LVOYX vs. LAVLX
Compare and contrast key facts about Lord Abbett Value Opportunities Fund (LVOYX) and Lord Abbett Mid Cap Stock Fund (LAVLX).
LVOYX is managed by Lord Abbett. It was launched on Dec 30, 2005. LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983.
Performance
LVOYX vs. LAVLX - Performance Comparison
Loading graphics...
LVOYX vs. LAVLX - 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% |
LAVLX Lord Abbett Mid Cap Stock Fund | 0.27% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
Returns By Period
In the year-to-date period, LVOYX achieves a 0.99% return, which is significantly higher than LAVLX's 0.27% return. Both investments have delivered pretty close results over the past 10 years, with LVOYX having a 7.71% annualized return and LAVLX not far ahead at 7.96%.
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%
LAVLX
- 1D
- 2.17%
- 1M
- -5.71%
- YTD
- 0.27%
- 6M
- 2.35%
- 1Y
- 11.53%
- 3Y*
- 12.04%
- 5Y*
- 7.25%
- 10Y*
- 7.96%
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. LAVLX - Expense Ratio Comparison
LVOYX has a 0.90% expense ratio, which is lower than LAVLX's 0.98% expense ratio.
Return for Risk
LVOYX vs. LAVLX — Risk / Return Rank
LVOYX
LAVLX
LVOYX vs. LAVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Value Opportunities Fund (LVOYX) 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.
| LVOYX | LAVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.69 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.06 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.94 | -0.21 |
Martin ratioReturn relative to average drawdown | 3.02 | 4.03 | -1.01 |
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 | LAVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.69 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.42 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.41 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.58 | -0.13 |
Correlation
The correlation between LVOYX and LAVLX is 0.96, 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. LAVLX - Dividend Comparison
LVOYX's dividend yield for the trailing twelve months is around 5.96%, less than LAVLX's 7.02% 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% |
LAVLX Lord Abbett Mid Cap Stock Fund | 7.02% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
Drawdowns
LVOYX vs. LAVLX - Drawdown Comparison
The maximum LVOYX drawdown since its inception was -46.13%, smaller than the maximum LAVLX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for LVOYX and LAVLX.
Loading graphics...
Drawdown Indicators
| LVOYX | LAVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -60.58% | +14.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -13.09% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -29.14% | -21.76% | -7.38% |
Max Drawdown (10Y)Largest decline over 10 years | -39.06% | -42.16% | +3.10% |
Current DrawdownCurrent decline from peak | -6.91% | -5.71% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -8.14% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 3.07% | +0.34% |
Volatility
LVOYX vs. LAVLX - Volatility Comparison
Lord Abbett Value Opportunities Fund (LVOYX) has a higher volatility of 5.64% compared to Lord Abbett Mid Cap Stock Fund (LAVLX) at 4.80%. This indicates that LVOYX'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.
Loading graphics...
Volatility by Period
| LVOYX | LAVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 4.80% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 9.02% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 17.28% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 17.32% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 19.53% | +0.51% |