Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVOQX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R2) | -0.86% | 1.79% | 5.04% | 3.39% | 3.91% | 6.83% | NA | 5.93% |
Data as of 07/25/2025, AR inception is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOQX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R2) | 09/28/2007 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 1.79 | 5.04 | 3.39 | 3.91 | 6.83 | NA | 5.93 | -0.86 | 5.92 | 14.46 | -28.60 | 10.92 | 8.63 | 22.37 | -12.33 | 9.86 | 16.10 | -3.22 | 8.94 | 35.76 | 9.43 | -4.40 | 24.42 | 33.51 | -27.99 | -3.14 |
| Sharpe Ratio | NA | -0.07 | 0.09 | 0.07 | 0.11 | NA | NA | 0.22 | -0.20 | -0.04 | 0.63 | -1.12 | 0.48 | 0.22 | 1.61 | -0.85 | 0.98 | 1.07 | -0.22 | 0.69 | 2.72 | 0.62 | -0.16 | 1.13 | 1.17 | -0.81 | -0.85 |
| Standard Deviation(%) | NA | 20.84 | 19.31 | 20.95 | 20.96 | NA | NA | 21.77 | 23.30 | 17.08 | 16.23 | 26.79 | 22.56 | 38.52 | 13.05 | 16.12 | 9.47 | 14.88 | 14.83 | 13.02 | 13.12 | 15.35 | 27.82 | 21.46 | 28.60 | 35.61 | 16.57 |
| Draw Down(%) | NA | 25.48 | 25.48 | 39.34 | 39.34 | NA | NA | 46.59 | 22.69 | 14.07 | 12.72 | 29.60 | 19.36 | 39.11 | 8.16 | 23.40 | 5.77 | 10.84 | 12.60 | 11.52 | 6.30 | 14.10 | 26.40 | 18.32 | 23.28 | 41.35 | 8.17 |
| Yield(%) | 0.00 | 7.18 | 3.27 | 2.00 | 4.71 | 6.95 | 5.14 | 6.04 | 0.00 | 7.98 | 1.65 | 0.25 | 0.00 | 0.00 | 13.17 | 9.01 | 6.61 | 6.69 | 7.34 | 14.36 | 11.35 | 0.00 | 0.35 | 0.73 | 0.00 | 0.00 | 3.77 |
Data as of 07/25/2025, AR inception is 09/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOQX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R2) |
-6.93%
Apr 2021 - Apr 2024 |
-1.82%
Sep 2018 - Sep 2023 |
2.75%
Oct 2013 - Oct 2023 |
5.10%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOQX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R2) |
25.23%
Feb 2009 - Feb 2012 |
23.03%
Feb 2009 - Feb 2014 |
13.66%
Feb 2009 - Feb 2019 |
9.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart