Nasdaq - Delayed Quote USD

Lord Abbett High Yield R3 (LHYRX)

6.27 0.00 (0.00%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.67%
5y Average Return 2.04%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 49.11%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 49.11%
Worst 3Y Total Return -1.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LHYRX
Category
YTD
1.81%
3.62%
1-Month
1.30%
1.08%
3-Month
1.81%
2.50%
1-Year
9.25%
14.69%
3-Year
0.16%
6.16%
5-Year
2.59%
6.21%
10-Year
3.51%
5.48%
Last Bull Market
12.00%
11.96%
Last Bear Market
-10.85%
-7.27%

Annual Total Return (%) History

Year
LHYRX
Category
2024
--
--
2023
10.28%
--
2022
-14.03%
--
2021
5.83%
--
2020
4.19%
4.91%
2019
14.68%
12.62%
2018
-5.49%
-2.59%
2017
8.17%
6.47%

2016
15.62%
13.30%
2015
-2.49%
-4.01%
2014
3.18%
1.11%
2013
9.36%
6.90%
2012
16.12%
14.67%
2011
2.89%
2.83%
2010
13.96%
14.24%
2009
49.11%
46.70%
2008
-23.28%
-26.41%
2007
--
1.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.81% -- -- --
2023 2.77% 1.07% -0.48% 6.69%
2022 -5.47% -10.85% -1.37% 3.42%
2021 1.65% 3.02% 0.56% 0.49%
2020 -16.75% 10.76% 5.58% 7.01%
2019 7.39% 3.69% 0.21% 2.78%
2018 -1.25% -0.10% 2.46% -6.49%
2017 2.74% 1.77% 2.50% 0.93%
2016 1.93% 5.42% 5.37% 2.11%
2015 3.10% 0.66% -4.27% -1.86%

2014 2.84% 3.30% -1.88% -1.01%
2013 3.89% -0.97% 2.43% 3.77%
2012 6.53% 0.30% 4.97% 3.53%
2011 3.74% 1.00% -7.04% 5.64%
2010 4.84% -0.98% 6.24% 3.32%
2009 6.02% 17.34% 13.88% 5.26%
2008 -3.48% 1.95% -7.56% -15.66%
2007 -1.19% -- -- --

Rank in Category (By Total Return)

YTD 33
1-Month 28
3-Month 33
1-Year 76
3-Year 96
5-Year 91

Load Adjusted Returns

1-Year 9.25%
3-Year 0.16%
5-Year 2.59%
10-Year 3.51%

Performance & Risk

YTD Return 0.67%
5y Average Return 2.04%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Lord Abbett
Net Assets 3.79B
YTD Return 1.81%
Yield 6.32%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund normally pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in lower-rated debt securities, including corporate debt securities and securities that are convertible into common stock or have warrants to purchase common stock. It may invest up to 20% of its net assets in foreign securities (including emerging market securities and American Depository Receipts ("ADRs")). The fund may invest up to 20% of its net assets in municipal securities.

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