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Lord Abbett Affiliated Fund Inc. Class C: (MF: LAFCX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$18.48 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.49 | 42 |
| 3 months | 2.74 | 64 |
| 6 months | 13.80 | 46 |
| 1 Year | 24.72 | 36 |
| 3 Year | 4.92 | 70 |
| 5 Year | 8.83 | 81 |
| 10 Year | 7.38 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 108.15 |
| Bear Market (10/07 - 2/09) | -55.41 |
| Bull Market (2/09 - 3/21) | 426.07 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 22.98 |
| 5 Year | 8.44 |
| 10 Year | 7.75 |
| Since Inception | 7.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.03 | NA | NA | NA |
| 2023 | -2.82 | 3.79 | -1.86 | 10.84 |
| 2022 | -4.55 | -12.01 | -4.28 | 11.32 |
| 2021 | 8.49 | 5.46 | -0.29 | 10.18 |
| 2020 | -28.06 | 15.36 | 5.07 | 12.40 |
| 2019 | 10.36 | 3.67 | 2.23 | 6.28 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.49 | 9.71 | -10.51 | 25.70 | -1.98 | 24.32 | -8.21 | 15.27 | 16.50 | -4.97 | 11.14 |
| % Total Return Rel to Index | -2.81 | -16.53 | 7.68 | -2.97 | -20.38 | -7.16 | -3.82 | -6.52 | 4.57 | -6.36 | -2.49 |
| % Total Return Rel to Peer | 0.48 | -5.57 | 0.27 | 1.36 | -10.19 | -1.31 | -0.65 | -2.13 | 5.18 | -1.75 | 2.25 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 5.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.03 | 0.15 | 0.17 | 0.13 | 0.18 | 0.22 | 0.17 | 0.22 | 0.26 | 0.24 | 0.23 |
| % Yield | 0.16 | 0.82 | 0.98 | 0.65 | 1.11 | 1.33 | 1.13 | 1.22 | 1.53 | 1.49 | 1.28 |
| Capital Gains ($) | 0.00 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 | 0.80 |
| Expense Ratio | 0.00 | 1.45 | 1.47 | 1.46 | 1.47 | 1.46 | 1.46 | 1.45 | 1.48 | 1.49 | 1.48 |
* 1 = Top 20%, 5 = Bottom 20%