Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOCX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS C) | 8.78% | 15.63% | 10.30% | 3.59% | 7.33% | 7.88% | 8.02% | … | … |
Data as of 06/10/2026, Common starting date is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOCX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS C) | 12/29/2005 | 06/10/2026 |
| 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 (%) | -1.54 | 15.63 | 10.30 | 3.59 | 7.33 | 7.88 | 8.02 | … | … | 8.78 | -0.17 | 12.70 | 15.85 | -22.40 | 26.26 | 14.50 | 21.86 | -12.76 | 9.37 | 15.61 | -3.54 | 8.51 | 35.16 | 9.07 | -4.83 | 23.87 | 32.91 | -28.21 | 10.18 | 28.27 | -0.50 |
| Sharpe Ratio | NA | 1.02 | 0.47 | 0.06 | 0.28 | NA | NA | … | … | 1.30 | -0.15 | 0.58 | 0.76 | -0.92 | 1.44 | 0.37 | 1.56 | -0.88 | 0.92 | 1.04 | -0.24 | 0.65 | 2.69 | 0.59 | -0.17 | 1.11 | 1.15 | -0.82 | 0.48 | 2.01 | NA |
| Standard Deviation(%) | NA | 14.51 | 16.92 | 19.11 | 20.21 | NA | NA | … | … | 15.56 | 19.78 | 15.64 | 16.13 | 25.86 | 18.16 | 38.30 | 13.03 | 16.10 | 9.48 | 14.85 | 14.86 | 13.02 | 13.08 | 15.32 | 27.93 | 21.42 | 28.64 | 35.65 | 14.63 | 12.42 | 0.00 |
| Draw Down(%) | NA | 9.27 | 25.64 | 29.60 | 39.11 | NA | NA | … | … | 9.27 | 22.77 | 8.18 | 12.79 | 28.48 | 7.88 | 39.11 | 8.18 | 23.50 | 5.83 | 10.91 | 12.69 | 11.61 | 6.30 | 14.19 | 26.51 | 18.45 | 23.31 | 41.51 | 8.58 | 10.47 | 0.50 |
| Yield(%) | 0.00 | 7.74 | 6.64 | 7.22 | 8.16 | 8.71 | 9.51 | … | … | 0.00 | 7.30 | 9.32 | 1.92 | 7.65 | 17.93 | 6.59 | 14.32 | 9.69 | 7.05 | 7.08 | 7.70 | 14.92 | 11.70 | 0.00 | 0.36 | 0.72 | 0.00 | 0.00 | 4.13 | 3.82 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| LVOCX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS C) |
-7.30%
Feb 2006 – Feb 2009 |
-1.44%
Mar 2015 – Mar 2020 |
5.21%
Oct 2013 – Oct 2023 |
5.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOCX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS C) |
24.68%
Feb 2009 – Feb 2012 |
22.51%
Feb 2009 – Feb 2014 |
13.18%
Feb 2009 – Feb 2019 |
11.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart