- ISIN
- US5440011006
- CUSIP
- 544001100
- Issuer
- Lord Abbett
- Inception Date
- Jan 3, 1950
- Category
- Large Cap Value Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
LAFFX Performance Chart
Lord Abbett Affiliated Fund (LAFFX) is up 11.3% since the beginning of the year. LAFFX is currently trading at $22 per share. Investors who bought $1,000 worth of LAFFX shares 5 years ago would now be looking at an investment worth $1,709.
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Returns By Period
Lord Abbett Affiliated Fund (LAFFX) has returned 11.33% so far this year and 24.64% over the past 12 months. Over the last ten years, LAFFX has returned 10.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Lord Abbett Affiliated Fund
- 1D
- 0.31%
- 1M
- 3.29%
- YTD
- 11.33%
- 6M
- 10.92%
- 1Y
- 24.64%
- 3Y*
- 18.60%
- 5Y*
- 11.31%
- 10Y*
- 10.94%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LAFFX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, LAFFX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 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% | -5.19% | 6.61% | 0.79% | 2.39% | 11.33% | ||||||
| 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 -0.54%, beta of 0.93, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participated in 94.68% of S&P 500 Index downside but only 88.83% 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
- -0.54%
- Beta
- 0.93
- R²
- 0.85
- Upside Capture
- 88.83%
- Downside Capture
- 94.68%
Expense Ratio
LAFFX has an expense ratio of 0.71%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LAFFX ranks 74 for risk / return — better than 74% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LAFFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.26 | 2.78 | +0.48 |
| Martin ratioReturn relative to average drawdown | 13.66 | 12.44 | +1.22 |
Dividends
Dividend History
Lord Abbett Affiliated Fund provided a 6.46% 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 | 6.46% | 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 | $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 0.40%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -60.50%Mar 2009 | 1y 5mo | 4y 2mo | 5y 7moOct 2007 - May 2013 |
Black Monday1987 | -41.01%Dec 1987 | 3mo 22d | 4y 1mo | 4y 4moAug 1987 - Jan 1992 |
COVID crash2020 | -39.59%Mar 2020 | 1mo 9d | 9mo 24d | 11mo 3dFeb 2020 - Jan 2021 |
Dot-com crash2000–2002 | -37.72%Oct 2002 | 1y 9mo | 1y 4mo | 3y 1moDec 2000 - Feb 2004 |
1982 bear market1982 | -29.83%Aug 1982 | 1y 9mo | 8mo 10d | 2y 5moNov 1980 - Apr 1983 |
Drawdown Indicators
| LAFFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -56.78% | -3.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.59% | -9.10% | +1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -15.38% | -18.90% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -25.43% | +5.93% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -33.92% | -5.67% |
Current DrawdownCurrent decline from peak | -0.40% | -1.80% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -10.71% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 2.03% | -0.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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