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Lord Abbett Multi-Asset Income I (ISFYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.53+0.08 (+0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.97%
5-Year Average Return4.73%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Jul 1, 2024)36.36%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return36.36%
Worst 3-Yr Total Return0.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnISFYXCategory
YTD4.39%5.91%
1-Month2.39%0.61%
3-Month1.83%4.02%
1-Year11.86%18.59%
3-Year-0.29%8.56%
5-Year5.29%7.44%
10-Year4.27%6.20%
Last Bull Market14.49%11.89%
Last Bear Market-10.40%-8.23%

Annual Total Return (%) History

Year
ISFYXCategory
2024
N/AN/A
2023
9.29%N/A
2022
-14.12%N/A
2021
7.79%N/A
2020
14.11%8.86%
2019
16.17%14.81%
2018
-6.14%-5.04%
2017
9.35%9.86%
2016
9.61%6.62%
2015
-3.11%-2.32%
2014
3.72%4.02%
2013
11.07%7.23%
2012
13.12%9.40%
2011
1.29%1.70%
2010
12.93%10.03%
2009
36.36%20.77%
2008
-23.10%-18.61%
2007
3.28%4.53%
2006
10.42%8.16%
2005
N/A2.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.66%0.36%N/AN/A
20232.66%1.32%-2.34%7.59%
2022-5.57%-10.40%-2.11%3.69%
20213.24%2.56%-0.51%2.32%
2020-13.45%13.34%5.14%10.63%
20198.44%2.63%-0.24%4.64%
2018-0.12%0.49%2.88%-9.10%
20172.94%1.67%2.20%2.23%
20160.57%2.89%4.06%1.79%
20152.17%-0.08%-5.22%0.13%
20142.42%3.12%-1.95%0.16%
20134.14%-0.60%3.61%3.55%
20126.87%-1.80%4.56%3.10%
20114.12%0.88%-8.56%5.46%
20104.09%-3.05%7.43%4.16%
20090.94%14.00%12.82%5.04%
2008-4.67%0.69%-7.88%-13.03%
20072.40%1.34%0.84%-1.30%
20062.11%0.12%3.57%4.29%
20051.06%0.61%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month64
3-Month36
1-Year17
3-Year80
5-Year27

Load Adjusted Returns

1-Year11.86%
3-Year-0.29%
5-Year5.29%
10-Year4.27%