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Lord Abbett Multi-Asset Balanced Opp A (LABFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.69+0.00 (+0.02%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.17%
5-Year Average Return7.08%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)31.96%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return31.96%
Worst 3-Yr Total Return1.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLABFXCategory
YTD7.22%9.69%
1-Month2.99%0.91%
3-Month2.34%5.21%
1-Year17.59%27.06%
3-Year0.88%11.00%
5-Year7.71%10.26%
10-Year5.54%8.34%
Last Bull Market19.56%15.58%
Last Bear Market-12.24%-12.16%

Annual Total Return (%) History

Year
LABFXCategory
2024
N/AN/A
2023
11.90%N/A
2022
-16.17%N/A
2021
10.52%N/A
2020
19.37%11.72%
2019
20.16%19.23%
2018
-8.76%-5.76%
2017
10.49%13.21%
2016
11.57%7.34%
2015
-5.25%-1.93%
2014
5.85%6.21%
2013
18.03%16.48%
2012
14.70%11.72%
2011
-3.40%-0.11%
2010
11.87%11.83%
2009
31.96%24.13%
2008
-28.59%-28.00%
2007
5.89%5.99%
2006
12.65%11.29%
2005
2.47%5.13%
2004
10.22%8.86%
2003
24.45%20.35%
2002
-10.93%-12.02%
2001
-1.81%-5.05%
2000
7.43%1.82%
1999
11.01%10.71%
1998
8.82%13.52%
1997
17.32%19.63%
1996
9.05%13.70%
1995
22.78%25.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.60%N/AN/AN/A
20232.58%2.88%-2.61%8.87%
2022-6.41%-12.24%-2.52%4.71%
20214.48%3.07%-0.63%3.28%
2020-16.88%18.41%6.57%13.80%
201911.08%2.86%-0.43%5.62%
2018-0.85%0.14%4.11%-11.74%
20173.21%1.55%2.25%3.10%
20160.49%2.92%4.57%3.17%
20152.09%-0.61%-7.78%1.26%
20142.75%3.92%-2.57%1.75%
20136.73%0.15%4.66%5.51%
20129.37%-3.67%5.31%3.38%
20114.43%-0.10%-14.27%8.01%
20103.94%-8.59%9.80%7.23%
2009-5.13%15.78%15.27%4.23%
2008-6.47%-1.58%-8.08%-15.60%
20071.55%3.29%2.49%-1.51%
20063.79%-0.59%4.88%4.10%
2005-2.02%0.51%2.59%1.42%
20042.23%0.24%0.06%7.49%
2003-2.06%13.18%2.37%9.67%
20021.81%-7.58%-11.91%7.46%
2001-4.15%3.18%-8.28%8.25%
20000.73%-1.25%4.96%2.90%
19992.36%5.94%-4.16%6.82%
19985.66%0.39%-8.57%12.21%
19971.25%8.66%5.01%1.54%
19961.77%-0.12%1.44%5.75%
19956.05%5.86%4.43%4.72%

Rank In Category (By Total Return)

YTD13
1-Month61
3-Month50
1-Year21
3-Year86
5-Year48

Load Adjusted Returns

1-Year14.94%
3-Year0.12%
5-Year7.22%
10-Year5.30%