LAFFX vs. LAVLX

In the year-to-date period, LAFFX achieves a 1.50% return, which is significantly higher than LAVLX's -4.62% return. Over the past 10 years, LAFFX has outperformed LAVLX with an annualized return of 8.26%, while LAVLX has yielded a comparatively lower 6.12% annualized return.

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LAFFX has a 0.71% expense ratio, which is lower than LAVLX's 0.98% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Mid Cap Stock Fund (LAVLX). 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.

The current LAFFX Sharpe Ratio is 0.60, which is higher than the LAVLX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of LAFFX and LAVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LAFFX's dividend yield for the trailing twelve months is around 6.20%, less than LAVLX's 10.17% yield.

The maximum LAFFX drawdown since its inception was -60.50%, roughly equal to the maximum LAVLX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for LAFFX and LAVLX.

The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.34%, while Lord Abbett Mid Cap Stock Fund (LAVLX) has a volatility of 4.65%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than LAVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.