Lord Abbett Mid Cap Stock Fund (LAVLX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Lord Abbett Mid Cap Stock Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Lord Abbett Mid Cap Stock Fund (LAVLX) has returned -1.87% so far this year and 9.46% over the past 12 months. Over the last ten years, LAVLX has returned 7.73% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 28, 1983, LAVLX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 63% of months were positive and 37% were negative. The best month was Oct 2011 with a return of +15.1%, while the worst month was Oct 1987 at -25.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LAVLX closed higher 53% of trading days. The best single day was Mar 10, 1987 with a return of +21.7%, while the worst single day was Mar 13, 1987 at -17.9%.

Lord Abbett Mid Cap Stock Fund has an annualized alpha of 2.85%, beta of 0.85, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since June 29, 1983.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.79%) than losses (92.25%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.85% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

LAVLX has a high expense ratio of 0.98%, indicating above-average management fees.

LAVLX ranks 21 for risk / return — below 21% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and compare them to a chosen benchmark (S&P 500 Index).

Lord Abbett Mid Cap Stock Fund provided a 7.17% dividend yield over the last twelve months, with an annual payout of $2.38 per share.

The table displays the monthly dividend distributions for Lord Abbett Mid Cap Stock Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Lord Abbett Mid Cap Stock Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lord Abbett Mid Cap Stock Fund was 60.58%, occurring on Mar 9, 2009. Recovery took 980 trading sessions.

The current Lord Abbett Mid Cap Stock Fund drawdown is 7.72%.

The chart below shows the rolling one-month volatility.