Lord Abbett Affiliated Fund Inc. Class A: (MF: LAFFX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 04:48 PM ET
$21.06 USD
+0.13 (0.62%)
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.74 | 51 |
| 3 months | 2.55 | 52 |
| 6 months | 8.40 | 48 |
| 1 Year | 15.74 | 51 |
| 3 Year | 14.47 | 46 |
| 5 Year | 11.37 | 48 |
| 10 Year | 10.31 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.45 |
| Bear Market (10/07 - 2/09) | -55.00 |
| Bull Market (2/09 - 3/21) | 631.60 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 9.44 |
| 5 Year | 10.12 |
| 10 Year | 9.70 |
| Since Inception | 9.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.37 | 6.37 | 5.69 | 2.55 |
| 2024 | 10.31 | -1.01 | 7.36 | 0.04 |
| 2023 | -2.67 | 3.95 | -1.67 | 11.06 |
| 2022 | -4.39 | -11.89 | -4.11 | 11.58 |
| 2021 | 8.73 | 5.63 | -0.10 | 10.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.74 | 17.28 | 10.48 | -9.86 | 26.72 | -1.26 | 25.19 | -7.47 | 16.17 | 17.28 |
| % Total Return Rel to Index | -2.47 | -7.73 | -15.76 | 8.33 | -1.96 | -19.67 | -6.29 | -3.08 | -5.61 | 5.34 |
| % Total Return Rel to Peer | 0.68 | 1.44 | -4.79 | 0.92 | 2.38 | -9.47 | -0.44 | 0.08 | -1.23 | 5.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.21 | 0.32 | 0.28 | 0.29 | 0.26 | 0.29 | 0.34 | 0.32 | 0.34 | 0.37 |
| % Yield | 0.97 | 1.57 | 1.64 | 1.71 | 1.30 | 1.81 | 2.01 | 2.14 | 1.90 | 2.17 |
| Capital Gains ($) | 1.28 | 0.85 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 |
| Expense Ratio | 0.69 | 0.69 | 0.70 | 0.72 | 0.71 | 0.72 | 0.71 | 0.71 | 0.70 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%
