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Lord Abbett Affiliated Fund Inc. Class A: (MF: LAFFX)
(NASDAQ Mutual Funds) As of Jun 12, 2025 08:00 PM ET
$19.41 USD
+0.06 (0.31%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.01 | 35 |
| 3 months | -1.63 | 59 |
| 6 months | -3.23 | 61 |
| 1 Year | 10.96 | 39 |
| 3 Year | 9.90 | 40 |
| 5 Year | 12.63 | 56 |
| 10 Year | 8.37 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.45 |
| Bear Market (10/07 - 2/09) | -54.99 |
| Bull Market (2/09 - 3/21) | 564.33 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.92 |
| 5 Year | 13.98 |
| 10 Year | 7.64 |
| Since Inception | 9.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.37 | NA | NA | NA |
| 2024 | 10.31 | -1.01 | 7.36 | 0.04 |
| 2023 | -2.67 | 3.95 | -1.67 | 11.06 |
| 2022 | -4.39 | -11.89 | -4.11 | 11.58 |
| 2021 | 8.73 | 5.63 | -0.10 | 10.44 |
| 2020 | -27.92 | 15.57 | 5.24 | 12.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.01 | 17.28 | 10.48 | -9.86 | 26.72 | -1.26 | 25.19 | -7.47 | 16.17 | 17.28 | -4.24 |
| % Total Return Rel to Index | 1.94 | -7.73 | -15.76 | 8.33 | -1.96 | -19.67 | -6.29 | -3.08 | -5.61 | 5.34 | -5.63 |
| % Total Return Rel to Peer | 0.76 | 1.44 | -4.79 | 0.92 | 2.38 | -9.47 | -0.44 | 0.08 | -1.23 | 5.96 | -1.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.05 | 0.32 | 0.28 | 0.29 | 0.26 | 0.29 | 0.34 | 0.32 | 0.34 | 0.37 | 0.35 |
| % Yield | 0.29 | 1.57 | 1.69 | 1.71 | 1.30 | 1.81 | 2.01 | 2.14 | 1.90 | 2.17 | 2.22 |
| Capital Gains ($) | 0.00 | 0.85 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 |
| Expense Ratio | 0.00 | 0.69 | 0.70 | 0.72 | 0.71 | 0.72 | 0.71 | 0.71 | 0.70 | 0.74 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%