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Lord Abbett Affiliated R4 (LAFSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.15+0.03 (+0.18%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.67%
5-Year Average Return8.30%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)26.71%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return26.71%
Worst 3-Yr Total Return4.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLAFSXCategory
YTD8.83%4.44%
1-Month3.11%-4.04%
3-Month2.96%4.09%
1-Year25.65%14.37%
3-Year5.71%6.04%
5-Year9.66%9.20%
10-Year8.21%8.57%
Last Bull Market25.02%22.97%
Last Bear Market-11.85%-11.27%

Annual Total Return (%) History

Year
LAFSXCategory
2024
N/AN/A
2023
10.57%11.63%
2022
-9.88%-5.90%
2021
26.71%26.22%
2020
-1.26%2.91%
2019
25.27%25.04%
2018
-7.46%-8.53%
2017
16.09%15.94%
2016
17.40%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.26%N/AN/AN/A
2023-2.61%3.96%-1.68%11.08%
2022-4.40%-11.85%-4.13%11.56%
20218.75%5.58%-0.04%10.41%
2020-27.95%15.61%5.25%12.63%
201910.54%3.81%2.45%6.55%
2018-2.39%0.50%6.47%-11.41%
20174.08%2.02%3.06%6.08%
20162.53%3.15%3.71%7.04%
2015-7.57%4.57%N/AN/A

Rank In Category (By Total Return)

YTD31
1-Month48
3-Month71
1-Year27
3-Year63
5-Year83

Load Adjusted Returns

1-Year25.65%
3-Year5.71%
5-Year9.66%
10-Year8.21%