |
| 2020 | -15.75 | 7.02 | 3.64 | 4.24 |
| 2019 | 3.36 | 1.36 | 0.56 | 1.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.97 | 12.12 | -2.56 | 4.35 | -2.58 | 6.62 | -0.85 | 2.63 | 9.32 | -0.59 | 0.25 |
| % Total Return Rel to Index | 1.50 | 6.59 | 10.45 | 5.90 | -10.09 | -2.10 | -0.87 | -0.90 | 6.66 | -1.16 | -5.68 |
| % Total Return Rel to Peer | 1.55 | 7.89 | 7.79 | 3.12 | -9.89 | 0.02 | -0.07 | 0.18 | 6.82 | 0.33 | -2.50 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 1.00 | 2.00 | 5.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 | 5.00 |
| % Dividends | 0.47 | 0.61 | 0.34 | 0.24 | 0.29 | 0.42 | 0.41 | 0.32 | 0.35 | 0.31 | 0.36 |
| % Yield | 5.50 | 7.43 | 4.13 | 2.78 | 3.37 | 4.57 | 4.47 | 3.29 | 3.62 | 3.33 | 3.78 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.41 | 1.44 | 1.43 | 1.41 | 1.42 | 1.45 | 1.43 | 1.44 | 1.43 | 1.44 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%