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Lord Abbett Affiliated R3 (LAFRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.28+0.27 (+1.50%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.75%
5-Year Average Return9.39%
Number of Years Up10
Number of Years Down6
Best 1 Yr Total Return (May 30, 2024)31.96%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return31.96%
Worst 3-Yr Total Return3.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLAFRXCategory
YTD5.48%4.44%
1-Month-4.27%-4.04%
3-Month4.80%4.09%
1-Year17.70%14.37%
3-Year5.08%6.04%
5-Year7.31%9.20%
10-Year7.78%8.57%
Last Bull Market24.83%22.97%
Last Bear Market-11.90%-11.27%

Annual Total Return (%) History

Year
LAFRXCategory
2024
N/AN/A
2023
10.27%11.63%
2022
-10.09%-5.90%
2021
26.43%26.22%
2020
-1.54%2.91%
2019
25.02%25.04%
2018
-7.65%-8.53%
2017
15.79%15.94%
2016
17.08%14.81%
2015
-4.37%-4.05%
2014
11.75%10.21%
2013
31.96%31.21%
2012
15.75%14.57%
2011
-8.04%-0.75%
2010
14.17%13.66%
2009
19.16%24.13%
2008
-37.22%-37.09%
2007
N/A1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.18%N/AN/AN/A
2023-2.67%3.87%-1.74%10.99%
2022-4.46%-11.90%-4.18%11.46%
20218.67%5.56%-0.11%10.33%
2020-27.98%15.50%5.25%12.46%
201910.54%3.74%2.38%6.48%
2018-2.45%0.43%6.47%-11.46%
20174.04%1.94%2.99%6.01%
20162.40%3.09%3.72%6.93%
20150.36%-1.29%-7.63%4.51%
20142.23%3.93%-0.18%5.36%
201310.86%3.81%4.45%9.78%
201212.59%-4.72%6.56%1.26%
20115.55%-2.72%-20.84%13.15%
20106.67%-14.39%10.22%13.44%
2009-16.54%18.72%16.22%3.48%
2008-9.70%-6.18%-6.67%-20.60%
2007-3.55%N/AN/AN/A

Rank In Category (By Total Return)

YTD27
1-Month59
3-Month30
1-Year27
3-Year74
5-Year84

Load Adjusted Returns

1-Year17.70%
3-Year5.08%
5-Year7.31%
10-Year7.78%