Lord Abbett Global Equity Fund - Class A: (MF: LGCAX)
(NASDAQ Mutual Funds) As of Sep 6, 2024 08:00 PM ET
$15.84 USD
-0.32 (-1.98%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 15.34 | 12 |
3 months | 8.83 | 17 |
6 months | 13.11 | 24 |
1 Year | 21.08 | 12 |
3 Year | 6.49 | 17 |
5 Year | 12.84 | 9 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 17.28 |
5 Year | 11.19 |
10 Year | NA |
Since Inception | 10.61 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.76 | 2.28 | NA | NA |
2023 | 6.79 | 5.39 | -3.20 | 13.09 |
2022 | -7.05 | -15.62 | -4.58 | 8.21 |
2021 | 4.69 | 7.35 | -2.80 | 7.88 |
2020 | -21.78 | 21.83 | 9.17 | 18.81 |
2019 | 12.87 | 2.46 | -0.08 | 9.23 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
% Total Return | 15.34 | 23.21 | -19.02 | 17.86 | 23.61 | 26.22 | -9.46 |
% Total Return Rel to Index | 1.29 | -1.20 | 0.07 | -0.30 | 9.54 | 1.01 | 0.96 |
% Total Return Rel to Peer | 4.93 | 4.57 | 0.54 | 1.65 | 6.94 | 1.47 | 0.56 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.11 | 0.07 | 0.11 | 0.18 | 0.13 | 0.00 |
% Yield | 0.00 | 0.78 | 0.63 | 0.67 | 1.17 | 1.04 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.17 | 0.51 | 0.00 | 0.50 |
Expense Ratio | 0.90 | 0.90 | 3.43 | 0.90 | 0.90 | 0.90 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%