LVOYX vs. LLSCX
LVOYX (Lord Abbett Value Opportunities Fund) and LLSCX (Longleaf Partners Small-Cap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, LVOYX returned 8.24%/yr vs 5.81%/yr for LLSCX. Their correlation of 0.83 means they have usually moved in the same direction. LVOYX charges 0.90%/yr vs 0.95%/yr for LLSCX.
Performance
LVOYX vs. LLSCX - Performance Comparison
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Returns By Period
In the year-to-date period, LVOYX achieves a 11.82% return, which is significantly higher than LLSCX's -3.30% return. Over the past 10 years, LVOYX has outperformed LLSCX with an annualized return of 8.24%, while LLSCX has yielded a comparatively lower 5.81% annualized return.
LVOYX
- 1D
- 0.94%
- 1M
- -1.92%
- 6M
- 6.55%
- YTD
- 11.82%
- 1Y
- 16.01%
- 3Y*
- 9.96%
- 5Y*
- 4.91%
- 10Y*
- 8.24%
- ALL TIME*
- 9.51%
LLSCX
- 1D
- -2.33%
- 1M
- 1.15%
- 6M
- -4.81%
- YTD
- -3.30%
- 1Y
- 1.06%
- 3Y*
- 5.40%
- 5Y*
- 2.00%
- 10Y*
- 5.81%
- ALL TIME*
- 9.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LVOYX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVOYX Lord Abbett Value Opportunities Fund | 11.82% | 0.87% | 13.84% | 17.03% | -21.62% | 27.23% | 15.54% | 23.05% | -12.06% | 10.18% |
LLSCX Longleaf Partners Small-Cap Fund | -3.30% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Correlation
The correlation between LVOYX and LLSCX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2005 | 0.83 |
Over the past year, the correlation between LVOYX and LLSCX has dropped to 0.53 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
LVOYX vs. LLSCX — Risk / Return Rank
LVOYX
LLSCX
LVOYX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Value Opportunities Fund (LVOYX) and Longleaf Partners Small-Cap Fund (LLSCX). 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.
| LVOYX | LLSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.99 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | -0.15 | +1.65 |
| Martin ratioReturn relative to average drawdown | 5.10 | -0.31 | +5.41 |
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Drawdowns
LVOYX vs. LLSCX - Drawdown Comparison
The maximum LVOYX drawdown since its inception was -46.13%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for LVOYX and LLSCX.
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Drawdown Indicators
| LVOYX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -63.97% | +17.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.26% | -11.44% | +2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -25.29% | -15.40% | -9.89% |
Max Drawdown (5Y)Largest decline over 5 years | -29.14% | -26.67% | -2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -39.06% | -42.23% | +3.17% |
Current DrawdownCurrent decline from peak | -3.24% | -7.56% | +4.32% |
Average DrawdownAverage peak-to-trough decline | -7.68% | -8.90% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 5.62% | -2.90% |
Volatility
LVOYX vs. LLSCX - Volatility Comparison
The current volatility for Lord Abbett Value Opportunities Fund (LVOYX) is 3.87%, while Longleaf Partners Small-Cap Fund (LLSCX) has a volatility of 5.13%. This indicates that LVOYX experiences smaller price fluctuations and is considered to be less risky than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVOYX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 5.13% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 10.29% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 13.38% | +1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.07% | 17.03% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.05% | 24.58% | -4.53% |
LVOYX vs. LLSCX - Expense Ratio Comparison
LVOYX has a 0.90% expense ratio, which is lower than LLSCX's 0.95% expense ratio.
Dividends
LVOYX vs. LLSCX - Dividend Comparison
LVOYX's dividend yield for the trailing twelve months is around 5.38%, more than LLSCX's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | 1.21% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
LVOYX Lord Abbett Value Opportunities Fund | 5.38% | 6.01% | 6.65% | 1.59% | 9.14% | 12.66% | 5.41% | 11.55% | 10.49% | 5.98% | 5.82% | 7.68% |
Frequently Asked Questions
LVOYX and LLSCX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LLSCX has higher volatility (5.13%) compared to LVOYX (3.87%). In terms of maximum drawdown, LVOYX dropped -46.13% vs LLSCX's -63.97%.
LVOYX currently has the higher Sharpe Ratio (0.93 vs -0.13), 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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