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Lord Abbett Affiliated Fd, Inc - Cl R3: (MF: LAFRX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$18.36 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.75 | 37 |
| 3 months | 2.89 | 63 |
| 6 months | 14.12 | 42 |
| 1 Year | 25.37 | 34 |
| 3 Year | 5.44 | 65 |
| 5 Year | 9.38 | 77 |
| 10 Year | 7.93 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.14 |
| Bull Market (2/09 - 3/21) | 468.83 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 24.82 |
| 5 Year | 8.97 |
| 10 Year | 8.30 |
| Since Inception | 6.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.18 | NA | NA | NA |
| 2023 | -2.66 | 3.87 | -1.73 | 10.99 |
| 2022 | -4.45 | -11.89 | -4.18 | 11.44 |
| 2021 | 8.66 | 5.56 | -0.10 | 10.31 |
| 2020 | -27.98 | 15.50 | 5.25 | 12.45 |
| 2019 | 10.54 | 3.74 | 2.38 | 6.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.75 | 10.26 | -10.11 | 26.40 | -1.54 | 24.97 | -7.66 | 15.85 | 17.03 | -4.40 | 11.72 |
| % Total Return Rel to Index | -2.55 | -15.97 | 8.09 | -2.28 | -19.94 | -6.51 | -3.27 | -5.94 | 5.09 | -5.79 | -1.92 |
| % Total Return Rel to Peer | 0.74 | -5.01 | 0.67 | 2.06 | -9.75 | -0.66 | -0.10 | -1.55 | 5.70 | -1.19 | 2.83 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.05 | 0.24 | 0.25 | 0.21 | 0.25 | 0.30 | 0.28 | 0.31 | 0.33 | 0.32 | 0.31 |
| % Yield | 0.29 | 1.31 | 1.46 | 1.09 | 1.59 | 1.80 | 1.89 | 1.71 | 1.98 | 2.01 | 1.74 |
| Capital Gains ($) | 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 | 0.95 | 0.97 | 0.96 | 0.97 | 0.96 | 0.96 | 0.93 | 0.97 | 0.98 | 0.98 |
* 1 = Top 20%, 5 = Bottom 20%