LVOYX vs. VTSAX
Compare and contrast key facts about Lord Abbett Value Opportunities Fund (LVOYX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
LVOYX is managed by Lord Abbett. It was launched on Dec 30, 2005. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
LVOYX vs. VTSAX - Performance Comparison
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LVOYX vs. VTSAX - 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -3.97% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Returns By Period
In the year-to-date period, LVOYX achieves a 0.99% return, which is significantly higher than VTSAX's -3.97% return. Over the past 10 years, LVOYX has underperformed VTSAX with an annualized return of 7.71%, while VTSAX has yielded a comparatively higher 13.60% 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%
VTSAX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.71%
- 3Y*
- 17.84%
- 5Y*
- 10.48%
- 10Y*
- 13.60%
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LVOYX vs. VTSAX - Expense Ratio Comparison
LVOYX has a 0.90% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Return for Risk
LVOYX vs. VTSAX — Risk / Return Rank
LVOYX
VTSAX
LVOYX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Value Opportunities Fund (LVOYX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.98 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.50 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.51 | -0.78 |
Martin ratioReturn relative to average drawdown | 3.02 | 7.24 | -4.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LVOYX | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.98 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.61 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.74 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | 0.00 |
Correlation
The correlation between LVOYX and VTSAX 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. VTSAX - Dividend Comparison
LVOYX's dividend yield for the trailing twelve months is around 5.96%, more than VTSAX's 1.16% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.16% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
LVOYX vs. VTSAX - Drawdown Comparison
The maximum LVOYX drawdown since its inception was -46.13%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for LVOYX and VTSAX.
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Drawdown Indicators
| LVOYX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -55.33% | +9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -12.41% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -29.14% | -25.36% | -3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -39.06% | -34.97% | -4.09% |
Current DrawdownCurrent decline from peak | -6.91% | -6.22% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -9.06% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.59% | +0.82% |
Volatility
LVOYX vs. VTSAX - Volatility Comparison
Lord Abbett Value Opportunities Fund (LVOYX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 5.64% and 5.49%, 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
| LVOYX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 5.49% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 9.79% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 18.61% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 17.37% | +1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 18.39% | +1.65% |