Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) | -1.73% | 5.63% | 7.57% | 9.47% | 7.07% | NA | NA | 6.98% |
Data as of 08/04/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) | 07/01/2015 | 08/04/2025 |
| 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 (%) | -0.95 | 5.63 | 7.57 | 9.47 | 7.07 | NA | NA | 6.98 | -1.73 | 13.82 | 17.01 | -21.64 | 27.26 | 15.53 | 23.10 | -11.82 | 10.42 | 16.73 | -6.90 |
| Sharpe Ratio | NA | -0.20 | 0.18 | 0.37 | 0.27 | NA | NA | 0.27 | -0.34 | 0.65 | 0.84 | -0.90 | 1.50 | 0.40 | 1.64 | -0.82 | 1.03 | 1.11 | -0.78 |
| Standard Deviation(%) | NA | 20.72 | 18.79 | 19.69 | 20.36 | NA | NA | 20.30 | 22.95 | 15.59 | 16.09 | 25.81 | 18.14 | 38.29 | 13.19 | 16.08 | 9.50 | 14.82 | 16.95 |
| Draw Down(%) | NA | 25.35 | 25.35 | 29.16 | 39.07 | NA | NA | 39.07 | 22.61 | 8.09 | 12.54 | 27.98 | 7.99 | 39.07 | 8.14 | 23.23 | 5.71 | 10.80 | 10.89 |
| Yield(%) | 0.00 | 6.73 | 5.57 | 8.04 | 7.14 | 4.72 | 3.54 | 7.08 | 0.00 | 7.18 | 1.84 | 6.60 | 14.43 | 5.88 | 12.73 | 8.61 | 6.39 | 6.51 | 6.66 |
Data as of 08/04/2025, 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 |
|---|---|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) |
-4.03%
Mar 2017 - Mar 2020 |
3.77%
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 |
|---|---|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) |
21.87%
Dec 2018 - Dec 2021 |
13.75%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart