LAIDX vs. LAVLX
LAIDX (Lord Abbett International Value Fund) and LAVLX (Lord Abbett Mid Cap Stock Fund) are both mutual funds - LAIDX is a Foreign Large Cap Equities fund managed by Lord Abbett, while LAVLX is a Mid Cap Value Equities fund managed by Lord Abbett. Over the past 10 years, LAIDX returned 9.75%/yr vs 9.19%/yr for LAVLX. A 0.75 correlation means they provide meaningful diversification when combined. LAIDX charges 0.82%/yr vs 0.98%/yr for LAVLX.
Performance
LAIDX vs. LAVLX - Performance Comparison
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Returns By Period
In the year-to-date period, LAIDX achieves a 10.06% return, which is significantly lower than LAVLX's 12.71% return. Over the past 10 years, LAIDX has outperformed LAVLX with an annualized return of 9.75%, while LAVLX has yielded a comparatively lower 9.19% annualized return.
LAIDX
- 1D
- -1.68%
- 1M
- 1.12%
- YTD
- 10.06%
- 6M
- 10.00%
- 1Y
- 26.23%
- 3Y*
- 20.79%
- 5Y*
- 10.83%
- 10Y*
- 9.75%
LAVLX
- 1D
- -0.73%
- 1M
- 2.01%
- YTD
- 12.71%
- 6M
- 11.19%
- 1Y
- 23.10%
- 3Y*
- 16.10%
- 5Y*
- 9.10%
- 10Y*
- 9.19%
LAIDX vs. LAVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAIDX Lord Abbett International Value Fund | 10.06% | 38.19% | 8.03% | 15.65% | -10.62% | 9.90% | 4.19% | 17.90% | -15.74% | 21.75% |
LAVLX Lord Abbett Mid Cap Stock Fund | 12.71% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
Correlation
The correlation between LAIDX and LAVLX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2008 | 0.75 |
The correlation between LAIDX and LAVLX shifts across timeframes, from 0.62 (1 year) to 0.75 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LAIDX vs. LAVLX — Risk / Return Rank
LAIDX
LAVLX
LAIDX vs. LAVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett International Value Fund (LAIDX) and Lord Abbett Mid Cap Stock Fund (LAVLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LAIDX | LAVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.34 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 3.15 | -0.85 |
| Martin ratioReturn relative to average drawdown | 8.24 | 11.60 | -3.35 |
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Drawdowns
LAIDX vs. LAVLX - Drawdown Comparison
The maximum LAIDX drawdown since its inception was -52.40%, smaller than the maximum LAVLX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for LAIDX and LAVLX.
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Drawdown Indicators
| LAIDX | LAVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -60.58% | +8.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -7.72% | -4.42% |
Max Drawdown (3Y)Largest decline over 3 years | -13.02% | -20.91% | +7.89% |
Max Drawdown (5Y)Largest decline over 5 years | -28.31% | -21.76% | -6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | -42.16% | -0.18% |
Current DrawdownCurrent decline from peak | -1.84% | -0.73% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -11.31% | -8.11% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.09% | +1.29% |
Volatility
LAIDX vs. LAVLX - Volatility Comparison
Lord Abbett International Value Fund (LAIDX) has a higher volatility of 4.78% compared to Lord Abbett Mid Cap Stock Fund (LAVLX) at 4.55%. This indicates that LAIDX's price experiences larger fluctuations and is considered to be riskier than LAVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAIDX | LAVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.55% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 9.49% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 12.71% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 17.30% | -1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 19.54% | -2.81% |
LAIDX vs. LAVLX - Expense Ratio Comparison
LAIDX has a 0.82% expense ratio, which is lower than LAVLX's 0.98% expense ratio.
Dividends
LAIDX vs. LAVLX - Dividend Comparison
LAIDX's dividend yield for the trailing twelve months is around 0.78%, less than LAVLX's 6.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAIDX Lord Abbett International Value Fund | 0.78% | 2.75% | 3.55% | 3.31% | 4.00% | 3.49% | 2.31% | 3.25% | 3.67% | 3.04% | 3.94% | 3.82% |
LAVLX Lord Abbett Mid Cap Stock Fund | 6.25% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
Frequently Asked Questions
LAIDX and LAVLX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAIDX has higher volatility (4.78%) compared to LAVLX (4.55%). In terms of maximum drawdown, LAIDX dropped -52.40% vs LAVLX's -60.58%.
LAVLX currently has the higher Sharpe Ratio (1.92 vs 1.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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