Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVORX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R3) | -1.63% | 5.74% | 6.41% | 4.24% | 3.71% | 7.57% | NA | 6.01% |
Data as of 07/03/2025, AR inception is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVORX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R3) | 09/28/2007 | 07/03/2025 |
| 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 (%) | 2.82 | 5.74 | 6.41 | 4.24 | 3.71 | 7.57 | NA | 6.01 | -1.63 | 6.14 | 14.71 | -28.42 | 11.29 | 8.80 | 22.53 | -12.26 | 9.93 | 16.22 | -3.09 | 9.05 | 35.86 | 9.55 | -4.33 | 24.42 | 33.54 | -27.85 | -3.13 |
| Sharpe Ratio | NA | 0.12 | 0.16 | 0.11 | 0.11 | NA | NA | 0.22 | -0.26 | -0.03 | 0.65 | -1.12 | 0.50 | 0.22 | 1.62 | -0.85 | 0.98 | 1.08 | -0.21 | 0.69 | 2.73 | 0.63 | -0.16 | 1.13 | 1.17 | -0.80 | -0.85 |
| Standard Deviation(%) | NA | 21.19 | 19.40 | 20.95 | 20.93 | NA | NA | 21.80 | 24.26 | 17.01 | 16.19 | 26.75 | 22.42 | 38.52 | 13.06 | 16.08 | 9.49 | 14.80 | 14.82 | 13.02 | 13.12 | 15.29 | 27.95 | 21.49 | 28.65 | 35.67 | 16.58 |
| Draw Down(%) | NA | 25.43 | 25.43 | 39.03 | 39.10 | NA | NA | 46.49 | 22.67 | 13.90 | 12.64 | 29.40 | 19.20 | 39.10 | 8.18 | 23.36 | 5.77 | 10.82 | 12.57 | 11.47 | 6.23 | 14.08 | 26.37 | 18.45 | 23.23 | 41.35 | 8.16 |
| Yield(%) | 0.00 | 7.35 | 3.38 | 2.07 | 4.58 | 7.63 | 5.15 | 6.06 | 0.00 | 7.81 | 1.62 | 0.33 | 0.00 | 0.00 | 13.05 | 8.91 | 6.56 | 6.65 | 7.30 | 14.31 | 11.32 | 0.00 | 0.35 | 0.58 | 0.00 | 0.14 | 3.85 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| LVORX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R3) |
-6.71%
Apr 2021 - Apr 2024 |
-1.63%
Sep 2018 - Sep 2023 |
2.90%
Oct 2013 - Oct 2023 |
5.23%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVORX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R3) |
25.30%
Feb 2009 - Feb 2012 |
23.11%
Feb 2009 - Feb 2014 |
13.75%
Feb 2009 - Feb 2019 |
10.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart