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Lord Abbett Fundamental Equity R3 (LAVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.45-0.05 (-0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.98%
5-year average return10.08%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)36.49%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return36.49%
Worst 3-yr total return4.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAVRXCategory
YTD11.06%4.44%
1-month3.29%-4.04%
3-month4.25%4.09%
1-year27.77%14.37%
3-year7.58%6.04%
5-year11.53%9.20%
10-year8.34%8.57%
Last bull market26.83%22.97%
Last bear market-13.58%-11.27%

Annual total return (%) history

Year
LAVRXCategory
2024
N/AN/A
2023
12.87%11.63%
2022
-9.69%-5.90%
2021
28.67%26.22%
2020
2.44%2.91%
2019
22.37%25.04%
2018
-8.62%-8.53%
2017
12.63%15.94%
2016
15.52%14.81%
2015
-3.40%-4.05%
2014
6.74%10.21%
2013
36.49%31.21%
2012
10.52%14.57%
2011
-4.06%-0.75%
2010
19.01%13.66%
2009
25.73%24.13%
2008
-28.91%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.37%N/AN/AN/A
20230.09%4.73%-2.38%10.30%
2022-2.51%-13.58%-4.13%11.81%
202110.31%5.06%1.39%9.50%
2020-26.94%16.45%4.31%15.43%
201910.81%2.12%1.83%6.20%
2018-2.51%-0.56%6.16%-11.21%
20171.41%2.17%3.10%5.44%
2016-0.43%4.59%3.81%6.86%
2015-0.45%0.76%-8.85%5.66%
20140.20%2.77%0.00%3.66%
201313.35%3.52%6.08%9.65%
201211.33%-6.96%5.15%1.47%
20116.47%-0.95%-19.60%13.15%
20106.39%-10.79%10.54%13.45%
2009-8.61%12.99%16.12%4.86%
2008-7.54%1.15%-8.41%-17.01%
2007-2.60%N/AN/AN/A

Rank in category (by total return)

YTD10
1-month40
3-month40
1-year15
3-year28
5-year47

Load adjusted returns

1-year27.77%
3-year7.58%
5-year11.53%
10-year8.34%