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Lord Abbett Value Opportunities A (LVOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.76+0.04 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.05%
5-year average return9.07%
Number of years up13
Number of years down5
Best 1-yr total return (20 Jun 2024)36.07%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return36.07%
Worst 3-yr total return4.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLVOAXCategory
YTD8.08%17.04%
1-month4.94%-0.01%
3-month2.52%5.47%
1-year24.43%50.44%
3-year2.32%13.15%
5-year10.77%13.75%
10-year7.41%11.35%
Last bull market27.31%25.95%
Last bear market-15.46%-22.55%

Annual total return (%) history

Year
LVOAXCategory
2024
N/AN/A
2023
16.69%N/A
2022
-21.90%N/A
2021
27.21%N/A
2020
15.19%12.39%
2019
22.86%26.21%
2018
-11.86%-11.15%
2017
10.15%15.93%
2016
16.39%14.14%
2015
-2.88%-4.75%
2014
9.11%7.80%
2013
36.07%34.10%
2012
9.73%16.15%
2011
-4.18%-3.81%
2010
24.50%22.52%
2009
33.82%37.39%
2008
-27.77%-39.18%
2007
10.91%4.85%
2006
28.96%14.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.95%N/AN/AN/A
20233.77%4.88%-2.92%10.45%
2022-9.76%-15.46%-5.42%8.24%
202111.74%3.64%1.44%8.28%
2020-25.37%21.65%4.20%21.77%
201911.89%1.61%1.31%6.66%
2018-2.59%2.91%6.60%-17.52%
20171.24%2.04%2.35%4.19%
20163.00%2.48%4.29%5.73%
20154.09%-0.20%-8.07%1.70%
20144.47%2.74%-5.70%7.81%
201313.99%2.01%6.64%9.73%
20129.00%-7.16%4.64%3.62%
20116.44%-0.42%-21.04%14.48%
20109.00%-9.48%10.55%14.14%
2009-6.49%15.12%19.26%4.24%
2008-8.60%0.58%-2.46%-19.44%
20074.19%9.35%0.42%-3.06%
200615.71%2.35%2.13%6.62%

Rank in category (by total return)

YTD24
1-month10
3-month44
1-year45
3-year72
5-year60

Load adjusted returns

1-year17.27%
3-year0.32%
5-year9.46%
10-year6.77%