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Lord Abbett Small Cap Value R3 (LRSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.03-0.19 (-1.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.10%
5-year average return6.16%
Number of years up10
Number of years down5
Best 1-yr total return (27 Jun 2024)33.46%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.46%
Worst 3-yr total return0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLRSRXCategory
YTD5.64%26.79%
1-month6.26%-1.77%
3-month3.81%4.45%
1-year23.12%71.02%
3-year1.72%9.35%
5-year7.92%12.17%
10-year5.85%9.95%
Last bull market25.11%28.07%
Last bear market-17.11%-24.24%

Annual total return (%) history

Year
LRSRXCategory
2024
N/AN/A
2023
19.51%N/A
2022
-17.75%N/A
2021
26.12%N/A
2020
-1.74%4.02%
2019
20.02%21.43%
2018
-12.09%-15.46%
2017
6.08%8.54%
2016
20.16%25.99%
2015
-1.39%-6.71%
2014
1.71%3.34%
2013
33.46%36.22%
2012
10.36%16.00%
2011
-4.81%-4.45%
2010
25.99%26.17%
2009
29.60%31.32%
2008
N/A-32.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.78%N/AN/AN/A
20235.16%5.57%-3.62%11.69%
2022-6.57%-17.11%-4.92%11.70%
202117.98%2.79%-3.44%7.70%
2020-37.79%23.23%-1.21%29.75%
201912.31%0.50%0.13%6.20%
2018-1.33%6.76%6.23%-21.44%
20170.38%-0.19%1.93%3.87%
20161.09%3.77%5.95%8.11%
20154.59%-0.37%-9.08%4.08%
20140.85%2.41%-7.53%6.51%
201313.60%0.75%6.48%9.52%
201212.20%-9.04%5.18%2.81%
20119.08%-3.21%-24.64%19.64%
20109.86%-10.78%11.67%15.10%
2009-12.15%18.78%16.92%6.23%
20082.05%-3.95%-24.17%N/A

Rank in category (by total return)

YTD18
1-month8
3-month35
1-year56
3-year72
5-year89

Load adjusted returns

1-year23.12%
3-year1.72%
5-year7.92%
10-year5.85%