NasdaqGM - Delayed Quote USD

Lord Abbett Core Plus Bond Fund (0P00016P8J)

12.70 -0.06 (-0.47%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.18%
5y Average Return 1.18%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2024) 10.10%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 10.10%
Worst 3Y Total Return -2.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016P8J
Category
YTD
0.22%
-0.61%
1-Month
1.10%
0.77%
3-Month
0.22%
1.99%
1-Year
4.16%
3.06%
3-Year
-1.57%
5.69%
5-Year
1.21%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
4.22%
4.61%
Last Bear Market
-6.15%
1.87%

Annual Total Return (%) History

Year
0P00016P8J
Category
2024
--
--
2023
7.25%
--
2022
-13.78%
--
2021
0.79%
--
2020
7.43%
8.06%
2019
10.10%
8.94%
2018
-0.74%
-0.61%
2017
4.85%
4.27%

2016
5.84%
3.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.22% -- -- --
2023 3.20% -0.49% -2.35% 6.95%
2022 -5.96% -6.15% -4.07% 1.84%
2021 -2.04% 2.57% 0.14% 0.18%
2020 -3.45% 5.63% 2.70% 2.56%
2019 4.01% 3.30% 1.91% 0.56%
2018 -1.22% -0.26% 0.89% -0.14%
2017 1.53% 1.53% 1.18% 0.53%
2016 2.48% 2.85% 2.25% -1.79%

Rank in Category (By Total Return)

YTD 19
1-Month 17
3-Month 19
1-Year 16
3-Year 19
5-Year 26

Load Adjusted Returns

1-Year 4.16%
3-Year -1.57%
5-Year 1.21%
10-Year --

Performance & Risk

YTD Return -0.18%
5y Average Return 1.18%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Lord Abbett
Net Assets 1.97B
YTD Return 0.22%
Yield 5.43%
Morningstar Rating
Inception Date Dec 08, 2015

Fund Summary

Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a variety of fixed income securities. It will invest in investment grade debt securities, but also may invest up to 35% of its net assets in high-yield debt securities. High-yield debt securities are debt securities that are rated BB/Ba or lower by an independent rating agency, or are unrated but determined by Lord Abbett to be of comparable quality.

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