Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) | -1.39% | 0.34% | 4.75% | 3.81% | 3.75% | 7.77% | NA | 7.79% |
Data as of 07/03/2025, AR inception is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) | 12/29/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.84 | 0.34 | 4.75 | 3.81 | 3.75 | 7.77 | NA | 7.79 | -1.39 | 7.48 | 15.46 | -27.43 | 13.20 | 9.90 | 23.05 | -11.83 | 10.46 | 16.79 | -2.61 | 9.56 | 36.53 | 10.13 | -3.83 | 24.92 | 34.27 | -27.49 | 11.29 | 29.41 | -0.40 |
| Sharpe Ratio | NA | -0.13 | 0.07 | 0.09 | 0.11 | NA | NA | 0.31 | -0.24 | 0.05 | 0.70 | -1.09 | 0.61 | 0.25 | 1.65 | -0.82 | 1.04 | 1.11 | -0.18 | 0.73 | 2.77 | 0.66 | -0.14 | 1.16 | 1.19 | -0.79 | 0.57 | 2.12 | NA |
| Standard Deviation(%) | NA | 22.04 | 19.67 | 20.94 | 20.92 | NA | NA | 21.17 | 24.23 | 16.72 | 16.20 | 26.59 | 21.70 | 38.44 | 13.15 | 16.05 | 9.54 | 14.87 | 14.83 | 13.00 | 13.16 | 15.38 | 27.94 | 21.47 | 28.71 | 35.73 | 14.60 | 12.37 | 0.00 |
| Draw Down(%) | NA | 29.46 | 29.46 | 37.41 | 39.02 | NA | NA | 46.15 | 22.58 | 13.20 | 12.55 | 28.46 | 18.14 | 39.02 | 8.14 | 23.27 | 5.71 | 10.75 | 12.41 | 11.36 | 6.25 | 14.01 | 26.29 | 18.40 | 23.19 | 41.23 | 8.53 | 10.35 | 0.40 |
| Yield(%) | 0.00 | 0.22 | 0.50 | 0.49 | 3.92 | 7.02 | 7.09 | 7.46 | 0.00 | 0.24 | 0.39 | 0.69 | 0.27 | 0.49 | 12.75 | 8.62 | 6.43 | 6.51 | 6.98 | 13.83 | 11.02 | 0.00 | 0.35 | 0.57 | 0.00 | 0.43 | 4.48 | 3.97 | 0.00 |
Data as of 07/03/2025, AR inception is 12/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) |
-6.38%
Feb 2006 - Feb 2009 |
-0.64%
Sep 2018 - Sep 2023 |
2.97%
Apr 2015 - Apr 2025 |
5.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) |
25.91%
Feb 2009 - Feb 2012 |
23.71%
Feb 2009 - Feb 2014 |
14.31%
Feb 2009 - Feb 2019 |
10.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart