Nasdaq - Delayed Quote USD

Lord Abbett Developing Growth R5 (LADTX)

25.00
+0.65
+(2.67%)
As of 8:06:25 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -17.68%
5y Average Return 8.66%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 1, 2025) 72.95%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 72.95%
Worst 3Y Total Return -12.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LADTX
Category
YTD
-8.79%
12.40%
1-Month
-10.48%
3.37%
3-Month
-15.02%
4.88%
1-Year
1.39%
55.69%
3-Year
-1.53%
19.34%
5-Year
5.95%
20.72%
10-Year
7.25%
13.98%
Last Bull Market
23.87%
27.85%
Last Bear Market
-21.10%
-24.06%

Annual Total Return (%) History

Year
LADTX
Category
2024
22.21%
--
2023
8.74%
--
2022
-35.92%
--
2021
-2.41%
--
2020
72.95%
38.62%
2019
32.31%
27.68%
2018
5.32%
-5.76%
2017
30.27%
21.50%

2016
-2.48%
11.20%
2015
--
-2.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.70% 0.99% 6.38% 0.94%
2023 8.39% 3.31% -12.94% 11.55%
2022 -19.22% -21.10% 0.68% -0.13%
2021 1.72% 2.93% -3.63% -3.28%
2020 -16.93% 40.77% 15.98% 27.53%
2019 27.10% 9.18% -11.29% 7.48%
2018 7.20% 15.07% 12.22% -23.91%
2017 8.45% 4.10% 7.14% 7.71%
2016 -10.24% 2.28% 10.94% -4.25%
2015 -15.63% -1.62% -- --

Rank in Category (By Total Return)

YTD 96
1-Month 97
3-Month 93
1-Year 79
3-Year 86
5-Year 86

Load Adjusted Returns

1-Year 1.39%
3-Year -1.53%
5-Year 5.95%
10-Year 7.25%

Performance & Risk

YTD Return -17.68%
5y Average Return 8.66%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Lord Abbett
Net Assets 2.1B
YTD Return -8.79%
Yield 0.22%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund invests in equity securities of companies that the portfolio management team believes demonstrate above-average, long-term growth potential. Under normal conditions, the fund invests at least 65% of its net assets in equity securities of small companies. It may invest up to 20% of its net assets in securities of foreign companies, including emerging market companies, ADRs, Global Depositary Receipts (“GDRs”), and other similar depositary receipts.

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