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LAVQX: LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS R2 (MUTUAL FUND)
Basic Info 16.42 0.18(1.08%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 10/03/2007 |
| Last Dividend Date: | 12/02/2025 |
| 12-Mo. Yield | 8.23% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 3.7 | 19.3 | 17.7 | 6.6 | 8.8 | 8.6 | 7.3 | 16.7 | 20.1 | 12.8 | -13.5 | 14.9 | 2.3 | 22.3 | -8.9 | 12.6 | 15.4 | -3.5 | 6.8 | 36.4 | 10.5 | -4.2 | 19.4 | 25.7 | -28.9 | -3.0 |
| Sharpe Ratio | NA | 0.53 | 1.57 | 1.1 | 0.25 | 0.39 | NA | 0.31 | 0.87 | 1.47 | 0.69 | -0.68 | 0.85 | 0.06 | 1.71 | -0.65 | 1.59 | 1.08 | -0.23 | 0.54 | 2.92 | 0.73 | -0.16 | 0.95 | 0.87 | -0.8 | -0.86 |
| Draw Down(%) | NA | 7.6 | 7.6 | 16.3 | 26.8 | 38.6 | NA | 47.3 | 16.3 | 6.3 | 10.3 | 20.2 | 15.2 | 38.6 | 7.9 | 19.7 | 5.0 | 11.3 | 13.0 | 8.6 | 5.7 | 13.4 | 24.7 | 17.2 | 24.2 | 42.9 | 7.8 |
| Standard Deviation(%) | NA | 12.1 | 10.6 | 13.1 | 16.2 | 18.3 | NA | 20.2 | 15.9 | 11.1 | 13.4 | 21.9 | 17.6 | 37.5 | 12.2 | 15.9 | 7.6 | 14.0 | 15.1 | 12.6 | 12.4 | 14.5 | 26.3 | 20.4 | 29.3 | 37.3 | 16.5 |
| Treynor Ratio | NA | 0.09 | 0.24 | 0.19 | 0.05 | 0.08 | NA | 0.07 | 0.18 | 0.23 | 0.1 | -0.18 | 0.16 | 0.02 | 0.22 | -0.11 | 0.12 | 0.15 | -0.04 | 0.06 | 0.34 | 0.1 | -0.04 | 0.17 | 0.24 | -0.33 | -0.17 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.02 | -0.02 | NA | -0.01 | 0.01 | 0.01 | -0.04 | 0.01 | -0.03 | -0.07 | -0.02 | -0.02 | -0.03 | 0.01 | -0.02 | -0.03 | 0.0 | -0.02 | -0.02 | 0.01 | -0.01 | 0.03 | 0.0 |
| Beta | NA | 0.71 | 0.7 | 0.76 | 0.81 | 0.92 | NA | 0.96 | 0.78 | 0.71 | 0.9 | 0.83 | 0.91 | 1.04 | 0.93 | 0.9 | 1.01 | 1.02 | 0.96 | 1.06 | 1.08 | 1.1 | 1.1 | 1.11 | 1.05 | 0.9 | 0.83 |
| RSquared | NA | 0.68 | 0.65 | 0.77 | 0.75 | 0.84 | NA | 0.91 | 0.85 | 0.66 | 0.8 | 0.88 | 0.49 | 0.92 | 0.91 | 0.95 | 0.81 | 0.93 | 0.96 | 0.93 | 0.93 | 0.95 | 0.98 | 0.98 | 0.96 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 7.8 | 0.6 | 0.7 | 0.7 | 1.5 | 11.6 | 7.9 | 12.2 | 5.4 | 9.5 | 18.8 | 19.0 | 1.7 | 2.1 | 0.8 | 0.0 | 0.7 | 7.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | 1407.5 | -33.7 | 16.1 | -50.6 | -85.7 | 22.5 | -35.4 | 153.3 | -50.9 | -55.4 | 11.0 | 1120.8 | -23.9 | 198.9 | N/A | -100.0 | -91.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2007
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