Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOOX (Lord Abbett Value Opportunities Cl F3) | 9.74% | 17.44% | 11.55% | 4.61% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOOX (Lord Abbett Value Opportunities Cl F3) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 17.44 | 11.55 | 4.61 | NA | NA | NA | … | … | 9.74 | 0.90 | 13.99 | 17.09 | -21.53 | 27.63 | 15.68 | 23.20 | -12.18 | 11.52 |
| Sharpe Ratio | NA | 1.11 | 0.54 | 0.12 | NA | NA | NA | … | … | 1.37 | -0.10 | 0.67 | 0.84 | -0.89 | 1.52 | 0.40 | 1.65 | -0.86 | 1.63 |
| Standard Deviation(%) | NA | 14.47 | 16.87 | 19.07 | NA | NA | NA | … | … | 15.69 | 19.70 | 15.55 | 16.09 | 25.85 | 18.15 | 38.18 | 13.20 | 15.82 | 9.31 |
| Draw Down(%) | NA | 9.21 | 25.30 | 28.90 | NA | NA | NA | … | … | 9.21 | 22.59 | 8.04 | 12.51 | 27.87 | 7.78 | 39.11 | 8.15 | 23.18 | 5.41 |
| Yield(%) | 0.00 | 5.98 | 5.29 | 6.03 | 6.76 | 4.51 | 3.38 | … | … | 0.00 | 5.67 | 7.10 | 1.83 | 6.56 | 14.61 | 5.87 | 12.69 | 8.70 | 6.48 |
Data as of 06/08/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOOX (Lord Abbett Value Opportunities Cl F3) |
0.87%
Apr 2021 – Apr 2024 |
3.93%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOOX (Lord Abbett Value Opportunities Cl F3) |
22.07%
Dec 2018 – Dec 2021 |
13.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart