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Lord Abbett Fundamental Equity R4 (LAVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.55-0.08 (-0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.81%
5-year average return10.52%
Number of years up6
Number of years down2
Best 1-yr total return (13 June 2024)28.95%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return28.95%
Worst 3-yr total return4.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAVSXCategory
YTD11.25%4.44%
1-month3.29%-4.04%
3-month4.39%4.09%
1-year28.08%14.37%
3-year7.87%6.04%
5-year11.82%9.20%
10-year8.53%8.57%
Last bull market26.95%22.97%
Last bear market-13.50%-11.27%

Annual total return (%) history

Year
LAVSXCategory
2024
N/AN/A
2023
13.09%11.63%
2022
-9.42%-5.90%
2021
28.95%26.22%
2020
2.72%2.91%
2019
22.69%25.04%
2018
-8.47%-8.53%
2017
13.03%15.94%
2016
15.72%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.45%N/AN/AN/A
20230.08%4.82%-2.34%10.38%
2022-2.47%-13.50%-4.05%11.90%
202110.41%5.05%1.51%9.53%
2020-26.91%16.69%4.24%15.55%
201910.86%2.26%1.88%6.22%
2018-2.48%-0.56%6.32%-11.22%
20171.55%2.22%3.14%5.58%
2016-0.43%4.70%3.84%6.90%
2015-8.80%5.81%N/AN/A

Rank in category (by total return)

YTD9
1-month39
3-month39
1-year14
3-year23
5-year42

Load adjusted returns

1-year28.08%
3-year7.87%
5-year11.82%
10-year8.53%