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Nasdaq - Delayed Quote USD

Lord Abbett Total Return Fund (LTRRX)

8.60
-0.03
(-0.35%)
At close: 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.56%
5y Average Return 0.36%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Apr 7, 2025) 8.10%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 8.10%
Worst 3Y Total Return -3.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTRRX
Category
YTD
2.53%
-0.61%
1-Month
-0.19%
0.77%
3-Month
2.53%
1.99%
1-Year
5.13%
3.06%
3-Year
0.36%
5.69%
5-Year
0.55%
3.75%
10-Year
1.27%
3.84%
Last Bull Market
6.59%
4.61%
Last Bear Market
-6.11%
1.87%

Annual Total Return (%) History

Year
LTRRX
Category
2025
--
--
2024
2.37%
--
2023
5.86%
--
2022
-14.33%
--
2021
-0.31%
--
2020
6.94%
8.06%
2019
8.10%
8.94%
2018
-1.23%
-0.61%

2017
3.42%
4.27%
2016
3.74%
3.86%
2015
-0.93%
-0.45%
2014
5.81%
5.42%
2013
-1.69%
-0.90%
2012
7.40%
7.76%
2011
6.89%
6.27%
2010
7.39%
8.51%
2009
15.52%
15.12%
2008
-1.46%
-3.86%
2007
--
5.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.53% -- -- --
2024 -0.16% 0.21% 5.20% -2.74%
2023 3.06% -0.78% -2.85% 6.56%
2022 -5.83% -6.11% -4.57% 1.54%
2021 -2.50% 2.30% -0.03% -0.02%
2020 -1.24% 4.35% 1.85% 1.89%
2019 3.25% 2.92% 1.48% 0.24%
2018 -1.49% -0.42% 0.18% 0.51%
2017 1.06% 1.36% 0.76% 0.20%
2016 2.74% 2.54% 1.16% -2.66%

2015 1.51% -1.57% -0.12% -0.72%
2014 2.26% 2.43% -0.11% 1.13%
2013 0.42% -2.89% 0.42% 0.39%
2012 1.75% 1.87% 2.63% 0.95%
2011 0.94% 2.01% 2.31% 1.46%
2010 2.37% 2.78% 3.23% -1.12%
2009 2.49% 5.49% 6.19% 0.62%
2008 0.95% -0.07% -2.00% -0.33%
2007 2.19% -- -- --

Rank in Category (By Total Return)

YTD 68
1-Month 65
3-Month 68
1-Year 56
3-Year 75
5-Year 66

Load Adjusted Returns

1-Year 5.13%
3-Year 0.36%
5-Year 0.55%
10-Year 1.27%

Performance & Risk

YTD Return 1.56%
5y Average Return 0.36%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Lord Abbett
Net Assets 3.69B
YTD Return 2.53%
Yield 4.42%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund pursues its investment objective by investing in investment grade debt securities including securities issued or guaranteed by the U.S. government, its agencies or instrumentalities; Corporate debt securities; Mortgage-backed, mortgage-related, and other asset-backed securities; Inflation-linked investments; structured securities and other hybrid instruments and loans. It may invest up to 20% of its net assets in high-yield debt securities. It may invest up to 20% of its net assets in debt securities of non-U.S. issuers that are denominated in non-U.S. currencies.

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