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Lord Abbett Focused Small Cap Value A (LFVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.19-0.09 (-0.34%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.15%
5-year average return7.50%
Number of years up17
Number of years down6
Best 1-yr total return (19 Jun 2024)38.18%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return38.18%
Worst 3-yr total return5.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFVAXCategory
YTD3.17%26.79%
1-month7.06%-1.77%
3-month2.70%4.45%
1-year19.35%71.02%
3-year-0.18%9.35%
5-year9.42%12.17%
10-year8.07%9.95%
Last bull market23.18%28.07%
Last bear market-16.55%-24.24%

Annual total return (%) history

Year
LFVAXCategory
2024
N/AN/A
2023
13.57%N/A
2022
-15.29%N/A
2021
27.17%N/A
2020
8.23%4.02%
2019
20.56%21.43%
2018
-9.28%-15.46%
2017
7.49%8.54%
2016
30.71%25.99%
2015
2.04%-6.71%
2014
-0.23%3.34%
2013
38.18%36.22%
2012
18.42%16.00%
2011
-9.94%-4.45%
2010
27.58%26.17%
2009
33.36%31.32%
2008
-39.63%-32.24%
2007
8.46%-6.08%
2006
20.75%16.27%
2005
17.25%6.40%
2004
24.95%21.14%
2003
46.22%42.38%
2002
-3.76%-10.12%
2001
27.44%15.92%
2000
N/A18.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.29%N/AN/AN/A
20232.34%4.03%-4.08%11.20%
2022-5.10%-16.55%-4.60%12.13%
202119.23%3.77%-3.30%6.30%
2020-42.30%34.31%0.79%38.56%
201911.51%1.74%-3.38%9.98%
20180.44%8.55%1.75%-18.23%
2017-0.76%1.69%4.31%2.11%
20161.04%7.58%6.86%12.53%
20153.80%-0.77%-4.27%3.49%
20140.74%2.74%-7.56%4.28%
201310.59%3.31%7.43%12.59%
201213.35%-5.45%6.37%3.88%
20115.26%-2.46%-24.90%16.80%
20108.98%-6.20%7.05%16.59%
2009-10.46%28.95%14.59%0.80%
2008-7.82%-5.90%-1.24%-29.53%
20076.27%8.20%-2.29%-3.46%
200612.11%1.79%-0.61%6.46%
20052.04%0.50%11.81%2.26%
20048.29%3.54%-1.73%13.40%
2003-8.04%26.22%9.47%15.07%
200214.11%0.99%-18.00%1.86%
20013.46%21.36%-13.59%17.46%
20008.42%1.74%N/AN/A

Rank in category (by total return)

YTD49
1-month3
3-month59
1-year80
3-year88
5-year75

Load adjusted returns

1-year12.48%
3-year-2.13%
5-year8.14%
10-year7.44%