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Lord Abbett Fundamental Equity A (LDFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.83+0.21 (+1.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.25%
5-year average return11.81%
Number of years up20
Number of years down7
Best 1-yr total return (30 May 2024)36.63%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return36.63%
Worst 3-yr total return4.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLDFVXCategory
YTD7.73%4.44%
1-month-4.20%-4.04%
3-month6.77%4.09%
1-year19.52%14.37%
3-year7.39%6.04%
5-year9.30%9.20%
10-year8.43%8.57%
Last bull market26.86%22.97%
Last bear market-13.49%-11.27%

Annual total return (%) history

Year
LDFVXCategory
2024
N/AN/A
2023
13.10%11.63%
2022
-9.45%-5.90%
2021
29.02%26.22%
2020
2.64%2.91%
2019
22.76%25.04%
2018
-8.45%-8.53%
2017
12.97%15.94%
2016
15.74%14.81%
2015
-3.14%-4.05%
2014
6.93%10.21%
2013
36.63%31.21%
2012
10.74%14.57%
2011
-3.92%-0.75%
2010
19.21%13.66%
2009
25.86%24.13%
2008
-28.75%-37.09%
2007
7.50%1.42%
2006
13.64%18.15%
2005
5.48%5.95%
2004
15.61%12.97%
2003
31.93%28.44%
2002
-14.41%-18.69%
2001
-4.20%-4.99%
2000
9.27%7.87%
1999
20.29%6.72%
1998
15.47%12.00%
1997
27.70%26.61%
1996
N/A20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.45%N/AN/AN/A
20230.17%4.79%-2.32%10.31%
2022-2.46%-13.49%-4.03%11.81%
202110.44%5.10%1.43%9.59%
2020-26.90%16.57%4.31%15.47%
201910.90%2.16%1.96%6.27%
2018-2.47%-0.55%6.29%-11.19%
20171.55%2.21%3.13%5.54%
2016-0.42%4.69%3.83%6.93%
2015-0.45%0.82%-8.73%5.73%
20140.20%2.87%0.00%3.74%
201313.37%3.49%6.15%9.70%
201211.31%-6.90%5.18%1.59%
20116.50%-0.94%-19.59%13.26%
20106.44%-10.72%10.55%13.47%
2009-8.56%12.91%16.14%4.96%
2008-7.52%1.24%-8.38%-16.94%
20072.19%5.79%2.10%-2.60%
20067.63%-0.24%1.18%4.59%
2005-2.00%-0.17%5.87%1.84%
20043.22%1.38%-0.36%10.88%
2003-3.21%15.84%2.98%14.27%
20023.62%-8.89%-14.47%6.00%
2001-7.84%5.38%-8.91%8.29%
2000-1.63%-2.39%6.22%7.14%
19993.62%10.89%-6.04%11.41%
199810.30%-0.68%-11.22%18.71%
19971.97%14.32%6.43%2.93%
19968.70%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month55
3-month8
1-year15
3-year26
5-year47

Load adjusted returns

1-year12.65%
3-year5.29%
5-year8.01%
10-year7.79%