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Lord Abbett Focused Small Cap Value A (LFVAX)
At close: 8:05 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.62% |
| 5y Average Return | 8.94% |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 31, 2024) | 38.18% |
| Worst 1Y Total Return (Oct 31, 2024) | -- |
| Best 3Y Total Return | 38.18% |
| Worst 3Y Total Return | 5.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LFVAX
Category
- YTD
- 8.68%
- 26.79%
- 1-Month
- -1.01%
- -1.77%
- 3-Month
- 7.20%
- 4.45%
- 1-Year
- 20.85%
- 71.02%
- 3-Year
- 3.58%
- 9.35%
- 5-Year
- 9.62%
- 12.17%
- 10-Year
- 8.93%
- 9.95%
- Last Bull Market
- 23.18%
- 28.07%
- Last Bear Market
- -16.55%
- -24.24%
Annual Total Return (%) History
Year
LFVAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.29% | -1.85% | 7.20% | -- |
| 2023 | 2.34% | 4.03% | -4.08% | 11.20% |
| 2022 | -5.10% | -16.55% | -4.60% | 12.13% |
| 2021 | 19.23% | 3.77% | -3.30% | 6.30% |
| 2020 | -42.30% | 34.31% | 0.79% | 38.56% |
| 2019 | 11.51% | 1.74% | -3.38% | 9.98% |
| 2018 | 0.44% | 8.55% | 1.75% | -18.23% |
| 2017 | -0.76% | 1.69% | 4.31% | 2.11% |
| 2016 | 1.04% | 7.58% | 6.86% | 12.53% |
| 2015 | 3.80% | -0.77% | -4.27% | 3.49% |
| 2014 | 0.74% | 2.74% | -7.56% | 4.28% |
| 2013 | 10.59% | 3.31% | 7.43% | 12.59% |
| 2012 | 13.35% | -5.45% | 6.37% | 3.88% |
| 2011 | 5.26% | -2.46% | -24.90% | 16.80% |
| 2010 | 8.98% | -6.20% | 7.05% | 16.59% |
| 2009 | -10.46% | 28.95% | 14.59% | 0.80% |
| 2008 | -7.82% | -5.90% | -1.24% | -29.53% |
| 2007 | 6.27% | 8.20% | -2.29% | -3.46% |
| 2006 | 12.11% | 1.79% | -0.61% | 6.46% |
| 2005 | 2.04% | 0.50% | 11.81% | 2.26% |
| 2004 | 8.29% | 3.54% | -1.73% | 13.40% |
| 2003 | -8.04% | 26.22% | 9.47% | 15.07% |
| 2002 | 14.11% | 0.99% | -18.00% | 1.86% |
| 2001 | 3.46% | 21.36% | -13.59% | 17.46% |
| 2000 | 8.42% | 1.74% | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 93 |
| 3-Month | 72 |
| 1-Year | 70 |
| 3-Year | 88 |
| 5-Year | 66 |
Load Adjusted Returns
| 1-Year | 13.90% |
| 3-Year | 1.56% |
| 5-Year | 8.33% |
| 10-Year | 8.29% |
Performance & Risk
| YTD Return | 6.62% |
| 5y Average Return | 8.94% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Lord Abbett |
| Net Assets | 102.69M |
| YTD Return | 8.68% |
| Yield | 0.01% |
| Morningstar Rating | |
| Inception Date | Jul 09, 1999 |
Fund Summary
Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small companies. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value.
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