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LVOYX: Lord Abbett Value Opportunities I (MUTUAL FUND)
Basic Info 16.66 0.33(1.94%) September 23
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/30/2005 |
| Last Dividend Date: | 11/23/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.96% |
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Performance Analytics (As of 09/23/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -6.4 | -26.7 | -22.4 | 4.7 | 4.5 | 8.4 | 7.0 | 8.8 | 13.0 | 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 | -1.37 | -0.96 | 0.15 | 0.16 | 0.42 | NA | 0.38 | 0.6 | 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 | 26.7 | 27.8 | 39.1 | 39.1 | 39.1 | NA | 46.1 | 18.3 | 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 | 26.0 | 24.0 | 27.6 | 23.3 | 19.0 | NA | 21.2 | 21.7 | 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 | -0.36 | -0.23 | 0.04 | 0.04 | 0.08 | NA | 0.09 | 0.12 | 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 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | -0.04 | -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 | 0.99 | 0.99 | 1.02 | 1.01 | 1.0 | NA | 0.92 | 1.09 | 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 | 0.95 | 0.92 | 0.94 | 0.94 | 0.94 | NA | 0.93 | 0.59 | 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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See MID-CAP BLEND Asset Class Trend Rankings |
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