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Lord Abbett Fundamental Equity R2 (LAVQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.37+0.04 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.79%
5-year average return9.60%
Number of years up11
Number of years down5
Best 1-yr total return (2 Jul 2024)36.25%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.25%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAVQXCategory
YTD10.64%4.44%
1-month-0.35%-4.04%
3-month-1.51%4.09%
1-year19.14%14.37%
3-year7.69%6.04%
5-year9.86%9.20%
10-year7.93%8.57%
Last bull market26.72%22.97%
Last bear market-13.56%-11.27%

Annual total return (%) history

Year
LAVQXCategory
2024
N/AN/A
2023
12.81%11.63%
2022
-9.79%-5.90%
2021
28.53%26.22%
2020
2.29%2.91%
2019
22.28%25.04%
2018
-8.75%-8.53%
2017
12.59%15.94%
2016
15.36%14.81%
2015
-3.53%-4.05%
2014
6.69%10.21%
2013
36.25%31.21%
2012
10.50%14.57%
2011
-4.19%-0.75%
2010
18.86%13.66%
2009
25.67%24.13%
2008
-28.94%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.34%-1.51%N/AN/A
20230.09%4.67%-2.39%10.33%
2022-2.52%-13.56%-4.14%11.68%
202110.35%5.00%1.39%9.42%
2020-27.01%16.51%4.22%15.41%
201910.74%2.13%1.75%6.26%
2018-2.53%-0.65%6.19%-11.27%
20171.42%2.18%3.04%5.45%
2016-0.43%4.52%3.74%6.85%
2015-0.53%0.76%-8.89%5.64%
20140.20%2.78%-0.06%3.66%
201313.25%3.47%6.11%9.57%
201211.31%-6.92%5.09%1.49%
20116.43%-0.96%-19.63%13.09%
20106.31%-10.74%10.37%13.48%
2009-8.63%12.90%16.18%4.87%
2008-7.62%1.15%-8.33%-17.04%
2007-2.62%N/AN/AN/A

Rank in category (by total return)

YTD13
1-month40
3-month50
1-year16
3-year30
5-year50

Load adjusted returns

1-year19.14%
3-year7.69%
5-year9.86%
10-year7.93%