LAVLX vs. LAIDX
LAVLX (Lord Abbett Mid Cap Stock Fund) and LAIDX (Lord Abbett International Value Fund) are both mutual funds - LAVLX is a Mid Cap Value Equities fund managed by Lord Abbett, while LAIDX is a Foreign Large Cap Equities fund managed by Lord Abbett. Over the past 10 years, LAVLX returned 9.19%/yr vs 9.75%/yr for LAIDX. A 0.75 correlation means they provide meaningful diversification when combined. LAVLX charges 0.98%/yr vs 0.82%/yr for LAIDX.
Performance
LAVLX vs. LAIDX - Performance Comparison
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Returns By Period
In the year-to-date period, LAVLX achieves a 12.71% return, which is significantly higher than LAIDX's 10.06% return. Over the past 10 years, LAVLX has underperformed LAIDX with an annualized return of 9.19%, while LAIDX has yielded a comparatively higher 9.75% annualized return.
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
- 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 vs. LAIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between LAVLX and LAIDX 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 LAVLX and LAIDX 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
LAVLX vs. LAIDX — Risk / Return Rank
LAVLX
LAIDX
LAVLX vs. LAIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett International Value Fund (LAIDX). 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.
| LAVLX | LAIDX | 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 | 3.15 | 2.30 | +0.85 |
| Martin ratioReturn relative to average drawdown | 11.60 | 8.24 | +3.35 |
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Drawdowns
LAVLX vs. LAIDX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, which is greater than LAIDX's maximum drawdown of -52.40%. Use the drawdown chart below to compare losses from any high point for LAVLX and LAIDX.
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Drawdown Indicators
| LAVLX | LAIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -52.40% | -8.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | -12.14% | +4.42% |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | -13.02% | -7.89% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -28.31% | +6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -42.34% | +0.18% |
Current DrawdownCurrent decline from peak | -0.73% | -1.84% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -8.11% | -11.31% | +3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 3.38% | -1.29% |
Volatility
LAVLX vs. LAIDX - Volatility Comparison
Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett International Value Fund (LAIDX) have volatilities of 4.55% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | LAIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 4.78% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 12.68% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 15.03% | -2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 15.48% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 16.73% | +2.81% |
LAVLX vs. LAIDX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than LAIDX's 0.82% expense ratio.
Dividends
LAVLX vs. LAIDX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 6.25%, more than LAIDX's 0.78% 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
LAVLX and LAIDX 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, LAVLX dropped -60.58% vs LAIDX's -52.40%.
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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