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Lord Abbett Alpha Strategy Fund (ALFYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.96+0.16 (+0.73%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.97%
5-Year Average Return7.38%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)42.68%
Worst 1 Yr Total Return (Feb 3, 2019)-40.57%
Best 3-Yr Total Return42.68%
Worst 3-Yr Total Return-5.98%

Trailing Returns (%) Vs. Benchmarks

ReturnALFYXCategory
YTD-26.38%12.40%
1-Month-9.36%3.37%
3-Month-17.33%4.88%
1-Year-25.75%55.69%
3-Year3.86%19.34%
5-Year8.37%20.72%
10-Year9.70%13.98%
Last Bull Market26.56%27.85%
Last Bear Market-25.25%-24.06%

Annual Total Return (%) History

Year
ALFYXCategory
2021
N/AN/A
2020
26.40%38.62%
2019
25.13%27.68%
2018
-9.23%-5.76%
2017
20.86%21.50%
2016
9.52%11.20%
2015
-0.82%-2.41%
2014
3.14%2.44%
2013
42.68%40.91%
2012
12.86%13.15%
2011
-6.08%-3.55%
2010
27.32%26.98%
2009
40.16%35.46%
2008
-40.57%-41.55%
2007
14.49%7.59%
2006
22.14%10.81%
2005
17.58%6.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202110.10%3.78%-2.42%N/A
2020-28.58%29.56%7.42%27.17%
201915.52%3.69%-4.03%8.85%
20180.88%6.52%5.68%-20.07%
20174.73%4.02%5.80%4.86%
2016-2.65%2.25%7.88%1.99%
20155.71%1.93%-9.98%2.25%
20142.68%1.26%-6.70%6.32%
201312.78%4.56%11.32%8.69%
201213.15%-7.00%5.89%1.27%
20116.84%0.15%-22.29%12.95%
20107.76%-9.59%13.46%15.18%
2009-7.98%25.22%17.09%3.88%
2008-12.96%1.23%-10.06%-25.01%
20074.25%8.79%2.50%-1.52%
200614.42%-3.19%-0.66%11.00%
2005-1.37%3.02%11.27%4.00%

Rank In Category (By Total Return)

YTD37
1-Month93
3-Month71
1-Year37
3-Year74
5-Year76

Load Adjusted Returns

1-Year56.09%
3-Year15.15%
5-Year16.89%
10-Year12.12%
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