Nasdaq - Delayed Quote USD

Lord Abbett Alpha Strategy C (ALFCX)

17.18 +0.15 (+0.88%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.58%
5y Average Return 5.25%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 19, 2024) 41.30%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 41.30%
Worst 3Y Total Return -0.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALFCX
Category
YTD
7.18%
12.40%
1-Month
3.20%
3.37%
3-Month
7.18%
4.88%
1-Year
14.56%
55.69%
3-Year
-1.48%
19.34%
5-Year
7.16%
20.72%
10-Year
6.40%
13.98%
Last Bull Market
42.80%
27.85%
Last Bear Market
-17.58%
-24.06%

Annual Total Return (%) History

Year
ALFCX
Category
2024
--
--
2023
13.06%
--
2022
-24.04%
--
2021
14.10%
--
2020
25.14%
38.62%
2019
23.95%
27.68%
2018
-10.17%
-5.76%
2017
19.69%
21.50%

2016
8.42%
11.20%
2015
-1.80%
-2.41%
2014
2.09%
2.44%
2013
41.30%
40.91%
2012
11.70%
13.15%
2011
-6.96%
-3.55%
2010
26.04%
26.98%
2009
38.76%
35.46%
2008
-41.16%
-41.55%
2007
13.34%
7.59%
2006
20.95%
10.81%
2005
16.36%
6.02%
2004
16.07%
12.41%
2003
40.98%
45.54%
2002
-21.25%
-27.88%
2001
-12.19%
-8.91%
2000
-6.27%
-3.85%
1999
23.98%
64.77%
1998
--
5.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.18% -- -- --
2023 5.78% 3.35% -6.79% 10.95%
2022 -11.13% -17.58% -4.25% 8.31%
2021 9.83% 3.49% -2.64% 3.10%
2020 -28.72% 29.18% 7.14% 26.85%
2019 15.29% 3.42% -4.29% 8.61%
2018 0.62% 6.26% 5.39% -20.28%
2017 4.46% 3.78% 5.53% 4.62%
2016 -2.89% 2.01% 7.58% 1.74%
2015 5.44% 1.73% -10.25% 2.00%

2014 2.41% 1.03% -6.93% 6.02%
2013 12.54% 4.28% 11.03% 8.45%
2012 12.86% -7.26% 5.69% 0.98%
2011 6.62% -0.08% -22.50% 12.69%
2010 7.57% -9.83% 13.14% 14.86%
2009 -8.19% 24.89% 16.77% 3.63%
2008 -13.19% 1.05% -10.29% -25.22%
2007 3.99% 8.59% 2.19% -1.78%
2006 14.16% -3.40% -0.96% 10.73%
2005 -1.64% 2.74% 11.03% 3.71%
2004 6.06% 1.86% -3.84% 11.73%
2003 -4.03% 19.00% 8.74% 13.52%
2002 1.12% -6.00% -19.62% 3.07%
2001 -12.46% 7.33% -18.69% 14.94%
2000 9.34% -8.91% 1.14% -6.96%
1999 -3.06% 13.58% -4.62% 18.06%
1998 -1.34% -21.41% 17.80% --

Rank in Category (By Total Return)

YTD 49
1-Month 26
3-Month 49
1-Year 72
3-Year 55
5-Year 76

Load Adjusted Returns

1-Year 13.56%
3-Year -1.48%
5-Year 7.16%
10-Year 6.40%

Performance & Risk

YTD Return -0.58%
5y Average Return 5.25%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Lord Abbett
Net Assets 645.67M
YTD Return 7.18%
Yield 0.00%
Morningstar Rating
Inception Date Oct 19, 2004

Fund Summary

The fund is a "fund of funds" that invests in affiliated mutual funds (the "underlying funds") managed by Lord Abbett. Under normal conditions, through the underlying funds, it indirectly invests in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.

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