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Lord Abbett Affiliated Fd Inc. Cl P: (MF: LAFPX)
(NASDAQ Mutual Funds) As of Sep 10, 2024 08:00 PM ET
$18.81 USD
-0.03 (-0.16%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.29 | 37 |
| 3 months | 7.38 | 50 |
| 6 months | 12.55 | 37 |
| 1 Year | 19.24 | 31 |
| 3 Year | 6.72 | 60 |
| 5 Year | 8.54 | 78 |
| 10 Year | 8.46 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 114.11 |
| Bear Market (10/07 - 2/09) | -55.12 |
| Bull Market (2/09 - 3/21) | 503.22 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 18.90 |
| 5 Year | 8.00 |
| 10 Year | 7.90 |
| Since Inception | 6.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.21 | -1.06 | NA | NA |
| 2023 | -2.66 | 3.90 | -1.72 | 10.96 |
| 2022 | -4.39 | -11.90 | -4.16 | 11.48 |
| 2021 | 8.69 | 5.59 | -0.15 | 10.34 |
| 2020 | -27.96 | 15.45 | 5.27 | 12.49 |
| 2019 | 10.49 | 3.76 | 2.46 | 6.39 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.29 | 10.28 | -10.02 | 26.46 | -1.49 | 25.00 | -7.61 | 16.12 | 17.31 | -4.19 | 11.96 |
| % Total Return Rel to Index | -3.41 | -15.96 | 8.18 | -2.21 | -19.89 | -6.48 | -3.21 | -5.67 | 5.37 | -5.58 | -1.67 |
| % Total Return Rel to Peer | 0.99 | -5.00 | 0.76 | 2.12 | -9.70 | -0.64 | -0.04 | -1.28 | 5.98 | -0.98 | 3.07 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 4.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.12 | 0.25 | 0.26 | 0.23 | 0.26 | 0.31 | 0.30 | 0.34 | 0.37 | 0.35 | 0.33 |
| % Yield | 0.62 | 1.39 | 1.56 | 1.18 | 1.69 | 1.90 | 2.09 | 1.96 | 2.24 | 2.29 | 1.93 |
| Capital Gains ($) | 0.00 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 | 0.80 |
| Expense Ratio | 0.88 | 0.90 | 0.92 | 0.91 | 0.92 | 0.91 | 0.79 | 0.71 | 0.74 | 0.74 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%