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Lord Abbett Fundamental Equity F (LAVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.50-0.07 (-0.48%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.43%
5-year average return10.18%
Number of years up11
Number of years down5
Best 1-yr total return (30 Jun 2024)37.02%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return37.02%
Worst 3-yr total return5.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAVFXCategory
YTD11.27%4.44%
1-month3.32%-4.04%
3-month4.36%4.09%
1-year28.32%14.37%
3-year8.01%6.04%
5-year11.97%9.20%
10-year8.77%8.57%
Last bull market26.97%22.97%
Last bear market-13.47%-11.27%

Annual total return (%) history

Year
LAVFXCategory
2024
N/AN/A
2023
13.26%11.63%
2022
-9.27%-5.90%
2021
29.16%26.22%
2020
2.82%2.91%
2019
22.94%25.04%
2018
-8.32%-8.53%
2017
13.19%15.94%
2016
15.90%14.81%
2015
-3.03%-4.05%
2014
7.19%10.21%
2013
37.02%31.21%
2012
10.99%14.57%
2011
-3.70%-0.75%
2010
19.45%13.66%
2009
26.32%24.13%
2008
-28.60%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.49%N/AN/AN/A
20230.17%4.77%-2.28%10.43%
2022-2.42%-13.47%-4.00%11.93%
202110.41%5.17%1.52%9.57%
2020-26.93%16.69%4.37%15.53%
201910.93%2.27%1.89%6.34%
2018-2.42%-0.56%6.36%-11.16%
20171.56%2.31%3.16%5.61%
2016-0.34%4.73%3.86%6.91%
2015-0.37%0.83%-8.72%5.76%
20140.26%2.95%0.06%3.78%
201313.46%3.57%6.25%9.75%
201211.46%-6.86%5.28%1.54%
20116.61%-0.88%-19.51%13.22%
20106.47%-10.68%10.59%13.57%
2009-8.50%13.10%16.20%5.05%
2008-7.38%1.24%-8.31%-16.95%
2007-2.57%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month38
3-month39
1-year13
3-year21
5-year39

Load adjusted returns

1-year28.32%
3-year8.01%
5-year11.97%
10-year8.77%