Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOAX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS A) | 9.61% | 17.03% | 11.18% | 0.02% | 5.25% | 6.79% | 7.27% | … | … |
Data as of 06/08/2026, Common starting date is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOAX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS A) | 12/29/2005 | 06/08/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 17.03 | 11.18 | 0.02 | 5.25 | 6.79 | 7.27 | … | … | 9.61 | 0.56 | 13.59 | 16.68 | -27.95 | 12.21 | 9.38 | 22.78 | -12.07 | 10.20 | 16.44 | -2.83 | 9.23 | 36.10 | 9.73 | -4.18 | 24.51 | 33.82 | -27.77 | 10.91 | 28.96 | -0.40 |
| Sharpe Ratio | NA | 1.08 | 0.52 | -0.12 | 0.18 | NA | NA | … | … | 1.35 | -0.12 | 0.64 | 0.82 | -1.11 | 0.55 | 0.24 | 1.63 | -0.84 | 1.01 | 1.09 | -0.19 | 0.71 | 2.75 | 0.64 | -0.15 | 1.14 | 1.18 | -0.80 | 0.53 | 2.07 | NA |
| Standard Deviation(%) | NA | 14.45 | 16.85 | 20.08 | 20.71 | NA | NA | … | … | 15.67 | 19.64 | 15.53 | 16.10 | 26.67 | 22.08 | 38.46 | 13.09 | 16.09 | 9.51 | 14.87 | 14.84 | 12.99 | 13.10 | 15.33 | 27.92 | 21.49 | 28.67 | 35.65 | 14.63 | 12.37 | 0.00 |
| Draw Down(%) | NA | 9.22 | 25.37 | 38.28 | 39.07 | NA | NA | … | … | 9.22 | 22.61 | 8.09 | 12.61 | 28.98 | 18.71 | 39.07 | 8.17 | 23.35 | 5.73 | 10.82 | 12.49 | 11.45 | 6.26 | 14.07 | 26.39 | 18.46 | 23.23 | 41.34 | 8.56 | 10.45 | 0.40 |
| Yield(%) | 0.00 | 6.21 | 5.42 | 2.45 | 4.77 | 6.34 | 7.13 | … | … | 0.00 | 5.88 | 7.40 | 1.67 | 0.51 | 0.00 | 0.26 | 12.97 | 8.70 | 6.40 | 6.51 | 7.17 | 14.13 | 11.21 | 0.00 | 0.35 | 0.58 | 0.00 | 0.13 | 4.17 | 3.83 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOAX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS A) |
-6.70%
Feb 2006 – Feb 2009 |
-1.15%
Sep 2018 – Sep 2023 |
3.27%
Oct 2013 – Oct 2023 |
5.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOAX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS A) |
25.46%
Feb 2009 – Feb 2012 |
23.29%
Feb 2009 – Feb 2014 |
13.96%
Feb 2009 – Feb 2019 |
10.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart