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Nasdaq - Delayed Quote USD

Lord Abbett Floating Rate A (LFRAX)

7.98
-0.06
(-0.75%)
At close: 8:03:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.32%
5y Average Return 8.31%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 1, 2025) 12.64%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 12.64%
Worst 3Y Total Return 0.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LFRAX
Category
YTD
0.79%
2.87%
1-Month
0.19%
0.37%
3-Month
1.18%
1.35%
1-Year
7.86%
10.15%
3-Year
6.77%
3.23%
5-Year
4.97%
3.90%
10-Year
4.21%
3.49%
Last Bull Market
4.87%
7.61%
Last Bear Market
-5.19%
-3.97%

Annual Total Return (%) History

Year
LFRAX
Category
2024
8.79%
--
2023
12.64%
--
2022
-1.83%
--
2021
5.13%
--
2020
-1.70%
1.16%
2019
7.34%
7.45%
2018
-0.23%
-0.26%
2017
3.86%
3.48%

2016
9.89%
9.25%
2015
0.35%
-1.25%
2014
0.93%
0.57%
2013
5.89%
5.68%
2012
10.12%
9.43%
2011
1.44%
1.63%
2010
8.18%
9.44%
2009
32.26%
41.81%
2008
-21.36%
-29.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.66% 1.82% 1.98% 2.05%
2023 2.98% 3.23% 3.05% 2.83%
2022 -0.09% -5.19% 1.23% 2.38%
2021 1.82% 1.80% 0.98% 0.44%
2020 -15.76% 7.54% 3.79% 4.54%
2019 3.41% 1.64% 0.61% 1.51%
2018 1.17% 0.72% 1.76% -3.78%
2017 0.92% 0.44% 1.12% 1.33%
2016 1.72% 2.77% 2.98% 2.09%
2015 2.05% 0.66% -1.09% -1.24%

2014 1.05% 1.08% -0.58% -0.61%
2013 2.52% 0.35% 1.21% 1.69%
2012 4.06% 0.57% 3.39% 1.78%
2011 1.85% 0.34% -3.95% 3.35%
2010 3.07% -0.89% 3.23% 2.59%
2009 8.97% 11.57% 6.33% 2.31%
2008 -3.39% 4.10% -5.05% -17.64%

Rank in Category (By Total Return)

YTD 41
1-Month 27
3-Month 58
1-Year 37
3-Year 29
5-Year 55

Load Adjusted Returns

1-Year 5.44%
3-Year 5.97%
5-Year 4.50%
10-Year 3.97%

Performance & Risk

YTD Return 0.32%
5y Average Return 8.31%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.17
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Lord Abbett
Net Assets 5.01B
YTD Return 0.79%
Yield 8.00%
Morningstar Rating
Inception Date Apr 04, 2017

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 floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20% of its net assets in other types of debt securities and short-term instruments.

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