Lord Abbett Affiliated Fund (LAFFX)
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large companies. A large company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index. In selecting investments, the portfolio management team focuses on U.S. companies that pay dividends and seeks to identify companies that the advisor believes have the potential for capital appreciation.
Fund Info
US5440011006
544001100
Jan 3, 1950
$1,000
Large-Cap
Value
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lord Abbett Affiliated Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Lord Abbett Affiliated Fund had a return of 23.90% year-to-date (YTD) and 30.99% in the last 12 months. Over the past 10 years, Lord Abbett Affiliated Fund had an annualized return of 4.54%, while the S&P 500 had an annualized return of 11.21%, indicating that Lord Abbett Affiliated Fund did not perform as well as the benchmark.
LAFFX
23.90%
3.77%
13.61%
30.99%
7.99%
4.54%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of LAFFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.71% | 5.01% | 4.31% | -4.27% | 3.10% | 0.29% | 3.83% | 2.32% | 1.05% | 0.82% | 23.90% | ||
| 2023 | 1.87% | -2.40% | -2.11% | 1.60% | -3.21% | 5.71% | 3.73% | -1.73% | -3.53% | -2.03% | 8.04% | 4.93% | 10.49% |
| 2022 | -4.63% | -1.81% | 2.09% | -6.39% | 1.27% | -7.06% | 6.13% | -2.67% | -7.17% | 9.33% | -0.06% | -3.45% | -14.79% |
| 2021 | -1.90% | 5.28% | 5.28% | 4.84% | 2.08% | -1.30% | 1.90% | 2.88% | -4.70% | 6.53% | -4.40% | 5.84% | 23.69% |
| 2020 | -2.98% | -10.05% | -17.43% | 10.71% | 4.08% | 0.32% | 3.47% | 4.54% | -2.71% | -2.21% | 11.81% | 2.98% | -1.29% |
| 2019 | 7.21% | 3.19% | -0.08% | 3.52% | -6.34% | 7.07% | 1.34% | -2.64% | 3.90% | 0.79% | 0.98% | 2.38% | 22.57% |
| 2018 | 4.11% | -4.44% | -1.88% | 0.13% | 0.59% | -0.22% | 4.37% | 1.87% | 0.20% | -5.23% | -5.13% | -9.32% | -14.79% |
| 2017 | 0.26% | 4.56% | -0.64% | 0.38% | 0.57% | 1.04% | 0.99% | -1.23% | 3.31% | 0.91% | -6.07% | 1.62% | 5.46% |
| 2016 | -4.82% | 0.67% | 7.00% | 1.04% | 1.38% | 0.71% | 3.39% | 0.33% | -0.02% | -1.12% | 0.67% | 1.96% | 11.32% |
| 2015 | -3.20% | 5.21% | -1.47% | 0.74% | 0.73% | -2.66% | 0.88% | -6.28% | -2.23% | 7.17% | -7.77% | -1.95% | -11.21% |
| 2014 | -3.79% | 3.94% | 2.29% | 0.69% | 1.51% | 1.74% | -1.34% | 3.28% | -1.97% | 2.27% | -1.98% | 0.26% | 6.79% |
| 2013 | 6.41% | 0.70% | 3.48% | 1.96% | 3.18% | -1.28% | 5.53% | -3.17% | 2.25% | 4.62% | 2.94% | 1.99% | 32.16% |
Expense Ratio
LAFFX features an expense ratio of 0.71%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LAFFX is 86, placing it in the top 14% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lord Abbett Affiliated Fund provided a 1.36% dividend yield over the last twelve months, with an annual payout of $0.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.30 | $0.26 | $0.29 | $0.35 | $0.33 | $0.35 | $0.37 | $0.36 | $0.35 | $0.29 |
Dividend yield | 1.36% | 1.69% | 1.93% | 1.42% | 1.92% | 2.18% | 2.48% | 2.21% | 2.43% | 2.54% | 2.16% | 1.88% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Affiliated Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.20 | |
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.26 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.29 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.35 |
| 2018 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.33 |
| 2017 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.35 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.37 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.36 |
| 2014 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.35 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.29 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lord Abbett Affiliated Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lord Abbett Affiliated Fund was 64.67%, occurring on Mar 9, 2009. Recovery took 1182 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.67% | Oct 10, 2007 | 354 | Mar 9, 2009 | 1182 | Nov 15, 2013 | 1536 |
| -42.76% | Nov 17, 1999 | 725 | Oct 9, 2002 | 895 | May 2, 2006 | 1620 |
| -40.3% | Aug 14, 1987 | 81 | Dec 4, 1987 | 1516 | Sep 27, 1993 | 1597 |
| -40.09% | Jan 29, 2018 | 541 | Mar 23, 2020 | 209 | Jan 20, 2021 | 750 |
| -23.04% | Nov 21, 2014 | 307 | Feb 11, 2016 | 264 | Mar 1, 2017 | 571 |
Volatility
Volatility Chart
The current Lord Abbett Affiliated Fund volatility is 3.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.