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Lord Abbett Alpha Strategy R3 (ALFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.88+0.23 (+1.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.81%
5-year average return6.05%
Number of years up11
Number of years down5
Best 1-yr total return (2 May 2024)41.99%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return41.99%
Worst 3-yr total return-0.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALFRXCategory
YTD1.04%12.40%
1-month-5.84%3.37%
3-month2.11%4.88%
1-year8.97%55.69%
3-year-4.33%19.34%
5-year5.68%20.72%
10-year6.69%13.98%
Last bull market27.25%27.85%
Last bear market-17.46%-24.06%

Annual total return (%) history

Year
ALFRXCategory
2024
N/AN/A
2023
13.60%N/A
2022
-23.63%N/A
2021
14.66%N/A
2020
25.77%38.62%
2019
24.55%27.68%
2018
-9.71%-5.76%
2017
20.29%21.50%
2016
8.96%11.20%
2015
-1.29%-2.41%
2014
2.58%2.44%
2013
41.99%40.91%
2012
12.28%13.15%
2011
-6.54%-3.55%
2010
26.73%26.98%
2009
39.39%35.46%
2008
-40.84%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.30%N/AN/AN/A
20235.90%3.44%-6.61%11.03%
2022-11.03%-17.46%-4.14%8.50%
202110.00%3.62%-2.55%3.23%
2020-28.64%29.35%7.28%27.00%
201915.43%3.56%-4.15%8.70%
20180.77%6.36%5.55%-20.19%
20174.59%3.91%5.67%4.75%
2016-2.78%2.15%7.70%1.87%
20155.59%1.85%-10.13%2.15%
20142.52%1.17%-6.85%6.17%
201312.63%4.44%11.16%8.59%
201213.00%-7.14%5.81%1.12%
20116.68%0.04%-22.39%12.83%
20107.68%-9.73%13.34%15.04%
2009-8.11%25.12%16.87%3.74%
2008-13.06%1.15%-10.18%-25.10%
2007-1.64%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month28
3-month56
1-year72
3-year50
5-year63

Load adjusted returns

1-year8.97%
3-year-4.33%
5-year5.68%
10-year6.69%