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Lord Abbett Small Cap Value R2 (LRSQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.59-0.18 (-1.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.08%
5-year average return6.07%
Number of years up10
Number of years down5
Best 1-yr total return (27 June 2024)33.23%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return33.23%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLRSQXCategory
YTD5.59%26.79%
1-month6.24%-1.77%
3-month3.79%4.45%
1-year22.98%71.02%
3-year1.61%9.35%
5-year7.81%12.17%
10-year5.74%9.95%
Last bull market25.02%28.07%
Last bear market-17.15%-24.24%

Annual total return (%) history

Year
LRSQXCategory
2024
N/AN/A
2023
19.30%N/A
2022
-17.77%N/A
2021
25.98%N/A
2020
-1.79%4.02%
2019
19.85%21.43%
2018
-12.20%-15.46%
2017
5.96%8.54%
2016
20.04%25.99%
2015
-1.47%-6.71%
2014
1.56%3.34%
2013
33.23%36.22%
2012
10.21%16.00%
2011
-4.90%-4.45%
2010
25.91%26.17%
2009
29.47%31.32%
2008
N/A-32.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20235.05%5.58%-3.66%11.65%
2022-6.55%-17.15%-4.97%11.76%
202117.95%2.79%-3.45%7.62%
2020-37.80%23.19%-1.14%29.65%
201912.32%0.38%0.13%6.16%
2018-1.40%6.75%6.23%-21.47%
20170.33%-0.24%1.91%3.87%
20161.05%3.76%5.91%8.10%
20154.58%-0.37%-9.13%4.07%
20140.82%2.39%-7.59%6.46%
201313.58%0.66%6.43%9.48%
201212.13%-9.08%5.19%2.76%
20119.04%-3.23%-24.67%19.64%
20109.85%-10.80%11.66%15.09%
2009-12.17%18.74%16.93%6.17%
20082.01%-3.95%-24.18%N/A

Rank in category (by total return)

YTD18
1-month8
3-month35
1-year57
3-year72
5-year90

Load adjusted returns

1-year22.98%
3-year1.61%
5-year7.81%
10-year5.74%