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Lord Abbett Inflation Focused Fd Cl R2: (MF: LIFQX)
(NASDAQ Mutual Funds) As of Jul 10, 2024 08:00 PM ET
$11.55 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.00 | 12 |
| 3 months | 1.57 | 8 |
| 6 months | 3.47 | 11 |
| 1 Year | 4.23 | 17 |
| 3 Year | 1.26 | 14 |
| 5 Year | 3.35 | 8 |
| 10 Year | 1.25 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 2.25 |
| 5 Year | 3.15 |
| 10 Year | 1.29 |
| Since Inception | 1.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.17 | NA | NA | NA |
| 2023 | 2.52 | -1.14 | -0.37 | 2.61 |
| 2022 | -0.52 | -4.13 | -2.29 | 2.01 |
| 2021 | 4.08 | 1.53 | 2.17 | 1.40 |
| 2020 | -14.89 | 9.94 | 6.05 | 5.94 |
| 2019 | 2.58 | 0.22 | -1.46 | 3.06 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.00 | 3.61 | -4.94 | 9.49 | 5.14 | 4.41 | -1.66 | 0.66 | 4.51 | -2.61 | -5.84 |
| % Total Return Rel to Index | 3.64 | -1.91 | 8.07 | 11.04 | -2.35 | -4.31 | -1.68 | -2.88 | 1.85 | -3.18 | -11.79 |
| % Total Return Rel to Peer | 2.35 | -0.61 | 5.41 | 8.26 | -2.16 | -2.18 | -0.88 | -1.79 | 2.02 | -1.68 | -8.60 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 5.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.17 | 0.41 | 0.36 | 0.25 | 0.34 | 0.40 | 0.40 | 0.36 | 0.46 | 0.46 | 0.42 |
| % Yield | 1.50 | 3.60 | 3.07 | 1.99 | 2.92 | 3.44 | 3.46 | 3.01 | 3.74 | 3.71 | 3.21 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.11 | 1.08 | 1.07 | 1.07 | 1.08 | 1.10 | 1.15 | 1.15 | 1.15 | 1.15 |
* 1 = Top 20%, 5 = Bottom 20%