Back to top
Lord Abbett Affiliated Fd, Inc - Cl F: (MF: LAAFX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$19.90 USD
+0.25 (1.27%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.07 | 37 |
| 3 months | 6.58 | 42 |
| 6 months | 9.77 | 58 |
| 1 Year | 24.52 | 32 |
| 3 Year | 6.89 | 58 |
| 5 Year | 10.00 | 73 |
| 10 Year | 8.66 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.89 |
| Bull Market (2/09 - 3/21) | 543.33 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 19.38 |
| 5 Year | 8.38 |
| 10 Year | 8.20 |
| Since Inception | 6.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.27 | -0.91 | NA | NA |
| 2023 | -2.58 | 3.98 | -1.64 | 11.08 |
| 2022 | -4.36 | -11.86 | -4.01 | 11.54 |
| 2021 | 8.76 | 5.66 | -0.06 | 10.47 |
| 2020 | -27.93 | 15.61 | 5.36 | 12.64 |
| 2019 | 10.64 | 3.84 | 2.48 | 6.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.07 | 10.68 | -9.74 | 26.89 | -1.11 | 25.45 | -7.34 | 16.35 | 17.46 | -4.09 | 12.20 |
| % Total Return Rel to Index | -3.46 | -15.56 | 8.46 | -1.79 | -19.51 | -6.03 | -2.94 | -5.43 | 5.53 | -5.48 | -1.43 |
| % Total Return Rel to Peer | 1.26 | -4.59 | 1.04 | 2.54 | -9.32 | -0.18 | 0.22 | -1.05 | 6.14 | -0.87 | 3.31 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.15 | 0.30 | 0.31 | 0.29 | 0.31 | 0.36 | 0.34 | 0.37 | 0.39 | 0.38 | 0.37 |
| % Yield | 0.74 | 1.68 | 1.84 | 1.44 | 1.94 | 2.15 | 2.30 | 2.05 | 2.32 | 2.38 | 2.09 |
| Capital Gains ($) | 0.00 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 | 0.80 |
| Expense Ratio | 0.53 | 0.55 | 0.57 | 0.56 | 0.57 | 0.56 | 0.56 | 0.55 | 0.59 | 0.59 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%