Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVOSX (L Abbett Value Opport Fund Class R4) | -1.91% | 0.83% | 9.99% | 9.87% | 6.75% | NA | NA | 6.74% |
Data as of 07/18/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOSX (L Abbett Value Opport Fund Class R4) | 07/01/2015 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 0.83 | 9.99 | 9.87 | 6.75 | NA | NA | 6.74 | -1.91 | 13.56 | 16.72 | -21.81 | 27.21 | 15.28 | 22.72 | -11.99 | 10.14 | 16.43 | -7.06 |
| Sharpe Ratio | NA | -0.11 | 0.35 | 0.39 | 0.26 | NA | NA | 0.26 | -0.28 | 0.64 | 0.82 | -0.90 | 1.50 | 0.39 | 1.61 | -0.83 | 1.00 | 1.09 | -0.80 |
| Standard Deviation(%) | NA | 20.86 | 18.90 | 19.70 | 20.36 | NA | NA | 20.33 | 23.51 | 15.53 | 16.07 | 25.81 | 18.16 | 38.28 | 13.19 | 16.08 | 9.55 | 14.89 | 16.96 |
| Draw Down(%) | NA | 25.37 | 25.37 | 29.09 | 39.10 | NA | NA | 39.10 | 22.61 | 8.11 | 12.58 | 28.04 | 7.80 | 39.10 | 8.18 | 23.30 | 5.78 | 10.76 | 10.97 |
| Yield(%) | 0.00 | 6.65 | 6.11 | 8.47 | 7.14 | 4.75 | 3.56 | 7.13 | 0.00 | 7.41 | 1.68 | 6.77 | 15.19 | 5.91 | 12.97 | 8.71 | 6.49 | 6.61 | 6.85 |
Data as of 07/18/2025, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOSX (L Abbett Value Opport Fund Class R4) |
-4.26%
Mar 2017 - Mar 2020 |
3.56%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOSX (L Abbett Value Opport Fund Class R4) |
21.64%
Dec 2018 - Dec 2021 |
13.53%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart