ALFTX
Lord Abbett Alpha Strategy-R5
$24.14
-0.19 (-0.78%)
Currency in USD / Last Updated: 4/17/2024
Category | Small Cap Growth |
---|---|
Market Cap | 598.237M |
52 Week High | 25.88 |
52 Week Low | 20.002 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | ALFTX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 24.14 |
Price Yesterday | 24.33 |
Market Cap | 598.24 |
YTD Return | 0.21% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0122 |
Overview
52 Week High | 25.88 |
---|---|
52 Week Low | 20.00 |
Market Cap | 598.24M |
Shares Outstanding | 24.78M |
Income Dividend Yield | 0.32% |
Long Term Dividend Yield | 0.36% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.68% |
Returns Annualized
One Day | -86.16% |
---|---|
Five Days | -86.30% |
One Months | -33.06% |
Three Months | 16.83% |
Six Months | 27.62% |
Nine Months | 1.31% |
One Year | 7.28% |
Three Years | -4.02% |
Five Years | 6.37% |
Ten Years | -999 |
YTD | 0.71% |
Since Inception | 6.68% |
Returns Total
One Day | -0.78% |
---|---|
Five Days | -3.86% |
One Month | -3.44% |
Three Months | 3.96% |
Six Months | 12.85% |
Nine Months | 0.98% |
One Year | 7.27% |
Three Years | -11.56% |
Five Years | 36.04% |
Ten Years | -999 |
YTD | 0.21% |
Since Inception | 76.36% |
Yearly Returns
2024 | 0.21% |
---|---|
2023 | 14.15% |
2022 | -23.24% |
2021 | 15.24% |
2020 | 26.41% |
2019 | 25.12% |
2018 | -9.24% |
2017 | 20.94% |
2016 | 9.51% |
2015 | -8.32% |
Risk against SP-DA
Alpha | -18.62% |
---|---|
Beta | 1.17 |
Correlation | 88.55% |
Downside Deviation | 4.06% |
Coefficient of determination | 78.41% |
Standard Deviation | 4.50% |
Sharpe Ratio | -1 |
Sortino | -3.85 |
Treynor | 1.62 |
Ulcer Index | 6.18 |
Ulcer Performance Index | -2.53 |