LVOSX - Lord Abbett Value Opportunities Fund Class R4

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.60%
5-Year Average Return4.88%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 25, 2023)27.19%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return27.19%
Worst 3-Yr Total Return4.18%

Trailing Returns (%) Vs. Benchmarks

ReturnLVOSXCategory
YTD2.60%17.04%
1-Month1.94%-0.01%
3-Month-3.25%5.47%
1-Year-4.43%50.44%
3-Year9.55%13.15%
5-Year4.88%13.75%
10-Year0.00%11.35%
Last Bull Market43.57%25.95%
Last Bear Market-15.48%-22.55%

Annual Total Return (%) History

Year
LVOSXCategory
2023
N/AN/A
2022
-21.90%N/A
2021
27.19%N/A
2020
15.19%12.39%
2019
22.80%26.21%
2018
-11.83%-11.15%
2017
10.14%15.93%
2016
16.43%14.14%
2015
N/A-4.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.77%N/AN/AN/A
2022-9.73%-15.48%-5.37%8.17%
202111.76%3.65%1.44%8.24%
2020-25.36%21.68%4.20%21.71%
201911.84%1.67%1.32%6.59%
2018-2.59%2.92%6.61%-17.51%
20171.19%2.04%2.40%4.17%
20163.00%2.48%4.29%5.77%
2015-8.02%1.64%N/AN/A

Rank In Category (By Total Return)

YTD31
1-Month34
3-Month33
1-Year81
3-Year81
5-Year75

Load Adjusted Returns

1-Year-3.20%
3-Year12.01%
5-Year5.78%
10-Year7.62%