Correlation
The correlation between LVOYX and VTSAX is 0.89, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LVOYX or VTSAX.
Performance
LVOYX vs. VTSAX - Performance Comparison
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Key characteristics
LVOYX:
-0.07
VTSAX:
0.67
LVOYX:
-0.02
VTSAX:
0.99
LVOYX:
1.00
VTSAX:
1.14
LVOYX:
-0.10
VTSAX:
0.64
LVOYX:
-0.28
VTSAX:
2.39
LVOYX:
8.80%
VTSAX:
5.17%
LVOYX:
21.17%
VTSAX:
20.09%
LVOYX:
-46.13%
VTSAX:
-55.34%
LVOYX:
-14.53%
VTSAX:
-3.91%
Returns By Period
In the year-to-date period, LVOYX achieves a -7.13% return, which is significantly lower than VTSAX's 0.53% return. Over the past 10 years, LVOYX has underperformed VTSAX with an annualized return of 6.42%, while VTSAX has yielded a comparatively higher 12.12% annualized return.
LVOYX
-7.13%
2.63%
-14.03%
-1.55%
4.62%
9.53%
6.42%
VTSAX
0.53%
6.35%
-2.51%
13.80%
13.42%
15.23%
12.12%
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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.
Risk-Adjusted Performance
LVOYX vs. VTSAX — Risk-Adjusted Performance Rank
LVOYX
VTSAX
LVOYX vs. VTSAX - Risk-Adjusted Performance 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.
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Dividends
LVOYX vs. VTSAX - Dividend Comparison
LVOYX's dividend yield for the trailing twelve months is around 7.16%, more than VTSAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVOYX Lord Abbett Value Opportunities Fund | 7.16% | 6.65% | 1.59% | 9.14% | 12.89% | 5.41% | 11.55% | 10.84% | 6.23% | 5.82% | 7.69% | 14.27% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.28% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
LVOYX vs. VTSAX - Drawdown Comparison
The maximum LVOYX drawdown since its inception was -46.13%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for LVOYX and VTSAX.
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Volatility
LVOYX vs. VTSAX - Volatility Comparison
Lord Abbett Value Opportunities Fund (LVOYX) has a higher volatility of 5.25% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.96%. This indicates that LVOYX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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