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Lord Abbett Investment Trust Income Fund Cl F: (MF: LAUFX)
(NASDAQ Mutual Funds) As of Sep 11, 2024 08:00 PM ET
$2.52 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.70 | 25 |
| 3 months | 5.27 | 12 |
| 6 months | 3.68 | 16 |
| 1 Year | 7.85 | 23 |
| 3 Year | -1.92 | 59 |
| 5 Year | 1.43 | 54 |
| 10 Year | 2.57 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -8.57 |
| Bull Market (2/09 - 3/21) | 139.33 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 6.06 |
| 5 Year | 1.05 |
| 10 Year | 2.28 |
| Since Inception | 4.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.51 | 0.60 | NA | NA |
| 2023 | 3.74 | -0.41 | -2.47 | 7.53 |
| 2022 | -6.74 | -7.57 | -4.95 | 2.92 |
| 2021 | -2.52 | 3.54 | 0.43 | 0.42 |
| 2020 | -9.06 | 11.03 | 3.01 | 3.90 |
| 2019 | 5.22 | 3.57 | 2.39 | 1.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.70 | 8.35 | -15.68 | 1.79 | 8.08 | 12.99 | -2.59 | 6.71 | 8.83 | -3.35 | 7.32 |
| % Total Return Rel to Index | 2.08 | 2.82 | -2.66 | 3.34 | 0.58 | 4.26 | -2.61 | 3.17 | 6.18 | -3.92 | 1.37 |
| % Total Return Rel to Peer | 0.56 | 1.17 | -5.54 | 1.74 | 1.05 | 4.74 | -1.69 | 3.11 | 5.31 | -2.37 | 3.90 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.07 | 0.12 | 0.10 | 0.09 | 0.10 | 0.11 | 0.11 | 0.09 | 0.11 | 0.11 | 0.14 |
| % Yield | 3.01 | 5.05 | 4.08 | 2.94 | 3.38 | 3.69 | 4.11 | 3.12 | 3.81 | 4.16 | 4.60 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Expense Ratio | 0.60 | 0.63 | 0.64 | 0.63 | 0.66 | 0.67 | 0.67 | 0.68 | 0.68 | 0.68 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%