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Lord Abbett Affiliated F3 (LTFOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.39-0.12 (-0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.31%
5-year average return9.64%
Number of years up3
Number of years down3
Best 1-yr total return (2 Jun 2024)27.12%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return27.12%
Worst 3-yr total return4.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTFOXCategory
YTD5.72%4.44%
1-month-4.22%-4.04%
3-month4.98%4.09%
1-year18.42%14.37%
3-year5.69%6.04%
5-year7.93%9.20%
10-year8.29%8.57%
Last bull market25.17%22.97%
Last bear market-11.81%-11.27%

Annual total return (%) history

Year
LTFOXCategory
2024
N/AN/A
2023
10.86%11.63%
2022
-9.54%-5.90%
2021
27.12%26.22%
2020
-0.95%2.91%
2019
25.69%25.04%
2018
-7.09%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.37%N/AN/AN/A
2023-2.51%3.97%-1.59%11.13%
2022-4.29%-11.81%-3.99%11.63%
20218.86%5.71%-0.03%10.49%
2020-27.86%15.61%5.43%12.64%
201910.68%3.85%2.56%6.62%
2018-2.30%0.57%6.63%-11.32%
20173.10%6.16%N/AN/A

Rank in category (by total return)

YTD25
1-month56
3-month27
1-year21
3-year60
5-year78

Load adjusted returns

1-year18.42%
3-year5.69%
5-year7.93%
10-year8.29%