Nasdaq - Delayed Quote USD

Lord Abbett Small Cap Value R2 (LRSQX)

13.30 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.53%
5y Average Return 4.72%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 33.23%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 33.23%
Worst 3Y Total Return 0.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LRSQX
Category
YTD
5.74%
26.79%
1-Month
3.94%
-1.77%
3-Month
5.74%
4.45%
1-Year
20.09%
71.02%
3-Year
3.48%
9.35%
5-Year
6.49%
12.17%
10-Year
5.48%
9.95%
Last Bull Market
48.98%
28.07%
Last Bear Market
-17.15%
-24.24%

Annual Total Return (%) History

Year
LRSQX
Category
2024
--
--
2023
19.30%
--
2022
-17.77%
--
2021
25.98%
--
2020
-1.79%
4.02%
2019
19.85%
21.43%
2018
-12.20%
-15.46%
2017
5.96%
8.54%

2016
20.04%
25.99%
2015
-1.47%
-6.71%
2014
1.56%
3.34%
2013
33.23%
36.22%
2012
10.21%
16.00%
2011
-4.90%
-4.45%
2010
25.91%
26.17%
2009
29.47%
31.32%
2008
--
-32.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.74% -- -- --
2023 5.05% 5.58% -3.66% 11.65%
2022 -6.55% -17.15% -4.97% 11.76%
2021 17.95% 2.79% -3.45% 7.62%
2020 -37.80% 23.19% -1.14% 29.65%
2019 12.32% 0.38% 0.13% 6.16%
2018 -1.40% 6.75% 6.23% -21.47%
2017 0.33% -0.24% 1.91% 3.87%
2016 1.05% 3.76% 5.91% 8.10%
2015 4.58% -0.37% -9.13% 4.07%

2014 0.82% 2.39% -7.59% 6.46%
2013 13.58% 0.66% 6.43% 9.48%
2012 12.13% -9.08% 5.19% 2.76%
2011 9.04% -3.23% -24.67% 19.64%
2010 9.85% -10.80% 11.66% 15.09%
2009 -12.17% 18.74% 16.93% 6.17%
2008 2.01% -3.95% -24.18% --

Rank in Category (By Total Return)

YTD 32
1-Month 74
3-Month 32
1-Year 50
3-Year 81
5-Year 97

Load Adjusted Returns

1-Year 20.09%
3-Year 3.48%
5-Year 6.49%
10-Year 5.48%

Performance & Risk

YTD Return 0.53%
5y Average Return 4.72%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Lord Abbett
Net Assets 412.24M
YTD Return 5.74%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1997

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"). The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.

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