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Lord Abbett Alpha Strategy A (ALFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.21+0.02 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.67%
5-year average return6.86%
Number of years up17
Number of years down8
Best 1-yr total return (20 June 2024)42.33%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return42.33%
Worst 3-yr total return0.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALFAXCategory
YTD6.66%12.40%
1-month5.47%3.37%
3-month2.62%4.88%
1-year16.86%55.69%
3-year-2.08%19.34%
5-year8.62%20.72%
10-year7.51%13.98%
Last bull market27.41%27.85%
Last bear market-17.38%-24.06%

Annual total return (%) history

Year
ALFAXCategory
2024
N/AN/A
2023
13.91%N/A
2022
-23.44%N/A
2021
14.94%N/A
2020
26.08%38.62%
2019
24.82%27.68%
2018
-9.44%-5.76%
2017
20.59%21.50%
2016
9.20%11.20%
2015
-1.06%-2.41%
2014
2.89%2.44%
2013
42.33%40.91%
2012
12.55%13.15%
2011
-6.32%-3.55%
2010
26.87%26.98%
2009
39.71%35.46%
2008
-40.78%-41.55%
2007
14.07%7.59%
2006
21.71%10.81%
2005
17.20%6.02%
2004
16.82%12.41%
2003
41.77%45.54%
2002
-20.86%-27.88%
2001
-11.54%-8.91%
2000
-5.67%-3.85%
1999
24.84%64.77%
1998
N/A5.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.35%N/AN/AN/A
20235.98%3.52%-6.57%11.13%
2022-10.98%-17.38%-4.10%8.54%
202110.05%3.68%-2.48%3.29%
2020-28.64%29.50%7.34%27.10%
201915.44%3.62%-4.10%8.81%
20180.83%6.45%5.60%-20.10%
20174.69%3.94%5.73%4.81%
2016-2.69%2.15%7.80%1.91%
20155.64%1.89%-10.04%2.18%
20142.62%1.21%-6.75%6.23%
201312.73%4.50%11.23%8.63%
201213.05%-7.07%5.87%1.19%
20116.76%0.08%-22.34%12.91%
20107.68%-9.67%13.35%15.07%
2009-8.07%25.22%16.89%3.83%
2008-13.04%1.15%-10.11%-25.10%
20074.13%8.74%2.40%-1.62%
200614.29%-3.24%-0.79%10.94%
2005-1.43%2.90%11.15%3.95%
20046.24%2.06%-3.73%11.92%
2003-3.86%19.18%8.87%13.65%
20021.25%-6.05%-19.47%3.30%
2001-12.31%7.48%-18.57%15.26%
20009.56%-8.78%1.25%-6.78%
1999-2.84%13.76%-4.45%18.21%
1998-1.15%-21.24%17.97%N/A

Rank in category (by total return)

YTD32
1-month25
3-month20
1-year61
3-year48
5-year50

Load adjusted returns

1-year10.14%
3-year-3.99%
5-year7.34%
10-year6.87%