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Lord Abbett Multi-Asset Income A (ISFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.63+0.07 (+0.45%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.92%
5-year average return4.96%
Number of years up14
Number of years down4
Best 1-yr total return (4 June 2024)35.86%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return35.86%
Worst 3-yr total return0.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnISFAXCategory
YTD4.25%5.91%
1-month2.36%0.61%
3-month1.75%4.02%
1-year11.57%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
ISFAXCategory
2024
N/AN/A
2023
9.03%N/A
2022
-14.30%N/A
2021
7.54%N/A
2020
13.81%8.86%
2019
15.86%14.81%
2018
-6.41%-5.04%
2017
9.17%9.86%
2016
9.28%6.62%
2015
-3.33%-2.32%
2014
3.46%4.02%
2013
10.82%7.23%
2012
12.88%9.40%
2011
1.02%1.70%
2010
12.51%10.03%
2009
35.86%20.77%
2008
-23.38%-18.61%
2007
2.91%4.53%
2006
10.09%8.16%
2005
N/A2.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.62%N/AN/AN/A
20232.58%1.24%-2.39%7.55%
2022-5.60%-10.45%-2.22%3.68%
20213.21%2.48%-0.57%2.25%
2020-13.49%13.27%5.05%10.57%
20198.33%2.62%-0.37%4.61%
2018-0.25%0.49%2.79%-9.17%
20172.93%1.60%2.12%2.23%
20160.51%2.81%3.97%1.72%
20152.10%-0.08%-5.25%0.00%
20142.35%3.05%-2.01%0.10%
20134.06%-0.60%3.47%3.54%
20126.78%-1.79%4.48%3.02%
20114.02%0.88%-8.65%5.38%
20103.99%-3.12%7.32%4.06%
20090.84%13.95%12.67%4.93%
2008-4.75%0.60%-7.94%-13.15%
20072.30%1.25%0.75%-1.38%
20062.05%0.04%3.53%4.16%
20051.02%0.45%N/AN/A

Rank in category (by total return)

YTD13
1-month68
3-month42
1-year21
3-year84
5-year37

Load adjusted returns

1-year9.06%
3-year-1.29%
5-year4.55%
10-year3.77%