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Lord Abbett Affiliated Fd, Inc - Cl R2: (MF: LAFQX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$18.39 USD
-0.38 (-2.03%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.98 | 41 |
| 3 months | -1.09 | 64 |
| 6 months | 8.98 | 41 |
| 1 Year | 18.77 | 35 |
| 3 Year | 5.89 | 60 |
| 5 Year | 7.84 | 79 |
| 10 Year | 7.66 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.19 |
| Bull Market (2/09 - 3/21) | 461.05 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 18.77 |
| 5 Year | 7.84 |
| 10 Year | 7.66 |
| Since Inception | 5.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.19 | -1.09 | NA | NA |
| 2023 | -2.75 | 3.92 | -1.77 | 10.93 |
| 2022 | -4.47 | -11.94 | -4.19 | 11.46 |
| 2021 | 8.68 | 5.52 | -0.18 | 10.32 |
| 2020 | -28.04 | 15.51 | 5.22 | 12.40 |
| 2019 | 10.50 | 3.72 | 2.40 | 6.40 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.98 | 10.12 | -10.17 | 26.29 | -1.69 | 24.89 | -7.76 | 15.69 | 16.88 | -4.54 | 11.60 |
| % Total Return Rel to Index | -6.31 | -16.11 | 8.03 | -2.38 | -20.09 | -6.60 | -3.37 | -6.10 | 4.94 | -5.92 | -2.03 |
| % Total Return Rel to Peer | 0.16 | -5.15 | 0.61 | 1.95 | -9.90 | -0.75 | -0.20 | -1.71 | 5.56 | -1.32 | 2.71 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 5.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.10 | 0.22 | 0.23 | 0.20 | 0.23 | 0.29 | 0.26 | 0.30 | 0.31 | 0.27 | 0.29 |
| % Yield | 0.56 | 1.22 | 1.37 | 1.00 | 1.47 | 1.70 | 1.77 | 1.65 | 1.82 | 1.70 | 1.64 |
| Capital Gains ($) | 0.00 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 | 0.80 |
| Expense Ratio | 1.03 | 1.05 | 1.07 | 1.06 | 1.07 | 1.06 | 1.06 | 1.05 | 1.09 | 1.09 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%