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Lord Abbett Small Cap Value I (LRSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.87+0.23 (+1.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.35%
5-year average return6.70%
Number of years up18
Number of years down8
Best 1-yr total return (27 June 2024)34.11%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return34.11%
Worst 3-yr total return1.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLRSYXCategory
YTD5.85%26.79%
1-month6.33%-1.77%
3-month3.93%4.45%
1-year23.77%71.02%
3-year2.24%9.35%
5-year8.46%12.17%
10-year6.37%9.95%
Last bull market25.36%28.07%
Last bear market-16.99%-24.24%

Annual total return (%) history

Year
LRSYXCategory
2024
N/AN/A
2023
20.08%N/A
2022
-17.27%N/A
2021
26.75%N/A
2020
-1.25%4.02%
2019
20.58%21.43%
2018
-11.65%-15.46%
2017
6.60%8.54%
2016
20.71%25.99%
2015
-0.91%-6.71%
2014
2.17%3.34%
2013
34.11%36.22%
2012
10.91%16.00%
2011
-4.36%-4.45%
2010
26.62%26.17%
2009
30.23%31.32%
2008
-30.85%-32.24%
2007
10.71%-6.08%
2006
20.85%16.27%
2005
13.56%6.40%
2004
22.90%21.14%
2003
45.47%42.38%
2002
-10.76%-10.12%
2001
8.32%15.92%
2000
33.94%18.64%
1999
8.57%6.78%
1998
-7.17%-6.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.90%N/AN/AN/A
20235.21%5.81%-3.60%11.90%
2022-6.44%-16.99%-4.82%11.92%
202118.14%2.94%-3.30%7.78%
2020-37.71%23.34%-1.02%29.86%
201912.43%0.63%0.24%6.33%
2018-1.20%6.83%6.43%-21.35%
20170.51%-0.08%2.07%3.99%
20161.23%3.88%6.07%8.22%
20154.71%-0.23%-8.99%4.21%
20140.94%2.55%-7.43%6.62%
201313.73%0.85%6.61%9.69%
201212.33%-8.93%5.32%2.95%
20119.21%-3.09%-24.56%19.78%
20109.99%-10.67%11.79%15.28%
2009-12.07%18.96%17.08%6.34%
2008-7.31%2.16%-3.84%-24.06%
20072.38%8.23%2.41%-2.44%
200615.74%-1.06%-0.50%6.07%
2005-1.41%2.79%10.57%1.35%
20046.52%3.52%-0.25%11.73%
2003-2.16%19.50%5.26%18.20%
20028.89%-6.39%-14.85%2.82%
2001-0.78%9.39%-14.44%16.66%
20007.96%3.63%5.33%13.66%
1999-10.60%23.06%-8.45%7.80%
199810.63%-7.52%-24.11%19.56%

Rank in category (by total return)

YTD17
1-month7
3-month31
1-year51
3-year61
5-year86

Load adjusted returns

1-year23.77%
3-year2.24%
5-year8.46%
10-year6.37%