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Lord Abbett Value Opportunities I (LVOYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.88+0.06 (+0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.63%
5-year average return8.87%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)36.53%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.53%
Worst 3-yr total return4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLVOYXCategory
YTD6.11%17.04%
1-month-1.92%-0.01%
3-month-3.53%5.47%
1-year13.89%50.44%
3-year2.25%13.15%
5-year9.13%13.75%
10-year7.12%11.35%
Last bull market27.41%25.95%
Last bear market-15.38%-22.55%

Annual total return (%) history

Year
LVOYXCategory
2024
N/AN/A
2023
17.04%N/A
2022
-21.71%N/A
2021
27.52%N/A
2020
15.46%12.39%
2019
23.13%26.21%
2018
-11.62%-11.15%
2017
10.41%15.93%
2016
16.74%14.14%
2015
-2.65%-4.75%
2014
9.45%7.80%
2013
36.53%34.10%
2012
10.13%16.15%
2011
-3.83%-3.81%
2010
24.91%22.52%
2009
34.27%37.39%
2008
-27.49%-39.18%
2007
11.29%4.85%
2006
29.41%14.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.99%-3.53%N/AN/A
20233.85%5.00%-2.91%10.55%
2022-9.67%-15.38%-5.35%8.23%
202111.82%3.73%1.50%8.31%
2020-25.31%21.75%4.24%21.81%
201911.94%1.71%1.36%6.69%
2018-2.54%3.00%6.69%-17.48%
20171.29%2.06%2.45%4.24%
20163.07%2.61%4.30%5.83%
20154.17%-0.14%-7.98%1.70%
20144.56%2.86%-5.66%7.86%
201314.07%2.08%6.73%9.87%
20129.08%-7.07%4.71%3.76%
20116.57%-0.35%-20.99%14.62%
20109.11%-9.42%10.63%14.24%
2009-6.37%15.18%19.28%4.39%
2008-8.50%0.74%-2.45%-19.36%
20074.34%9.39%0.56%-3.04%
200615.81%2.43%2.21%6.73%

Rank in category (by total return)

YTD36
1-month83
3-month51
1-year38
3-year68
5-year57

Load adjusted returns

1-year13.89%
3-year2.25%
5-year9.13%
10-year7.12%