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Lord Abbett Investment Trust Income Fund Class R2: (MF: LAUQX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$2.49 USD
-0.01 (-0.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.48 | 60 |
| 3 months | 0.08 | 83 |
| 6 months | 0.48 | 60 |
| 1 Year | 5.53 | 51 |
| 3 Year | -2.76 | 65 |
| 5 Year | 0.46 | 74 |
| 10 Year | 1.73 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 118.83 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.53 |
| 5 Year | 0.45 |
| 10 Year | 1.73 |
| Since Inception | 4.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.40 | 0.08 | NA | NA |
| 2023 | 3.58 | -0.52 | -2.56 | 7.78 |
| 2022 | -6.80 | -7.63 | -5.02 | 2.79 |
| 2021 | -2.94 | 3.41 | 0.31 | 0.29 |
| 2020 | -9.10 | 10.50 | 2.87 | 4.09 |
| 2019 | 4.67 | 3.78 | 1.90 | 1.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.48 | 8.21 | -15.96 | 0.98 | 7.56 | 11.96 | -2.67 | 6.20 | 8.25 | -4.08 | 7.14 |
| % Total Return Rel to Index | 1.18 | 2.68 | -2.94 | 2.53 | 0.05 | 3.23 | -2.69 | 2.66 | 5.59 | -4.65 | 1.20 |
| % Total Return Rel to Peer | -1.00 | 1.03 | -5.81 | 0.93 | 0.52 | 3.71 | -1.77 | 2.60 | 4.73 | -3.09 | 3.73 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 2.00 | 3.00 | 2.00 | 4.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.06 | 0.11 | 0.09 | 0.07 | 0.08 | 0.10 | 0.10 | 0.08 | 0.09 | 0.10 | 0.12 |
| % Yield | 2.38 | 4.49 | 3.56 | 2.48 | 2.65 | 3.22 | 3.59 | 2.68 | 3.32 | 3.69 | 4.10 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Expense Ratio | 0.00 | 1.13 | 1.14 | 1.13 | 1.16 | 1.17 | 1.17 | 1.18 | 1.19 | 1.18 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%