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Lord Abbett Value Opportunities R5 (LVOTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
19.73+0.02 (+0.10%)
As of 08:05AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.72%
5-Year Average Return8.93%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Feb 26, 2024)27.54%
Worst 1 Yr Total Return (Feb 26, 2024)N/A
Best 3-Yr Total Return27.54%
Worst 3-Yr Total Return4.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLVOTXCategory
YTD-0.85%17.04%
1-Month-0.85%-0.01%
3-Month14.90%5.47%
1-Year7.25%50.44%
3-Year5.13%13.15%
5-Year8.57%13.75%
10-Year7.43%11.35%
Last Bull Market43.84%25.95%
Last Bear Market-15.42%-22.55%

Annual Total Return (%) History

Year
LVOTXCategory
2023
17.02%N/A
2022
-21.72%N/A
2021
27.54%N/A
2020
15.44%12.39%
2019
23.18%26.21%
2018
-11.66%-11.15%
2017
10.41%15.93%
2016
16.73%14.14%
2015
N/A-4.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.85%4.94%-2.86%10.54%
2022-9.71%-15.42%-5.35%8.29%
202111.81%3.73%1.45%8.39%
2020-25.34%21.73%4.30%21.79%
201911.99%1.65%1.42%6.69%
2018-2.54%2.95%6.68%-17.47%
20171.24%2.06%2.45%4.29%
20163.07%2.55%4.36%5.82%
2015-7.98%1.75%N/AN/A

Rank In Category (By Total Return)

YTD38
1-Month38
3-Month74
1-Year35
3-Year72
5-Year77

Load Adjusted Returns

1-Year7.25%
3-Year5.13%
5-Year8.57%
10-Year7.43%