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Lord Abbett Multi-Asset Balanced Opp I (LABYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.79+0.04 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.23%
5-year average return7.36%
Number of years up14
Number of years down5
Best 1-yr total return (4 July 2024)32.42%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return32.42%
Worst 3-yr total return1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLABYXCategory
YTD8.30%9.69%
1-month0.90%0.91%
3-month0.59%5.21%
1-year14.98%27.06%
3-year1.61%11.00%
5-year7.34%10.26%
10-year5.71%8.34%
Last bull market19.68%15.58%
Last bear market-12.18%-12.16%

Annual total return (%) history

Year
LABYXCategory
2024
N/AN/A
2023
12.18%N/A
2022
-15.96%N/A
2021
10.79%N/A
2020
19.67%11.72%
2019
20.45%19.23%
2018
-8.53%-5.76%
2017
10.86%13.21%
2016
11.75%7.34%
2015
-5.02%-1.93%
2014
6.19%6.21%
2013
18.34%16.48%
2012
14.99%11.72%
2011
-3.15%-0.11%
2010
12.15%11.83%
2009
32.42%24.13%
2008
-28.31%-28.00%
2007
6.15%5.99%
2006
13.02%11.29%
2005
2.82%5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.66%0.59%N/AN/A
20232.64%2.95%-2.55%8.94%
2022-6.36%-12.18%-2.46%4.77%
20214.55%3.13%-0.56%3.34%
2020-16.82%18.48%6.63%13.87%
201911.05%3.01%-0.37%5.68%
2018-0.79%0.21%4.17%-11.68%
20173.36%1.52%2.41%3.16%
20160.55%2.88%4.73%3.15%
20152.06%-0.47%-7.72%1.32%
20142.81%4.07%-2.59%1.89%
20136.80%0.30%4.72%5.49%
20129.54%-3.70%5.38%3.44%
20114.52%0.05%-14.22%7.96%
20104.03%-8.60%9.91%7.32%
2009-5.02%15.87%15.36%4.31%
2008-6.39%-1.40%-8.08%-15.50%
20071.55%3.47%2.50%-1.43%
20063.87%-0.50%4.96%4.19%
2005-2.03%0.61%2.77%1.51%

Rank in category (by total return)

YTD22
1-month67
3-month69
1-year20
3-year72
5-year41

Load adjusted returns

1-year14.98%
3-year1.61%
5-year7.34%
10-year5.71%