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Lord Abbett Multi-Asset Income R4 (LIXSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.57-0.02 (-0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.86%
5-Year Average Return4.57%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)15.86%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return15.86%
Worst 3-Yr Total Return0.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLIXSXCategory
YTD4.25%5.91%
1-Month2.35%0.61%
3-Month1.75%4.02%
1-Year11.56%18.59%
3-Year-0.54%8.56%
5-Year5.02%7.44%
10-Year4.01%6.20%
Last Bull Market14.50%11.89%
Last Bear Market-10.45%-8.23%

Annual Total Return (%) History

Year
LIXSXCategory
2024
N/AN/A
2023
9.02%N/A
2022
-14.30%N/A
2021
7.53%N/A
2020
13.81%8.86%
2019
15.86%14.81%
2018
-6.39%-5.04%
2017
9.13%9.86%
2016
9.37%6.62%
2015
N/A-2.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.62%N/AN/AN/A
20232.58%1.24%-2.39%7.55%
2022-5.60%-10.45%-2.23%3.68%
20213.21%2.48%-0.57%2.24%
2020-13.56%13.36%5.05%10.56%
20198.33%2.55%-0.30%4.62%
2018-0.23%0.43%2.87%-9.17%
20172.88%1.61%2.12%2.23%
20160.51%2.81%4.05%1.72%
2015-5.25%0.01%N/AN/A

Rank In Category (By Total Return)

YTD13
1-Month68
3-Month42
1-Year21
3-Year84
5-Year38

Load Adjusted Returns

1-Year11.56%
3-Year-0.54%
5-Year5.02%
10-Year4.01%