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Lord Abbett Alpha Strategy F3 (ALFOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.67+0.10 (+0.39%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.94%
5-year average return7.01%
Number of years up4
Number of years down2
Best 1-yr total return (2 July 2024)26.55%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return26.55%
Worst 3-yr total return0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALFOXCategory
YTD5.98%12.40%
1-month-0.77%3.37%
3-month-1.38%4.88%
1-year10.23%55.69%
3-year-2.08%19.34%
5-year7.25%20.72%
10-year7.17%13.98%
Last bull market27.54%27.85%
Last bear market-17.32%-24.06%

Annual total return (%) history

Year
ALFOXCategory
2024
N/AN/A
2023
14.29%N/A
2022
-23.19%N/A
2021
15.33%N/A
2020
26.55%38.62%
2019
25.24%27.68%
2018
-9.16%-5.76%
2017
N/A21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.47%-1.38%N/AN/A
20236.09%3.58%-6.48%11.21%
2022-10.89%-17.32%-4.02%8.62%
202110.10%3.80%-2.38%3.37%
2020-28.55%29.60%7.44%27.21%
201915.55%3.72%-4.02%8.88%
20180.92%6.51%5.71%-20.05%
20175.80%4.89%N/AN/A

Rank in category (by total return)

YTD38
1-month67
3-month28
1-year40
3-year36
5-year48

Load adjusted returns

1-year10.23%
3-year-2.08%
5-year7.25%
10-year7.17%