LAFFX vs. LADYX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Developing Growth Fund Class I (LADYX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
LAFFX vs. LADYX - Performance Comparison
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LAFFX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 1.20% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Returns By Period
In the year-to-date period, LAFFX achieves a 1.20% return, which is significantly higher than LADYX's -0.44% return. Over the past 10 years, LAFFX has underperformed LADYX with an annualized return of 10.15%, while LADYX has yielded a comparatively higher 12.28% annualized return.
LAFFX
- 1D
- 2.17%
- 1M
- -5.28%
- YTD
- 1.20%
- 6M
- 4.19%
- 1Y
- 16.39%
- 3Y*
- 15.98%
- 5Y*
- 9.60%
- 10Y*
- 10.15%
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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LAFFX vs. LADYX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than LADYX's 0.67% expense ratio.
Return for Risk
LAFFX vs. LADYX — Risk / Return Rank
LAFFX
LADYX
LAFFX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Developing Growth Fund Class I (LADYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LAFFX | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.36 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.91 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.53 | -0.91 |
Martin ratioReturn relative to average drawdown | 7.39 | 9.13 | -1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAFFX | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.36 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | -0.07 | +0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.46 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.35 | +0.09 |
Correlation
The correlation between LAFFX and LADYX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LAFFX vs. LADYX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.11%, while LADYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 7.11% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
Drawdowns
LAFFX vs. LADYX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, roughly equal to the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for LAFFX and LADYX.
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Drawdown Indicators
| LAFFX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -60.18% | -0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -14.67% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -50.98% | +31.48% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -54.05% | +14.46% |
Current DrawdownCurrent decline from peak | -5.59% | -20.61% | +15.02% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -20.22% | +11.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 4.07% | -1.67% |
Volatility
LAFFX vs. LADYX - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 4.55%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 12.64% | -8.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 20.98% | -12.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 28.61% | -13.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 27.53% | -12.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 27.00% | -9.56% |