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Lord Abbett Calibrated Dividend Gr R4 (LAMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.25+0.14 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.15%
5-year average return12.45%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)26.62%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.62%
Worst 3-yr total return7.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAMSXCategory
YTD14.12%5.31%
1-month2.88%-4.19%
3-month3.02%3.90%
1-year22.29%20.31%
3-year8.77%6.48%
5-year12.63%11.78%
10-year10.94%10.96%
Last bull market24.58%25.56%
Last bear market-12.34%-15.11%

Annual total return (%) history

Year
LAMSXCategory
2024
N/AN/A
2023
16.38%22.32%
2022
-13.63%-16.96%
2021
25.80%26.07%
2020
15.49%15.83%
2019
26.62%28.78%
2018
-4.80%-6.27%
2017
19.10%20.44%
2016
15.21%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.77%3.02%N/AN/A
20232.52%5.94%-2.85%10.31%
2022-6.82%-12.34%-4.39%10.61%
20214.33%7.51%0.12%12.03%
2020-19.83%19.10%9.61%10.35%
201911.95%4.03%4.26%4.28%
2018-2.81%1.32%8.34%-10.76%
20174.38%2.50%3.38%7.68%
20166.06%5.01%0.72%2.71%
2015-5.66%5.93%N/AN/A

Rank in category (by total return)

YTD46
1-month52
3-month52
1-year56
3-year45
5-year69

Load adjusted returns

1-year22.29%
3-year8.77%
5-year12.63%
10-year10.94%