LAFFX vs. LGLIX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Growth Leaders Fund (LGLIX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. LGLIX is managed by Lord Abbett. It was launched on Jun 30, 2011.
Performance
LAFFX vs. LGLIX - Performance Comparison
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LAFFX vs. LGLIX - 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% |
LGLIX Lord Abbett Growth Leaders Fund | -14.54% | 16.49% | 44.97% | 33.29% | -38.73% | 8.62% | 77.55% | 35.02% | -1.08% | 31.64% |
Returns By Period
In the year-to-date period, LAFFX achieves a -0.95% return, which is significantly higher than LGLIX's -14.54% return. Over the past 10 years, LAFFX has underperformed LGLIX with an annualized return of 9.91%, while LGLIX has yielded a comparatively higher 15.30% 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%
LGLIX
- 1D
- -1.78%
- 1M
- -9.21%
- YTD
- -14.54%
- 6M
- -17.40%
- 1Y
- 15.24%
- 3Y*
- 20.47%
- 5Y*
- 5.89%
- 10Y*
- 15.30%
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LAFFX vs. LGLIX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than LGLIX's 0.64% expense ratio.
Return for Risk
LAFFX vs. LGLIX — Risk / Return Rank
LAFFX
LGLIX
LAFFX vs. LGLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Growth Leaders Fund (LGLIX). 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 | LGLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.55 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.93 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.54 | +0.70 |
Martin ratioReturn relative to average drawdown | 5.72 | 1.66 | +4.06 |
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 | LGLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.55 | +0.46 |
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 | 0.62 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.62 | -0.19 |
Correlation
The correlation between LAFFX and LGLIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LAFFX vs. LGLIX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.27%, more than LGLIX's 2.33% 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% |
LGLIX Lord Abbett Growth Leaders Fund | 2.33% | 1.99% | 0.00% | 0.00% | 0.00% | 23.83% | 9.27% | 8.01% | 19.82% | 6.46% | 0.00% | 4.84% |
Drawdowns
LAFFX vs. LGLIX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than LGLIX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for LAFFX and LGLIX.
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Drawdown Indicators
| LAFFX | LGLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -45.95% | -14.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -21.01% | +10.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -45.95% | +26.45% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -45.95% | +6.36% |
Current DrawdownCurrent decline from peak | -7.59% | -21.01% | +13.42% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -9.38% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 6.80% | -4.43% |
Volatility
LAFFX vs. LGLIX - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.81%, while Lord Abbett Growth Leaders Fund (LGLIX) has a volatility of 7.99%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than LGLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | LGLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 7.99% | -4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 16.46% | -8.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 26.65% | -11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 25.79% | -11.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 24.65% | -7.23% |