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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.
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Returns By Period
Lord Abbett Affiliated Fund (LAFFX) has returned -0.95% so far this year and 14.23% over the past 12 months. Over the last ten years, LAFFX has returned 9.91% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Lord Abbett Affiliated Fund
- 1D
- -0.30%
- 1M
- -7.20%
- YTD
- -0.95%
- 6M
- 1.59%
- 1Y
- 14.23%
- 3Y*
- 15.15%
- 5Y*
- 9.34%
- 10Y*
- 9.91%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1980, LAFFX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.
Historically, 61% of months were positive and 39% were negative. The best month was Oct 2011 with a return of +12.8%, while the worst month was Oct 1987 at -20.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, LAFFX closed higher 51% of trading days. The best single day was Oct 28, 2008 with a return of +11.3%, while the worst single day was Oct 19, 1987 at -20.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.49% | 2.15% | -7.20% | -0.95% | |||||||||
| 2025 | 5.10% | -0.36% | -4.16% | -1.50% | 4.19% | 3.65% | 0.96% | 2.05% | 2.58% | -0.62% | 2.70% | 0.49% | 15.75% |
| 2024 | 0.71% | 5.01% | 4.31% | -4.27% | 3.10% | 0.29% | 3.83% | 2.32% | 1.05% | 0.82% | 5.65% | -6.07% | 17.30% |
| 2023 | 1.87% | -2.40% | -2.10% | 1.60% | -3.21% | 5.71% | 3.73% | -1.73% | -3.53% | -2.03% | 8.04% | 4.94% | 10.50% |
| 2022 | -4.63% | -1.81% | 2.09% | -6.39% | 1.27% | -7.06% | 6.13% | -2.67% | -7.17% | 9.33% | 5.80% | -3.45% | -9.80% |
| 2021 | -1.90% | 5.28% | 5.28% | 4.84% | 2.08% | -1.30% | 1.90% | 2.88% | -4.70% | 6.53% | -2.01% | 5.84% | 26.77% |
Benchmark Metrics
Lord Abbett Affiliated Fund has an annualized alpha of -0.51%, beta of 0.93, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.
- This fund participated in 94.99% of S&P 500 Index downside but only 89.29% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.93 and R² of 0.85, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.51%
- Beta
- 0.93
- R²
- 0.85
- Upside Capture
- 89.29%
- Downside Capture
- 94.99%
Expense Ratio
LAFFX has an expense ratio of 0.71%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LAFFX ranks 53 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and compare them to a chosen benchmark (S&P 500 Index).
| LAFFX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.90 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.39 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.40 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.72 | 6.61 | -0.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LAFFX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Lord Abbett Affiliated Fund provided a 7.27% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.44 | $1.50 | $1.18 | $0.28 | $1.22 | $0.72 | $0.29 | $0.68 | $1.55 | $1.89 | $1.19 | $1.51 |
Dividend yield | 7.27% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.33 | $1.50 |
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.85 | $0.12 | $1.18 |
| 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 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.92 | $0.07 | $1.22 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.45 | $0.08 | $0.72 |
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.
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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 60.50%, occurring on Mar 9, 2009. Recovery took 1053 trading sessions.
The current Lord Abbett Affiliated Fund drawdown is 7.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.5% | Oct 10, 2007 | 355 | Mar 9, 2009 | 1053 | May 14, 2013 | 1408 |
| -41.01% | Aug 14, 1987 | 79 | Dec 4, 1987 | 1031 | Jan 3, 1992 | 1110 |
| -39.59% | Feb 13, 2020 | 27 | Mar 23, 2020 | 203 | Jan 11, 2021 | 230 |
| -37.72% | Dec 29, 2000 | 444 | Oct 9, 2002 | 337 | Feb 11, 2004 | 781 |
| -29.83% | Nov 14, 1980 | 441 | Aug 13, 1982 | 173 | Apr 20, 1983 | 614 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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