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Nasdaq - Delayed Quote USD

Lord Abbett Floating Rate R3 (LRRRX)

7.93
-0.06
(-0.75%)
At close: 8:01:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.15%
5y Average Return 8.02%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 2, 2025) 12.31%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 12.31%
Worst 3Y Total Return 0.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LRRRX
Category
YTD
0.21%
2.87%
1-Month
-0.53%
0.37%
3-Month
0.21%
1.35%
1-Year
6.09%
10.15%
3-Year
6.21%
3.23%
5-Year
7.86%
3.90%
10-Year
3.82%
3.49%
Last Bull Market
4.69%
7.61%
Last Bear Market
-5.14%
-3.97%

Annual Total Return (%) History

Year
LRRRX
Category
2025
--
--
2024
8.60%
--
2023
12.31%
--
2022
-2.24%
--
2021
4.95%
--
2020
-1.99%
1.16%
2019
7.03%
7.45%
2018
-0.51%
-0.26%

2017
3.45%
3.48%
2016
9.57%
9.25%
2015
0.05%
-1.25%
2014
0.64%
0.57%
2013
5.70%
5.68%
2012
9.68%
9.43%
2011
1.16%
1.63%
2010
8.06%
9.44%
2009
32.77%
41.81%
2008
-21.44%
-29.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.21% -- -- --
2024 2.59% 1.75% 1.91% 2.10%
2023 2.90% 3.16% 3.00% 2.73%
2022 -0.28% -5.14% 1.15% 2.17%
2021 1.75% 1.73% 1.02% 0.37%
2020 -15.82% 7.47% 3.71% 4.46%
2019 3.33% 1.56% 0.65% 1.32%
2018 1.21% 0.54% 1.70% -3.86%
2017 0.74% 0.48% 1.05% 1.14%
2016 1.64% 2.69% 2.79% 2.13%

2015 1.97% 0.48% -1.16% -1.20%
2014 0.87% 1.12% -0.75% -0.58%
2013 2.46% 0.28% 1.25% 1.61%
2012 3.86% 0.60% 3.21% 1.70%
2011 1.67% 0.27% -3.92% 3.27%
2010 3.05% -0.95% 3.27% 2.51%
2009 8.97% 11.84% 6.51% 2.29%
2008 -3.43% 4.08% -5.08% -17.66%

Rank in Category (By Total Return)

YTD 59
1-Month 56
3-Month 59
1-Year 57
3-Year 49
5-Year 34

Load Adjusted Returns

1-Year 6.09%
3-Year 6.21%
5-Year 7.86%
10-Year 3.82%

Performance & Risk

YTD Return 0.15%
5y Average Return 8.02%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.17
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Lord Abbett
Net Assets 4.9B
YTD Return 0.21%
Yield 7.63%
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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