LAFFX vs. LCRYX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Core Fixed Income Fund (LCRYX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. LCRYX is managed by Lord Abbett. It was launched on Mar 16, 1998.
Performance
LAFFX vs. LCRYX - Performance Comparison
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LAFFX vs. LCRYX - 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% |
LCRYX Lord Abbett Core Fixed Income Fund | -0.64% | 7.36% | 1.33% | 5.55% | -14.16% | -0.69% | 8.21% | 8.10% | -0.28% | 3.46% |
Returns By Period
In the year-to-date period, LAFFX achieves a -0.95% return, which is significantly lower than LCRYX's -0.64% return. Over the past 10 years, LAFFX has outperformed LCRYX with an annualized return of 9.91%, while LCRYX has yielded a comparatively lower 1.64% 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%
LCRYX
- 1D
- 0.44%
- 1M
- -2.54%
- YTD
- -0.64%
- 6M
- 0.41%
- 1Y
- 3.82%
- 3Y*
- 3.42%
- 5Y*
- -0.03%
- 10Y*
- 1.64%
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LAFFX vs. LCRYX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than LCRYX's 0.34% expense ratio.
Return for Risk
LAFFX vs. LCRYX — Risk / Return Rank
LAFFX
LCRYX
LAFFX vs. LCRYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Core Fixed Income Fund (LCRYX). 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 | LCRYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.00 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.42 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.67 | -0.43 |
Martin ratioReturn relative to average drawdown | 5.72 | 4.89 | +0.83 |
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 | LCRYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.00 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | -0.01 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.34 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.74 | -0.30 |
Correlation
The correlation between LAFFX and LCRYX is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LAFFX vs. LCRYX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.27%, more than LCRYX's 4.33% 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% |
LCRYX Lord Abbett Core Fixed Income Fund | 4.33% | 4.68% | 3.96% | 4.16% | 2.43% | 1.91% | 5.45% | 2.73% | 3.27% | 2.48% | 2.56% | 2.93% |
Drawdowns
LAFFX vs. LCRYX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than LCRYX's maximum drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for LAFFX and LCRYX.
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Drawdown Indicators
| LAFFX | LCRYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -18.82% | -41.68% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -2.96% | -7.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -18.82% | -0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -18.82% | -20.77% |
Current DrawdownCurrent decline from peak | -7.59% | -3.23% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -2.85% | -6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.01% | +1.36% |
Volatility
LAFFX vs. LCRYX - Volatility Comparison
Lord Abbett Affiliated Fund (LAFFX) has a higher volatility of 3.81% compared to Lord Abbett Core Fixed Income Fund (LCRYX) at 1.58%. This indicates that LAFFX's price experiences larger fluctuations and is considered to be riskier than LCRYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | LCRYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 1.58% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 2.63% | +5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 4.40% | +10.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 5.72% | +8.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 4.77% | +12.65% |