Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOSX (L Abbett Value Opport Fund Class R4) | 9.51% | 18.24% | 12.01% | 4.36% | 8.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOSX (L Abbett Value Opport Fund Class R4) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 18.24 | 12.01 | 4.36 | 8.08 | NA | NA | … | … | 9.51 | -3.45 | 13.56 | 16.72 | -21.81 | 27.21 | 15.28 | 22.72 | -11.99 | 10.14 | 16.43 | -7.06 |
| Sharpe Ratio | NA | 1.16 | 0.56 | 0.11 | 0.33 | NA | NA | … | … | 1.55 | -0.31 | 0.64 | 0.82 | -0.90 | 1.50 | 0.39 | 1.61 | -0.83 | 1.00 | 1.09 | -0.80 |
| Standard Deviation(%) | NA | 14.36 | 16.90 | 19.04 | 20.18 | NA | NA | … | … | 15.56 | 20.95 | 15.53 | 16.07 | 25.81 | 18.16 | 38.28 | 13.19 | 16.08 | 9.55 | 14.89 | 16.96 |
| Draw Down(%) | NA | 9.29 | 25.37 | 29.09 | 39.10 | NA | NA | … | … | 9.29 | 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 | 6.30 | 5.56 | 6.23 | 7.59 | 5.11 | 3.83 | … | … | 0.00 | 5.89 | 7.41 | 1.68 | 6.77 | 15.19 | 5.91 | 12.97 | 8.71 | 6.49 | 6.61 | 6.85 |
Data as of 06/05/2026, Common starting date 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 |
7.23%
Oct 2015 – Oct 2025 |
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 |
9.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart