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Lord Abbett Fundamental Equity R6 (LAVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.11-0.04 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.35%
5-year average return10.72%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)29.36%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return29.36%
Worst 3-yr total return5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAVVXCategory
YTD11.35%4.44%
1-month3.35%-4.04%
3-month4.42%4.09%
1-year28.51%14.37%
3-year8.21%6.04%
5-year12.17%9.20%
10-year8.85%8.57%
Last bull market27.10%22.97%
Last bear market-13.42%-11.27%

Annual total return (%) history

Year
LAVVXCategory
2024
N/AN/A
2023
13.51%11.63%
2022
-9.14%-5.90%
2021
29.36%26.22%
2020
3.02%2.91%
2019
23.13%25.04%
2018
-8.12%-8.53%
2017
13.43%15.94%
2016
16.15%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.53%N/AN/AN/A
20230.25%4.87%-2.28%10.49%
2022-2.35%-13.42%-3.96%11.90%
202110.47%5.18%1.55%9.64%
2020-26.84%16.59%4.45%15.63%
201910.97%2.31%1.93%6.40%
2018-2.37%-0.47%6.38%-11.11%
20171.69%2.27%3.25%5.64%
2016-0.34%4.83%3.88%7.01%
2015-8.68%5.83%N/AN/A

Rank in category (by total return)

YTD9
1-month37
3-month39
1-year12
3-year19
5-year36

Load adjusted returns

1-year28.51%
3-year8.21%
5-year12.17%
10-year8.85%