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Lord Abbett Fundamental Equity C (GILAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.59+0.03 (+0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.44%
5-year average return9.43%
Number of years up22
Number of years down7
Best 1-yr total return (27 Jun 2024)35.79%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.79%
Worst 3-yr total return4.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGILAXCategory
YTD10.88%4.44%
1-month3.27%-4.04%
3-month4.20%4.09%
1-year27.23%14.37%
3-year7.06%6.04%
5-year10.98%9.20%
10-year7.80%8.57%
Last bull market26.45%22.97%
Last bear market-13.70%-11.27%

Annual total return (%) history

Year
GILAXCategory
2024
N/AN/A
2023
12.26%11.63%
2022
-10.08%-5.90%
2021
27.95%26.22%
2020
2.00%2.91%
2019
21.76%25.04%
2018
-9.09%-8.53%
2017
12.12%15.94%
2016
14.86%14.81%
2015
-3.91%-4.05%
2014
6.23%10.21%
2013
35.79%31.21%
2012
9.99%14.57%
2011
-4.48%-0.75%
2010
18.29%13.66%
2009
25.18%24.13%
2008
-29.24%-37.09%
2007
6.78%1.42%
2006
12.93%18.15%
2005
4.73%5.95%
2004
15.04%12.97%
2003
31.00%28.44%
2002
-14.77%-18.69%
2001
-4.74%-4.99%
2000
8.53%7.87%
1999
19.58%6.72%
1998
14.58%12.00%
1997
26.63%26.61%
1996
18.26%20.08%
1995
32.30%32.39%
1994
N/A-0.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.19%N/AN/AN/A
2023-0.10%4.63%-2.54%10.20%
2022-2.60%-13.70%-4.19%11.65%
202110.20%4.88%1.23%9.36%
2020-27.03%16.36%4.16%15.33%
201910.73%1.98%1.66%6.07%
2018-2.60%-0.71%6.08%-11.39%
20171.37%2.02%2.98%5.28%
2016-0.56%4.51%3.60%6.68%
2015-0.65%0.65%-8.98%5.57%
20140.07%2.66%-0.14%3.54%
201313.18%3.34%5.98%9.55%
201211.17%-7.06%5.07%1.33%
20116.43%-1.07%-19.78%13.09%
20106.16%-10.79%10.26%13.27%
2009-8.67%12.66%16.04%4.84%
2008-7.67%1.11%-8.49%-17.17%
20072.02%5.61%1.95%-2.79%
20067.46%-0.41%0.98%4.49%
2005-2.23%-0.35%5.72%1.68%
20043.22%1.13%-0.56%10.83%
2003-3.29%15.56%2.83%14.00%
20023.48%-8.86%-14.64%5.86%
2001-7.94%5.25%-9.04%8.08%
2000-1.82%-2.51%6.00%6.97%
19993.52%10.61%-6.15%11.28%
199810.08%-0.83%-11.33%18.37%
19971.66%14.24%6.18%2.70%
19964.84%0.90%3.04%8.50%
19958.86%6.88%7.35%5.92%
19941.66%5.35%-1.36%N/A

Rank in category (by total return)

YTD10
1-month41
3-month41
1-year17
3-year36
5-year59

Load adjusted returns

1-year26.23%
3-year7.06%
5-year10.98%
10-year7.80%