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Lord Abbett Multi-Asset Balanced Opp R3 (BLARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.70-0.03 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.04%
5-year average return6.86%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)31.71%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return31.71%
Worst 3-yr total return0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLARXCategory
YTD7.03%9.69%
1-month2.98%0.91%
3-month2.28%5.21%
1-year17.23%27.06%
3-year0.63%11.00%
5-year7.44%10.26%
10-year5.29%8.34%
Last bull market19.37%15.58%
Last bear market-12.32%-12.16%

Annual total return (%) history

Year
BLARXCategory
2024
N/AN/A
2023
11.66%N/A
2022
-16.34%N/A
2021
10.26%N/A
2020
19.01%11.72%
2019
19.90%19.23%
2018
-8.92%-5.76%
2017
10.25%13.21%
2016
11.24%7.34%
2015
-5.48%-1.93%
2014
5.61%6.21%
2013
17.78%16.48%
2012
14.46%11.72%
2011
-3.62%-0.11%
2010
11.68%11.83%
2009
31.71%24.13%
2008
-28.66%-28.00%
2007
N/A5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.45%N/AN/AN/A
20232.53%2.73%-2.68%8.93%
2022-6.41%-12.32%-2.59%4.65%
20214.42%3.08%-0.69%3.15%
2020-16.88%18.26%6.51%13.67%
201910.94%2.90%-0.50%5.56%
2018-0.82%0.08%3.97%-11.74%
20173.15%1.49%2.20%3.04%
20160.43%2.77%4.61%3.03%
20151.94%-0.59%-7.85%1.21%
20142.69%3.86%-2.72%1.78%
20136.68%0.09%4.60%5.45%
20129.42%-3.82%5.26%3.32%
20114.40%-0.07%-14.34%7.85%
20103.94%-8.63%9.68%7.22%
2009-5.06%15.59%15.27%4.11%
2008-6.52%-1.59%-8.15%-15.57%
2007-1.55%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month63
3-month53
1-year24
3-year89
5-year53

Load adjusted returns

1-year17.23%
3-year0.63%
5-year7.44%
10-year5.29%