Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVOPX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS P) | -3.03% | -1.38% | 3.35% | 3.07% | 3.67% | 6.89% | NA | 7.53% |
Data as of 08/01/2025, AR inception is 12/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOPX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS P) | 12/30/2005 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | -1.38 | 3.35 | 3.07 | 3.67 | 6.89 | NA | 7.53 | -3.03 | 6.32 | 14.78 | -28.30 | 11.55 | 9.01 | 22.57 | -12.28 | 9.99 | 16.24 | -3.02 | 9.10 | 35.91 | 9.71 | -4.32 | 24.54 | 33.65 | -27.84 | 10.79 | 28.85 | 0.00 |
| Sharpe Ratio | NA | -0.06 | 0.10 | 0.09 | 0.13 | NA | NA | 0.30 | -0.19 | -0.02 | 0.65 | -1.11 | 0.52 | 0.23 | 1.60 | -0.85 | 0.98 | 1.08 | -0.21 | 0.70 | 2.74 | 0.63 | -0.16 | 1.14 | 1.17 | -0.80 | 0.54 | 2.07 | NA |
| Standard Deviation(%) | NA | 20.82 | 19.27 | 20.87 | 20.94 | NA | NA | 21.15 | 23.28 | 16.98 | 16.22 | 26.74 | 22.30 | 38.51 | 13.19 | 16.08 | 9.58 | 14.88 | 14.85 | 13.00 | 13.12 | 15.34 | 27.99 | 21.44 | 28.67 | 35.73 | 14.54 | 12.39 | 0.00 |
| Draw Down(%) | NA | 25.46 | 25.46 | 38.82 | 39.06 | NA | NA | 46.53 | 22.68 | 13.77 | 12.64 | 29.31 | 19.05 | 39.06 | 8.19 | 23.38 | 5.76 | 10.84 | 12.57 | 11.48 | 6.30 | 14.08 | 26.38 | 18.35 | 23.26 | 41.39 | 8.51 | 10.38 | 0.00 |
| Yield(%) | 0.00 | 6.82 | 3.09 | 1.96 | 4.57 | 6.95 | 7.56 | 7.96 | 0.00 | 7.66 | 1.59 | 0.36 | 0.00 | 0.03 | 13.01 | 8.82 | 6.49 | 6.59 | 7.24 | 14.22 | 11.27 | 0.00 | 0.35 | 0.70 | 0.00 | 0.00 | 4.21 | 3.82 | 0.00 |
Data as of 08/01/2025, AR inception is 12/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOPX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS P) |
-6.79%
Feb 2006 - Feb 2009 |
-1.50%
Sep 2018 - Sep 2023 |
2.98%
Oct 2013 - Oct 2023 |
5.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOPX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS P) |
25.37%
Feb 2009 - Feb 2012 |
23.18%
Feb 2009 - Feb 2014 |
13.81%
Feb 2009 - Feb 2019 |
10.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart