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Nasdaq - Delayed Quote USD

Lord Abbett Micro Cap Growth I (LMIYX)

18.08
-0.34
(-1.85%)
At close: March 28 at 8:03:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.47%
5y Average Return 15.24%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Mar 27, 2025) 79.62%
Worst 1Y Total Return (Mar 27, 2025) --
Best 3Y Total Return 79.62%
Worst 3Y Total Return -7.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMIYX
Category
YTD
-8.67%
12.40%
1-Month
-8.92%
3.37%
3-Month
-13.21%
4.88%
1-Year
9.88%
55.69%
3-Year
1.97%
19.34%
5-Year
10.86%
20.72%
10-Year
11.12%
13.98%
Last Bull Market
33.39%
27.85%
Last Bear Market
-22.51%
-24.06%

Annual Total Return (%) History

Year
LMIYX
Category
2024
27.28%
--
2023
6.14%
--
2022
-29.10%
--
2021
3.74%
--
2020
79.62%
38.62%
2019
34.56%
27.68%
2018
2.85%
-5.76%
2017
38.38%
21.50%

2016
2.05%
11.20%
2015
-6.38%
-2.41%
2014
10.84%
2.44%
2013
78.58%
40.91%
2012
2.61%
13.15%
2011
-5.69%
-3.55%
2010
34.16%
26.98%
2009
52.94%
35.46%
2008
-46.28%
-41.55%
2007
23.01%
7.59%
2006
25.71%
10.81%
2005
2.81%
6.02%
2004
26.21%
12.41%
2003
49.74%
45.54%
2002
-30.67%
-27.88%
2001
17.38%
-8.91%
2000
-22.90%
-3.85%
1999
--
64.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.71% 0.22% 6.93% 10.27%
2023 5.64% 4.23% -13.40% 11.31%
2022 -17.19% -22.51% 8.29% 2.02%
2021 12.36% -0.04% -9.38% 1.93%
2020 -24.27% 47.66% 17.49% 36.72%
2019 22.62% 7.46% -13.89% 18.59%
2018 5.33% 15.78% 10.04% -23.35%
2017 8.97% 8.17% 13.63% 3.32%
2016 -13.66% 5.93% 14.56% -2.61%
2015 7.34% 4.13% -16.29% 0.06%

2014 7.88% -6.49% -6.59% 17.62%
2013 21.81% 15.05% 17.29% 8.64%
2012 17.75% -9.67% 1.33% -4.80%
2011 4.83% 0.21% -21.88% 14.91%
2010 6.71% -8.76% 15.18% 19.64%
2009 -0.92% 31.55% 13.54% 3.35%
2008 -23.11% 4.51% -5.94% -28.93%
2007 5.67% 9.88% 4.11% 1.76%
2006 17.21% -9.74% 1.27% 17.34%
2005 -9.47% 5.97% 6.97% 0.18%
2004 12.41% 1.71% -11.01% 24.04%
2003 -3.40% 27.24% 11.82% 8.95%
2002 0.00% -12.70% -21.73% 1.46%
2001 2.44% 12.12% -20.98% 29.33%
2000 26.57% -20.89% -4.70% -19.21%
1999 28.02% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 87
3-Month 87
1-Year 16
3-Year 60
5-Year 26

Load Adjusted Returns

1-Year 9.88%
3-Year 1.97%
5-Year 10.86%
10-Year 11.12%

Performance & Risk

YTD Return -15.47%
5y Average Return 15.24%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Lord Abbett
Net Assets 182.41M
YTD Return -8.67%
Yield 0.00%
Morningstar Rating
Inception Date Aug 28, 2020

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of micro-cap companies. It uses fundamental analysis to look for micro-cap companies that appear to have the potential for more rapid growth than the overall economy.

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