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Lord Abbett Alpha Strategy F (ALFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.67+0.16 (+0.65%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.88%
5-year average return7.05%
Number of years up11
Number of years down5
Best 1-yr total return (27 June 2024)42.55%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return42.55%
Worst 3-yr total return0.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALFFXCategory
YTD6.70%12.40%
1-month5.44%3.37%
3-month2.63%4.88%
1-year17.01%55.69%
3-year-1.94%19.34%
5-year8.78%20.72%
10-year7.66%13.98%
Last bull market27.41%27.85%
Last bear market-17.34%-24.06%

Annual total return (%) history

Year
ALFFXCategory
2024
N/AN/A
2023
14.07%N/A
2022
-23.31%N/A
2021
15.10%N/A
2020
26.27%38.62%
2019
25.07%27.68%
2018
-9.36%-5.76%
2017
20.76%21.50%
2016
9.39%11.20%
2015
-0.90%-2.41%
2014
3.02%2.44%
2013
42.55%40.91%
2012
12.75%13.15%
2011
-6.16%-3.55%
2010
27.16%26.98%
2009
40.09%35.46%
2008
-40.63%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
20236.00%3.56%-6.52%11.16%
2022-10.93%-17.34%-4.05%8.58%
202110.06%3.75%-2.45%3.33%
2020-28.60%29.54%7.36%27.17%
201915.55%3.64%-4.03%8.83%
20180.86%6.49%5.64%-20.11%
20174.72%4.00%5.74%4.86%
2016-2.69%2.23%7.82%1.98%
20155.67%1.95%-10.02%2.23%
20142.61%1.27%-6.74%6.29%
201312.76%4.53%11.28%8.69%
201213.13%-7.02%5.86%1.26%
20116.80%0.16%-22.33%12.95%
20107.75%-9.64%13.43%15.14%
2009-7.95%25.20%17.00%3.90%
2008-12.98%1.24%-10.07%-25.06%
2007-1.55%N/AN/AN/A

Rank in category (by total return)

YTD32
1-month28
3-month20
1-year61
3-year46
5-year47

Load adjusted returns

1-year17.01%
3-year-1.94%
5-year8.78%
10-year7.66%