Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) | 9.62% | 18.58% | 12.27% | 4.57% | 8.32% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) | 07/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 18.58 | 12.27 | 4.57 | 8.32 | NA | NA | … | … | 9.62 | -3.02 | 13.82 | 17.01 | -21.64 | 27.26 | 15.53 | 23.10 | -11.82 | 10.42 | 16.73 | -6.90 |
| Sharpe Ratio | NA | 1.18 | 0.57 | 0.12 | 0.34 | NA | NA | … | … | 1.57 | -0.29 | 0.65 | 0.84 | -0.90 | 1.50 | 0.40 | 1.64 | -0.82 | 1.03 | 1.11 | -0.78 |
| Standard Deviation(%) | NA | 14.32 | 16.93 | 19.05 | 20.18 | NA | NA | … | … | 15.55 | 20.91 | 15.59 | 16.09 | 25.81 | 18.14 | 38.29 | 13.19 | 16.08 | 9.50 | 14.82 | 16.95 |
| Draw Down(%) | NA | 9.25 | 25.35 | 29.16 | 39.07 | NA | NA | … | … | 9.25 | 22.61 | 8.09 | 12.54 | 27.98 | 7.99 | 39.07 | 8.14 | 23.23 | 5.71 | 10.80 | 10.89 |
| Yield(%) | 0.00 | 6.14 | 5.47 | 6.06 | 7.53 | 5.09 | 3.82 | … | … | 0.00 | 5.75 | 7.18 | 1.84 | 6.60 | 14.43 | 5.88 | 12.73 | 8.61 | 6.39 | 6.51 | 6.66 |
Data as of 06/05/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) |
-4.03%
Mar 2017 – Mar 2020 |
3.77%
Sep 2017 – Sep 2022 |
7.47%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOTX (L Abbett Value Opport Fund Class R5) |
21.87%
Dec 2018 – Dec 2021 |
13.75%
Mar 2020 – Mar 2025 |
9.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart