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Lord Abbett Focused Small Cap Value I (LMVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.540.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.50%
5-year average return5.56%
Number of years up18
Number of years down6
Best 1-yr total return (29 Apr 2024)38.17%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return38.17%
Worst 3-yr total return5.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMVYXCategory
YTD3.40%26.79%
1-month2.82%-1.77%
3-month3.40%4.45%
1-year14.91%71.02%
3-year2.21%9.35%
5-year8.40%12.17%
10-year7.96%9.95%
Last bull market59.78%28.07%
Last bear market-16.50%-24.24%

Annual total return (%) history

Year
LMVYXCategory
2024
N/AN/A
2023
13.83%N/A
2022
-15.10%N/A
2021
27.50%N/A
2020
8.54%4.02%
2019
20.72%21.43%
2018
-9.31%-15.46%
2017
7.51%8.54%
2016
30.68%25.99%
2015
2.06%-6.71%
2014
-0.22%3.34%
2013
38.17%36.22%
2012
18.71%16.00%
2011
-9.69%-4.45%
2010
27.88%26.17%
2009
33.66%31.32%
2008
-39.48%-32.24%
2007
8.76%-6.08%
2006
21.05%16.27%
2005
17.49%6.40%
2004
25.32%21.14%
2003
46.64%42.38%
2002
-3.39%-10.12%
2001
27.89%15.92%
2000
35.98%18.64%
1999
N/A6.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.40%N/AN/AN/A
20232.43%4.12%-4.03%11.22%
2022-5.04%-16.50%-4.55%12.18%
202119.32%3.81%-3.24%6.38%
2020-42.23%34.36%0.83%38.69%
201911.56%1.71%-3.32%10.05%
20180.42%8.56%1.78%-18.26%
2017-0.76%1.67%4.32%2.13%
20161.03%7.58%6.87%12.50%
20153.82%-0.77%-4.27%3.49%
20140.75%2.73%-7.57%4.29%
201310.56%3.34%7.40%12.59%
201213.41%-5.38%6.42%3.95%
20115.36%-2.40%-24.87%16.89%
20109.02%-6.15%7.17%16.63%
2009-10.44%29.09%14.61%0.88%
2008-7.80%-5.84%-1.17%-29.47%
20076.39%8.23%-2.23%-3.39%
200612.21%1.88%-0.60%6.53%
20052.07%0.58%11.85%2.32%
20048.41%3.62%-1.64%13.42%
2003-7.96%26.29%9.55%15.15%
200214.26%1.09%-17.93%1.92%
20013.60%21.40%-13.51%17.57%
20006.00%16.14%8.48%1.82%
199911.58%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month94
3-month68
1-year83
3-year91
5-year78

Load adjusted returns

1-year14.91%
3-year2.21%
5-year8.40%
10-year7.96%