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LVOYX: LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 18.62 0.33(1.80%) May 02
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/29/2005 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 0.22% |
| Expenses | 1.01% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/29/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | -7.8 | -4.1 | -1.2 | 3.5 | 3.0 | 6.1 | 7.3 | 7.5 | 15.5 | -27.4 | 13.2 | 9.9 | 23.0 | -11.8 | 10.5 | 16.8 | -2.6 | 9.6 | 36.5 | 10.1 | -3.8 | 24.9 | 34.3 | -27.5 | 11.3 | 29.4 | -0.4 |
| Sharpe Ratio | NA | -1.16 | -0.64 | -0.33 | 0.09 | 0.05 | NA | 0.28 | 0.05 | 0.7 | -1.09 | 0.61 | 0.25 | 1.65 | -0.82 | 1.04 | 1.11 | -0.18 | 0.73 | 2.77 | 0.66 | -0.14 | 1.16 | 1.19 | -0.79 | 0.57 | 2.12 | NA |
| Draw Down(%) | NA | 22.6 | 29.5 | 29.5 | 37.4 | 39.0 | NA | 46.1 | 13.2 | 12.6 | 28.5 | 18.1 | 39.0 | 8.1 | 23.3 | 5.7 | 10.8 | 12.4 | 11.4 | 6.3 | 14.0 | 26.3 | 18.4 | 23.2 | 41.2 | 8.5 | 10.4 | 0.4 |
| Standard Deviation(%) | NA | 28.5 | 21.8 | 21.0 | 21.8 | 20.9 | NA | 21.2 | 16.7 | 16.2 | 26.6 | 21.7 | 38.4 | 13.2 | 16.1 | 9.5 | 14.9 | 14.8 | 13.0 | 13.2 | 15.4 | 27.9 | 21.5 | 28.7 | 35.7 | 14.6 | 12.4 | 0.0 |
| Treynor Ratio | NA | -0.32 | -0.13 | -0.07 | 0.02 | 0.01 | NA | 0.06 | 0.01 | 0.11 | -0.3 | 0.12 | 0.09 | 0.22 | -0.14 | 0.09 | 0.18 | -0.03 | 0.1 | 0.36 | 0.1 | -0.04 | 0.25 | 0.39 | -0.37 | 0.1 | 0.28 | 0.0 |
| Alpha | NA | -0.09 | -0.05 | -0.03 | -0.03 | -0.02 | NA | 0.0 | -0.03 | 0.0 | -0.05 | -0.04 | -0.03 | -0.02 | -0.01 | -0.04 | 0.02 | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | 0.05 | NA |
| Beta | NA | 1.05 | 1.09 | 1.01 | 1.03 | 1.01 | NA | 0.93 | 1.14 | 1.01 | 0.97 | 1.13 | 1.02 | 0.99 | 0.96 | 1.13 | 0.94 | 0.94 | 1.0 | 1.03 | 1.01 | 1.02 | 0.98 | 0.87 | 0.77 | 0.84 | 0.93 | NA |
| RSquared | NA | 0.95 | 0.84 | 0.86 | 0.82 | 0.88 | NA | 0.91 | 0.75 | 0.91 | 0.88 | 0.62 | 0.95 | 0.92 | 0.95 | 0.86 | 0.94 | 0.94 | 0.93 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.93 | 0.92 | 0.88 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.5 | 0.5 | 3.9 | 5.8 | N/A | 0.2 | 0.4 | 0.7 | 0.3 | 0.5 | 12.7 | 8.6 | 6.4 | 6.5 | 7.0 | 13.8 | 11.0 | 0.0 | 0.3 | 0.6 | 0.0 | 0.4 | 4.5 | 4.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -31.2 | -88.4 | -94.8 | N/A | N/A | N/A | -31.2 | -59.0 | 188.9 | -40.7 | -95.7 | 17.1 | 39.8 | 11.1 | -16.6 | -51.2 | 50.8 | N/A | -100.0 | -25.3 | N/A | -100.0 | -89.8 | 39.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2005
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