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Lord Abbett Alpha Strategy R3 (ALFRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.30-0.12 (-0.51%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.26%
5-Year Average Return7.67%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 4, 2024)41.99%
Worst 1 Yr Total Return (Jun 4, 2024)N/A
Best 3-Yr Total Return41.99%
Worst 3-Yr Total Return-0.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALFRXCategory
YTD6.58%12.40%
1-Month5.48%3.37%
3-Month2.58%4.88%
1-Year16.58%55.69%
3-Year-2.32%19.34%
5-Year8.36%20.72%
10-Year7.24%13.98%
Last Bull Market27.25%27.85%
Last Bear Market-17.46%-24.06%

Annual Total Return (%) History

Year
ALFRXCategory
2024
N/AN/A
2023
13.60%N/A
2022
-23.63%N/A
2021
14.66%N/A
2020
25.77%38.62%
2019
24.55%27.68%
2018
-9.71%-5.76%
2017
20.29%21.50%
2016
8.96%11.20%
2015
-1.29%-2.41%
2014
2.58%2.44%
2013
41.99%40.91%
2012
12.28%13.15%
2011
-6.54%-3.55%
2010
26.73%26.98%
2009
39.39%35.46%
2008
-40.84%-41.55%
2007
N/A7.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.30%N/AN/AN/A
20235.90%3.44%-6.61%11.03%
2022-11.03%-17.46%-4.14%8.50%
202110.00%3.62%-2.55%3.23%
2020-28.64%29.35%7.28%27.00%
201915.43%3.56%-4.15%8.70%
20180.77%6.36%5.55%-20.19%
20174.59%3.91%5.67%4.75%
2016-2.78%2.15%7.70%1.87%
20155.59%1.85%-10.13%2.15%
20142.52%1.17%-6.85%6.17%
201312.63%4.44%11.16%8.59%
201213.00%-7.14%5.81%1.12%
20116.68%0.04%-22.39%12.83%
20107.68%-9.73%13.34%15.04%
2009-8.11%25.12%16.87%3.74%
2008-13.06%1.15%-10.18%-25.10%
2007-1.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD32
1-Month25
3-Month20
1-Year62
3-Year50
5-Year56

Load Adjusted Returns

1-Year16.58%
3-Year-2.32%
5-Year8.36%
10-Year7.24%