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Lord Abbett Growth Leaders Fd Cl I: (MF: LGLIX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$39.72 USD
-0.52 (-1.29%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.39 | 3 |
| 3 months | 5.62 | 15 |
| 6 months | 24.39 | 3 |
| 1 Year | 35.51 | 6 |
| 3 Year | 2.59 | 75 |
| 5 Year | 15.60 | 16 |
| 10 Year | 14.57 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 35.51 |
| 5 Year | 15.59 |
| 10 Year | 14.57 |
| Since Inception | 15.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 17.77 | 5.62 | NA | NA |
| 2023 | 10.03 | 11.20 | -4.67 | 14.27 |
| 2022 | -13.03 | -23.40 | -3.43 | -4.74 |
| 2021 | -3.81 | 6.57 | 1.53 | 4.68 |
| 2020 | -9.74 | 40.25 | 18.92 | 17.89 |
| 2019 | 20.83 | 6.38 | -5.90 | 11.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.39 | 33.29 | -38.72 | 8.94 | 77.48 | 35.07 | -0.71 | 31.50 | 0.83 | 6.95 | 10.41 |
| % Total Return Rel to Index | 9.09 | 7.04 | -20.52 | -19.73 | 59.08 | 3.58 | 3.67 | 9.71 | -11.10 | 5.56 | -3.22 |
| % Total Return Rel to Peer | 13.72 | 10.29 | -19.02 | -13.11 | 57.56 | 6.64 | 6.14 | 10.82 | -6.98 | 8.54 | 2.21 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 10.00 | 4.37 | 2.34 | 4.65 | 1.82 | 0.00 | 1.10 | 1.29 |
| Expense Ratio | 0.62 | 0.66 | 0.66 | 0.64 | 0.65 | 0.68 | 0.66 | 0.67 | 0.60 | 0.60 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%