LVOOX - Lord Abbett Value Opportunities Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.68%
5-Year Average Return5.38%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Jun 5, 2023)27.61%
Worst 1 Yr Total Return (Jun 5, 2023)N/A
Best 3-Yr Total Return27.61%
Worst 3-Yr Total Return4.96%

Trailing Returns (%) Vs. Benchmarks

ReturnLVOOXCategory
YTD5.68%17.04%
1-Month2.82%-0.01%
3-Month-1.74%5.47%
1-Year-3.75%50.44%
3-Year7.77%13.15%
5-Year5.38%13.75%
10-Year0.00%11.35%
Last Bull Market44.05%25.95%
Last Bear Market-15.38%-22.55%

Annual Total Return (%) History

Year
LVOOXCategory
2023
N/AN/A
2022
-21.62%N/A
2021
27.61%N/A
2020
15.59%12.39%
2019
23.27%26.21%
2018
-11.52%-11.15%
2017
N/A15.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.87%N/AN/AN/A
2022-9.67%-15.38%-5.36%8.35%
202111.83%3.75%1.49%8.38%
2020-25.31%21.82%4.27%21.84%
201912.00%1.70%1.41%6.72%
2018-2.53%2.99%6.71%-17.40%
20172.45%4.33%N/AN/A

Rank In Category (By Total Return)

YTD25
1-Month24
3-Month32
1-Year74
3-Year80
5-Year69

Load Adjusted Returns

1-Year-6.07%
3-Year9.05%
5-Year5.02%
10-Year7.37%