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LVORX: LORD ABBETT VALUE OPPORTUNITIES FUND CLASS R3 (MUTUAL FUND)
Basic Info 18.38 0.34(1.82%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 09/28/2007 |
| Last Dividend Date: | 12/02/2025 |
| 12-Mo. Yield | 6.42% |
| Expenses | 1.01% |
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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 | Since 09/28/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 9.4 | 18.0 | 11.7 | -0.3 | 5.0 | 6.4 | 6.1 | -3.8 | 13.3 | 16.5 | -28.4 | 11.3 | 8.8 | 22.5 | -12.3 | 9.9 | 16.2 | -3.1 | 9.1 | 35.9 | 9.5 | -4.3 | 24.4 | 33.5 | -27.8 | -3.1 |
| Sharpe Ratio | NA | 1.33 | 1.06 | 0.5 | -0.14 | 0.16 | NA | 0.24 | -0.32 | 0.62 | 0.8 | -1.12 | 0.5 | 0.22 | 1.61 | -0.85 | 0.98 | 1.08 | -0.21 | 0.69 | 2.73 | 0.63 | -0.16 | 1.13 | 1.17 | -0.81 | -0.86 |
| Draw Down(%) | NA | 9.3 | 9.3 | 25.4 | 39.0 | 39.1 | NA | 46.5 | 22.7 | 8.1 | 12.6 | 29.4 | 19.2 | 39.1 | 8.2 | 23.4 | 5.8 | 10.8 | 12.6 | 11.5 | 6.2 | 14.1 | 26.4 | 18.4 | 23.2 | 41.3 | 8.2 |
| Standard Deviation(%) | NA | 15.7 | 14.5 | 16.9 | 20.2 | 20.8 | NA | 21.5 | 21.0 | 15.6 | 16.1 | 26.8 | 22.4 | 38.5 | 13.1 | 16.1 | 9.5 | 14.8 | 14.8 | 13.0 | 13.1 | 15.3 | 27.9 | 21.5 | 28.6 | 35.7 | 16.6 |
| Treynor Ratio | NA | 0.21 | 0.15 | 0.08 | -0.03 | 0.03 | NA | 0.05 | -0.06 | 0.08 | 0.13 | -0.31 | 0.1 | 0.08 | 0.22 | -0.14 | 0.08 | 0.17 | -0.03 | 0.09 | 0.35 | 0.1 | -0.04 | 0.25 | 0.39 | -0.37 | -0.18 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | -0.03 | -0.02 | NA | -0.01 | -0.07 | -0.01 | 0.0 | -0.05 | -0.05 | -0.03 | -0.02 | -0.01 | -0.04 | 0.02 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.03 | -0.01 |
| Beta | NA | 0.97 | 1.04 | 1.07 | 1.02 | 1.02 | NA | 0.94 | 1.09 | 1.15 | 1.01 | 0.96 | 1.13 | 1.02 | 0.96 | 0.96 | 1.12 | 0.94 | 0.94 | 1.01 | 1.02 | 1.01 | 1.02 | 0.98 | 0.87 | 0.77 | 0.81 |
| RSquared | NA | 0.76 | 0.8 | 0.88 | 0.81 | 0.87 | NA | 0.9 | 0.85 | 0.85 | 0.91 | 0.86 | 0.59 | 0.94 | 0.88 | 0.95 | 0.85 | 0.94 | 0.94 | 0.93 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.93 | 0.94 |
| Yield(%) | N/A | 0.0 | 6.4 | 5.7 | 2.5 | 4.8 | 6.3 | N/A | 6.0 | 7.8 | 1.6 | 0.3 | 0.0 | 0.0 | 13.0 | 8.9 | 6.6 | 6.6 | 7.3 | 14.3 | 11.3 | 0.0 | 0.4 | 0.6 | 0.0 | 0.1 | 3.8 |
| Dividend Growth(%) | N/A | -100.0 | -18.1 | 3776.1 | -56.7 | N/A | N/A | N/A | -18.1 | 450.0 | 252.2 | N/A | N/A | -100.0 | 15.0 | 40.8 | 10.2 | -19.2 | -51.2 | 50.8 | N/A | -100.0 | -25.3 | N/A | -100.0 | -96.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2007
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