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Lord Abbett Alpha Strategy R6 (ALFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.53+0.17 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.98%
5-year average return7.25%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)26.54%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.54%
Worst 3-yr total return0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALFVXCategory
YTD6.81%12.40%
1-month5.50%3.37%
3-month2.70%4.88%
1-year17.23%55.69%
3-year-1.74%19.34%
5-year8.99%20.72%
10-year7.82%13.98%
Last bull market27.59%27.85%
Last bear market-17.35%-24.06%

Annual total return (%) history

Year
ALFVXCategory
2024
N/AN/A
2023
14.28%N/A
2022
-23.18%N/A
2021
15.32%N/A
2020
26.54%38.62%
2019
25.23%27.68%
2018
-9.16%-5.76%
2017
21.03%21.50%
2016
9.47%11.20%
2015
N/A-2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.47%N/AN/AN/A
20236.04%3.62%-6.48%11.21%
2022-10.89%-17.35%-3.97%8.62%
202110.14%3.77%-2.38%3.37%
2020-28.54%29.58%7.44%27.19%
201915.54%3.72%-4.02%8.87%
20180.92%6.51%5.67%-20.02%
20174.77%4.06%5.80%4.92%
2016-2.65%2.25%7.84%1.99%
2015-9.98%2.27%N/AN/A

Rank in category (by total return)

YTD30
1-month24
3-month19
1-year59
3-year44
5-year43

Load adjusted returns

1-year17.23%
3-year-1.74%
5-year8.99%
10-year7.82%