LAFFX vs. LBFFX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Convertible Fund Class F (LBFFX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. LBFFX is managed by Lord Abbett.
Performance
LAFFX vs. LBFFX - Performance Comparison
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LAFFX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | -0.95% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, LAFFX achieves a -0.95% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, LAFFX has underperformed LBFFX with an annualized return of 9.91%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
LAFFX
- 1D
- -0.30%
- 1M
- -7.20%
- YTD
- -0.95%
- 6M
- 1.59%
- 1Y
- 14.23%
- 3Y*
- 15.15%
- 5Y*
- 9.34%
- 10Y*
- 9.91%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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LAFFX vs. LBFFX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
LAFFX vs. LBFFX — Risk / Return Rank
LAFFX
LBFFX
LAFFX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Convertible Fund Class F (LBFFX). 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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.80 | -0.79 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.44 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 3.45 | -2.21 |
Martin ratioReturn relative to average drawdown | 5.72 | 12.36 | -6.64 |
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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.80 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.23 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.86 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.61 | -0.17 |
Correlation
The correlation between LAFFX and LBFFX is 0.76, 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. LBFFX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.27%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 7.27% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
LAFFX vs. LBFFX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for LAFFX and LBFFX.
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Drawdown Indicators
| LAFFX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -41.13% | -19.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -7.07% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -30.86% | +11.36% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -33.61% | -5.98% |
Current DrawdownCurrent decline from peak | -7.59% | -7.07% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -10.40% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.97% | +0.40% |
Volatility
LAFFX vs. LBFFX - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.81%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 5.98% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 12.02% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 14.39% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 12.86% | +1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 13.50% | +3.92% |