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Lord Abbett Inflation Focused Class F3: (MF: LIFOX)
(NASDAQ Mutual Funds) As of Sep 10, 2024 08:00 PM ET
$11.66 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.44 | 11 |
| 3 months | 2.21 | 85 |
| 6 months | 2.80 | 11 |
| 1 Year | 5.16 | 34 |
| 3 Year | 1.98 | 11 |
| 5 Year | 4.12 | 1 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 5.50 |
| 5 Year | 4.09 |
| 10 Year | NA |
| Since Inception | 2.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.34 | 1.42 | NA | NA |
| 2023 | 2.69 | -1.05 | -0.12 | 2.76 |
| 2022 | -0.44 | -3.94 | -2.19 | 2.28 |
| 2021 | 4.41 | 1.66 | 2.32 | 1.69 |
| 2020 | -14.71 | 10.16 | 6.32 | 6.02 |
| 2019 | 2.66 | 0.48 | -1.33 | 3.23 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
| % Total Return | 3.44 | 4.29 | -4.32 | 10.46 | 5.90 | 5.07 | -3.53 |
| % Total Return Rel to Index | 1.82 | -1.23 | 8.69 | 12.00 | -1.59 | -3.65 | -3.54 |
| % Total Return Rel to Peer | 1.33 | 0.07 | 6.03 | 9.22 | -1.40 | -1.52 | -2.75 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 1.00 | 1.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.30 | 0.49 | 0.44 | 0.30 | 0.41 | 0.47 | 0.16 |
| % Yield | 2.45 | 4.15 | 3.64 | 2.29 | 3.38 | 3.92 | 1.35 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.49 | 0.45 | 0.38 | 0.38 | 0.42 | 0.42 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%