Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOFX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS F) | 9.56% | 18.41% | 12.16% | 0.39% | 5.54% | 7.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOFX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS F) | 10/03/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 18.41 | 12.16 | 0.39 | 5.54 | 7.01 | NA | … | … | 9.56 | 0.70 | 13.80 | 16.83 | -27.64 | 12.74 | 9.68 | 22.93 | -11.86 | 10.33 | 16.65 | -2.70 | 9.49 | 36.42 | 9.95 | -3.92 | 25.03 | 34.17 | -27.59 | -4.10 |
| Sharpe Ratio | NA | 1.17 | 0.57 | -0.10 | 0.20 | NA | NA | … | … | 1.57 | -0.11 | 0.65 | 0.82 | -1.10 | 0.58 | 0.24 | 1.63 | -0.82 | 1.02 | 1.10 | -0.18 | 0.73 | 2.77 | 0.65 | -0.14 | 1.16 | 1.19 | -0.80 | -1.09 |
| Standard Deviation(%) | NA | 14.33 | 16.92 | 20.03 | 20.71 | NA | NA | … | … | 15.51 | 19.70 | 15.58 | 16.11 | 26.62 | 21.90 | 38.52 | 13.19 | 16.11 | 9.56 | 14.90 | 14.88 | 12.99 | 13.14 | 15.39 | 27.93 | 21.42 | 28.65 | 35.74 | 16.77 |
| Draw Down(%) | NA | 9.21 | 25.34 | 37.80 | 39.07 | NA | NA | … | … | 9.21 | 22.58 | 8.07 | 12.53 | 28.68 | 18.42 | 39.07 | 8.15 | 23.28 | 5.72 | 10.82 | 12.51 | 11.37 | 6.22 | 14.01 | 26.33 | 18.29 | 23.23 | 41.25 | 8.12 |
| Yield(%) | 0.00 | 6.20 | 5.50 | 2.50 | 4.84 | 6.41 | 5.64 | … | … | 0.00 | 5.81 | 7.27 | 1.74 | 0.58 | 0.15 | 0.39 | 12.85 | 8.68 | 6.34 | 6.53 | 7.08 | 14.00 | 11.14 | 0.00 | 0.35 | 0.73 | 0.00 | 0.41 | 3.85 |
Data as of 06/05/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOFX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS F) |
-5.86%
Apr 2021 – Apr 2024 |
-0.84%
Sep 2018 – Sep 2023 |
3.51%
Oct 2013 – Oct 2023 |
5.79%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOFX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS F) |
25.84%
Feb 2009 – Feb 2012 |
23.63%
Feb 2009 – Feb 2014 |
14.21%
Feb 2009 – Feb 2019 |
10.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart