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Lord Abbett Investment Trust Lord Abbett High Yield Fund Class A: (MF: LHYAX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$6.35 USD
+0.01 (0.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.10 | 41 |
| 3 months | 1.20 | 57 |
| 6 months | 3.10 | 41 |
| 1 Year | 9.67 | 51 |
| 3 Year | -0.17 | 90 |
| 5 Year | 2.28 | 85 |
| 10 Year | 3.43 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 63.41 |
| Bear Market (10/07 - 2/09) | -21.80 |
| Bull Market (2/09 - 3/21) | 219.56 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 7.26 |
| 5 Year | 1.82 |
| 10 Year | 3.20 |
| Since Inception | 5.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.87 | 1.20 | NA | NA |
| 2023 | 2.70 | 1.14 | -0.42 | 6.82 |
| 2022 | -5.45 | -10.70 | -1.47 | 3.71 |
| 2021 | 1.72 | 3.10 | 0.63 | 0.59 |
| 2020 | -16.62 | 10.18 | 5.71 | 7.12 |
| 2019 | 7.49 | 3.77 | 0.27 | 2.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.10 | 10.49 | -13.72 | 6.17 | 4.04 | 15.01 | -5.14 | 7.97 | 15.84 | -2.72 | 3.46 |
| % Total Return Rel to Index | 0.52 | -2.95 | -2.54 | 0.89 | -3.08 | 0.70 | -3.07 | 0.46 | -1.29 | 1.72 | 1.00 |
| % Total Return Rel to Peer | 0.24 | -0.91 | -4.73 | 1.58 | -0.78 | 3.32 | -2.60 | 2.48 | 4.15 | 1.24 | 2.93 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 1.00 | 4.00 | 1.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.22 | 0.40 | 0.37 | 0.36 | 0.35 | 0.40 | 0.43 | 0.39 | 0.43 | 0.38 | 0.45 |
| % Yield | 3.45 | 6.64 | 5.95 | 4.69 | 4.63 | 5.30 | 6.12 | 5.05 | 5.72 | 5.43 | 5.81 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 |
| Expense Ratio | 0.00 | 0.92 | 0.89 | 0.88 | 0.90 | 0.91 | 0.90 | 0.89 | 0.92 | 0.93 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%