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Lord Abbett Alpha Strategy C (ALFCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.05+0.07 (+0.39%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.37%
5-Year Average Return5.86%
Number of Years Up17
Number of Years Down8
Best 1 Yr Total Return (Jul 2, 2024)41.30%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return41.30%
Worst 3-Yr Total Return-0.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALFCXCategory
YTD5.43%12.40%
1-Month-0.88%3.37%
3-Month-1.63%4.88%
1-Year9.03%55.69%
3-Year-3.14%19.34%
5-Year6.09%20.72%
10-Year6.11%13.98%
Last Bull Market27.01%27.85%
Last Bear Market-17.58%-24.06%

Annual Total Return (%) History

Year
ALFCXCategory
2024
N/AN/A
2023
13.06%N/A
2022
-24.04%N/A
2021
14.10%N/A
2020
25.14%38.62%
2019
23.95%27.68%
2018
-10.17%-5.76%
2017
19.69%21.50%
2016
8.42%11.20%
2015
-1.80%-2.41%
2014
2.09%2.44%
2013
41.30%40.91%
2012
11.70%13.15%
2011
-6.96%-3.55%
2010
26.04%26.98%
2009
38.76%35.46%
2008
-41.16%-41.55%
2007
13.34%7.59%
2006
20.95%10.81%
2005
16.36%6.02%
2004
16.07%12.41%
2003
40.98%45.54%
2002
-21.25%-27.88%
2001
-12.19%-8.91%
2000
-6.27%-3.85%
1999
23.98%64.77%
1998
N/A5.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.18%-1.63%N/AN/A
20235.78%3.35%-6.79%10.95%
2022-11.13%-17.58%-4.25%8.31%
20219.83%3.49%-2.64%3.10%
2020-28.72%29.18%7.14%26.85%
201915.29%3.42%-4.29%8.61%
20180.62%6.26%5.39%-20.28%
20174.46%3.78%5.53%4.62%
2016-2.89%2.01%7.58%1.74%
20155.44%1.73%-10.25%2.00%
20142.41%1.03%-6.93%6.02%
201312.54%4.28%11.03%8.45%
201212.86%-7.26%5.69%0.98%
20116.62%-0.08%-22.50%12.69%
20107.57%-9.83%13.14%14.86%
2009-8.19%24.89%16.77%3.63%
2008-13.19%1.05%-10.29%-25.22%
20073.99%8.59%2.19%-1.78%
200614.16%-3.40%-0.96%10.73%
2005-1.64%2.74%11.03%3.71%
20046.06%1.86%-3.84%11.73%
2003-4.03%19.00%8.74%13.52%
20021.12%-6.00%-19.62%3.07%
2001-12.46%7.33%-18.69%14.94%
20009.34%-8.91%1.14%-6.96%
1999-3.06%13.58%-4.62%18.06%
1998-1.34%-21.41%17.80%N/A

Rank In Category (By Total Return)

YTD40
1-Month70
3-Month34
1-Year51
3-Year46
5-Year71

Load Adjusted Returns

1-Year8.03%
3-Year-3.14%
5-Year6.09%
10-Year6.11%