New Zealand markets closed

Lord Abbett Income F3 (LOGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
2.4000+0.0100 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.56%
5-year average return1.51%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)13.22%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return13.22%
Worst 3-yr total return-2.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOGVXCategory
YTD-1.83%-0.67%
1-month-2.39%1.48%
3-month-1.88%3.14%
1-year2.20%4.42%
3-year-2.31%7.37%
5-year1.26%4.80%
10-year2.37%4.92%
Last bull market10.50%5.92%
Last bear market-7.53%1.35%

Annual total return (%) history

Year
LOGVXCategory
2024
N/AN/A
2023
8.95%N/A
2022
-15.21%N/A
2021
1.58%N/A
2020
8.24%9.24%
2019
13.22%13.03%
2018
-2.41%-2.49%
2017
N/A5.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.57%N/AN/AN/A
20233.78%-0.37%-2.43%8.00%
2022-6.37%-7.53%-4.91%2.99%
2021-2.48%3.59%0.48%0.08%
2020-9.05%11.09%3.05%3.95%
20195.27%3.61%2.44%1.34%
2018-1.42%-0.69%0.74%-1.06%
20171.32%1.31%N/AN/A

Rank in category (by total return)

YTD20
1-month47
3-month18
1-year18
3-year22
5-year21

Load adjusted returns

1-year2.20%
3-year-2.31%
5-year1.26%
10-year2.37%