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LVOYX: Lord Abbett Value Opportunities I (MUTUAL FUND)
Basic Info 25.16 0.07(0.28%) October 22
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/30/2005 |
| Last Dividend Date: | 11/24/2020 |
| 12-Mo. Yield | 4.34% |
| Expenses | 0.96% |
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Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.8 | 25.0 | 42.5 | 16.9 | 13.2 | 13.2 | 10.3 | 11.3 | 15.5 | 23.1 | -11.6 | 10.4 | 16.7 | -2.6 | 9.4 | 36.5 | 10.1 | -3.8 | 24.9 | 34.3 | -27.5 | 11.3 | 29.4 | -0.4 |
| SR | NA | 1.65 | 2.2 | 0.58 | 0.57 | 0.67 | NA | 0.5 | 0.4 | 1.65 | -0.81 | 1.03 | 1.11 | -0.18 | 0.73 | 2.77 | 0.66 | -0.14 | 1.16 | 1.19 | -0.79 | 0.57 | 2.12 | NA |
| DD(%) | NA | 7.1 | 7.1 | 39.1 | 39.1 | 39.1 | NA | 46.1 | 39.1 | 8.1 | 23.1 | 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 |
| SD(%) | NA | 17.9 | 18.0 | 25.7 | 21.2 | 18.6 | NA | 21.0 | 38.0 | 13.2 | 16.0 | 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 |
| TR | NA | 0.26 | 0.35 | 0.15 | 0.12 | 0.12 | NA | 0.11 | 0.15 | 0.22 | -0.14 | 0.09 | 0.17 | -0.03 | 0.09 | 0.36 | 0.1 | -0.04 | 0.25 | 0.39 | -0.37 | 0.1 | 0.28 | 0.0 |
| Alpha(%) | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | NA | 0.01 | -0.01 | -0.02 | -0.01 | -0.04 | 0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | 0.05 | NA |
| Beta(%) | NA | 1.14 | 1.12 | 1.02 | 1.02 | 1.01 | NA | 0.92 | 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 |
| RS | NA | 0.85 | 0.85 | 0.94 | 0.94 | 0.94 | NA | 0.94 | 0.96 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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