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Lord Abbett Small Cap Value R6 (LRSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.13+0.26 (+1.25%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.55%
5-year average return7.56%
Number of years up5
Number of years down3
Best 1-yr total return (4 June 2024)26.90%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return26.90%
Worst 3-yr total return1.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLRSVXCategory
YTD5.89%26.79%
1-month6.31%-1.77%
3-month3.93%4.45%
1-year23.82%71.02%
3-year2.30%9.35%
5-year8.53%12.17%
10-year6.42%9.95%
Last bull market25.40%28.07%
Last bear market-17.03%-24.24%

Annual total return (%) history

Year
LRSVXCategory
2024
N/AN/A
2023
20.13%N/A
2022
-17.25%N/A
2021
26.90%N/A
2020
-1.18%4.02%
2019
20.64%21.43%
2018
-11.56%-15.46%
2017
6.68%8.54%
2016
20.91%25.99%
2015
N/A-6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.94%N/AN/AN/A
20235.22%5.80%-3.51%11.84%
2022-6.42%-17.03%-4.72%11.86%
202118.16%2.97%-3.27%7.83%
2020-37.66%23.33%-1.01%29.85%
201912.47%0.58%0.29%6.35%
2018-1.20%6.88%6.40%-21.29%
20170.51%-0.08%2.11%4.03%
20161.27%3.92%6.14%8.24%
2015-8.96%4.25%N/AN/A

Rank in category (by total return)

YTD16
1-month7
3-month31
1-year51
3-year60
5-year85

Load adjusted returns

1-year23.82%
3-year2.30%
5-year8.53%
10-year6.42%