Lord Abbett Global Equity Fund - Class R6: (MF: LGCWX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$17.07 USD
+0.14 (0.83%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 17.48 | 16 |
3 months | 4.89 | 56 |
6 months | 9.56 | 43 |
1 Year | 26.98 | 11 |
3 Year | 6.51 | 18 |
5 Year | 14.01 | 8 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 24.50 |
5 Year | 12.81 |
10 Year | NA |
Since Inception | 11.79 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.88 | 2.40 | NA | NA |
2023 | 6.95 | 5.46 | -3.12 | 13.17 |
2022 | -6.97 | -15.59 | -4.48 | 8.25 |
2021 | 4.82 | 7.41 | -2.67 | 7.93 |
2020 | -21.74 | 21.89 | 9.24 | 18.81 |
2019 | 12.96 | 2.45 | 0.00 | 9.41 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
% Total Return | 17.48 | 23.67 | -18.81 | 18.27 | 23.80 | 26.63 | -9.21 |
% Total Return Rel to Index | 0.38 | -0.73 | 0.28 | 0.11 | 9.72 | 1.43 | 1.21 |
% Total Return Rel to Peer | 4.32 | 5.03 | 0.75 | 2.07 | 7.13 | 1.89 | 0.81 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.15 | 0.11 | 0.16 | 0.22 | 0.16 | 0.11 |
% Yield | 0.00 | 1.03 | 0.94 | 0.94 | 1.45 | 1.30 | 1.05 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.17 | 0.50 | 0.00 | 0.42 |
Expense Ratio | 0.55 | 0.57 | 3.02 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%