Nasdaq - Delayed Quote USD

Lord Abbett Alpha Strategy I (ALFYX)

25.73
+0.02
+(0.08%)
At close: 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.99%
5y Average Return 9.89%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 42.68%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 42.68%
Worst 3Y Total Return -0.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALFYX
Category
YTD
-8.54%
12.40%
1-Month
0.36%
3.37%
3-Month
-10.20%
4.88%
1-Year
2.55%
55.69%
3-Year
3.98%
19.34%
5-Year
10.22%
20.72%
10-Year
6.54%
13.98%
Last Bull Market
19.81%
27.85%
Last Bear Market
-17.33%
-24.06%

Annual Total Return (%) History

Year
ALFYX
Category
2025
--
--
2024
13.52%
--
2023
14.15%
--
2022
-23.24%
--
2021
15.25%
--
2020
26.40%
38.62%
2019
25.13%
27.68%
2018
-9.23%
-5.76%

2017
20.86%
21.50%
2016
9.52%
11.20%
2015
-0.82%
-2.41%
2014
3.14%
2.44%
2013
42.68%
40.91%
2012
12.86%
13.15%
2011
-6.08%
-3.55%
2010
27.32%
26.98%
2009
40.16%
35.46%
2008
-40.57%
-41.55%
2007
14.49%
7.59%
2006
22.14%
10.81%
2005
17.58%
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.87% -- -- --
2024 7.43% -1.39% 8.04% -0.81%
2023 6.03% 3.55% -6.48% 11.17%
2022 -10.94% -17.33% -3.99% 8.59%
2021 10.10% 3.78% -2.42% 3.36%
2020 -28.58% 29.56% 7.42% 27.17%
2019 15.52% 3.69% -4.03% 8.85%
2018 0.88% 6.52% 5.68% -20.07%
2017 4.73% 4.02% 5.80% 4.86%
2016 -2.65% 2.25% 7.88% 1.99%

2015 5.71% 1.93% -9.98% 2.25%
2014 2.68% 1.26% -6.70% 6.32%
2013 12.78% 4.56% 11.32% 8.69%
2012 13.15% -7.00% 5.89% 1.27%
2011 6.84% 0.15% -22.29% 12.95%
2010 7.76% -9.59% 13.46% 15.18%
2009 -7.98% 25.22% 17.09% 3.88%
2008 -12.96% 1.23% -10.06% -25.01%
2007 4.25% 8.79% 2.50% -1.52%
2006 14.42% -3.19% -0.66% 11.00%
2005 -1.37% 3.02% 11.27% 4.00%

Rank in Category (By Total Return)

YTD 21
1-Month 21
3-Month 7
1-Year 33
3-Year 48
5-Year 30

Load Adjusted Returns

1-Year 2.55%
3-Year 3.98%
5-Year 10.22%
10-Year 6.54%

Performance & Risk

YTD Return -4.99%
5y Average Return 9.89%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Lord Abbett
Net Assets 542.63M
YTD Return -8.54%
Yield 0.38%
Morningstar Rating
Inception Date Oct 19, 2004

Fund Summary

The fund is a "fund of funds" that invests in affiliated mutual funds (the "underlying funds") managed by Lord Abbett. Under normal conditions, through the underlying funds, it indirectly invests in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.

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