LVOYX vs. KMVAX
Compare and contrast key facts about Lord Abbett Value Opportunities Fund (LVOYX) and Kirr Marbach Partners Value Fund (KMVAX).
LVOYX is managed by Lord Abbett. It was launched on Dec 30, 2005. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
LVOYX vs. KMVAX - Performance Comparison
Loading graphics...
LVOYX vs. KMVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVOYX Lord Abbett Value Opportunities Fund | 0.99% | 0.87% | 13.84% | 17.03% | -21.62% | 27.23% | 15.54% | 23.05% | -12.06% | 10.18% |
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
Returns By Period
In the year-to-date period, LVOYX achieves a 0.99% return, which is significantly lower than KMVAX's 1.97% return. Over the past 10 years, LVOYX has underperformed KMVAX with an annualized return of 7.71%, while KMVAX has yielded a comparatively higher 10.26% annualized return.
LVOYX
- 1D
- 2.59%
- 1M
- -6.33%
- YTD
- 0.99%
- 6M
- 1.57%
- 1Y
- 9.46%
- 3Y*
- 9.33%
- 5Y*
- 3.54%
- 10Y*
- 7.71%
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LVOYX vs. KMVAX - Expense Ratio Comparison
LVOYX has a 0.90% expense ratio, which is lower than KMVAX's 1.45% expense ratio.
Return for Risk
LVOYX vs. KMVAX — Risk / Return Rank
LVOYX
KMVAX
LVOYX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Value Opportunities Fund (LVOYX) and Kirr Marbach Partners Value Fund (KMVAX). 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.
| LVOYX | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.20 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.79 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 2.17 | -1.44 |
Martin ratioReturn relative to average drawdown | 3.02 | 6.23 | -3.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LVOYX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.20 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.63 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.51 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.40 | +0.04 |
Correlation
The correlation between LVOYX and KMVAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LVOYX vs. KMVAX - Dividend Comparison
LVOYX's dividend yield for the trailing twelve months is around 5.96%, more than KMVAX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVOYX Lord Abbett Value Opportunities Fund | 5.96% | 6.01% | 6.65% | 1.59% | 9.14% | 12.66% | 5.41% | 11.55% | 10.49% | 5.98% | 5.82% | 7.68% |
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
LVOYX vs. KMVAX - Drawdown Comparison
The maximum LVOYX drawdown since its inception was -46.13%, smaller than the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for LVOYX and KMVAX.
Loading graphics...
Drawdown Indicators
| LVOYX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -65.81% | +19.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -11.33% | -2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -29.14% | -24.84% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | -39.06% | -45.41% | +6.35% |
Current DrawdownCurrent decline from peak | -6.91% | -6.82% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -10.04% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 3.95% | -0.54% |
Volatility
LVOYX vs. KMVAX - Volatility Comparison
The current volatility for Lord Abbett Value Opportunities Fund (LVOYX) is 5.64%, while Kirr Marbach Partners Value Fund (KMVAX) has a volatility of 6.55%. This indicates that LVOYX experiences smaller price fluctuations and is considered to be less risky than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LVOYX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 6.55% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 12.31% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 20.21% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 18.30% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 20.10% | -0.06% |