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Lord Abbett Value Opportunities R5 (LVOTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.38+0.15 (+0.74%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.17%
5-Year Average Return11.04%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 30, 2024)27.54%
Worst 1 Yr Total Return (May 30, 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
YTD3.03%17.04%
1-Month-6.32%-0.01%
3-Month3.91%5.47%
1-Year16.44%50.44%
3-Year0.73%13.15%
5-Year8.17%13.75%
10-Year7.24%11.35%
Last Bull Market27.45%25.95%
Last Bear Market-15.42%-22.55%

Annual Total Return (%) History

Year
LVOTXCategory
2024
N/AN/A
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
20249.98%N/AN/AN/A
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)

YTD50
1-Month78
3-Month56
1-Year47
3-Year78
5-Year65

Load Adjusted Returns

1-Year16.44%
3-Year0.73%
5-Year8.17%
10-Year7.24%