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Lord Abbett Affiliated Fund Inc. Class A: (MF: LAFFX)
(NASDAQ Mutual Funds) As of May 20, 2022 08:00 PM ET
$15.95 USD
+0.05 (0.31%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2022
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.50 | 63 |
| 3 months | -6.15 | 58 |
| 6 months | -7.21 | 58 |
| 1 Year | -0.51 | 60 |
| 3 Year | 7.00 | 89 |
| 5 Year | 7.58 | 81 |
| 10 Year | 10.09 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.45 |
| Bear Market (10/07 - 2/09) | -54.99 |
| Bull Market (2/09 - 9/19) | 441.17 |
Load Adjusted Returns as of Apr 30, 2022
| 1 Year | 5.36 |
| 5 Year | 7.88 |
| 10 Year | 10.04 |
| Since Inception | 9.88 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2022 | -4.39 | NA | NA | NA |
| 2021 | 8.73 | 5.63 | -0.10 | 10.44 |
| 2020 | -27.92 | 15.57 | 5.24 | 12.61 |
| 2019 | 10.53 | 3.81 | 2.51 | 6.43 |
| 2018 | -2.38 | 0.49 | 6.52 | -11.46 |
| 2017 | 4.16 | 1.99 | 3.04 | 6.11 |
Annual Return
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.50 | 26.72 | -1.26 | 25.19 | -7.47 | 16.17 | 17.28 | -4.24 | 12.04 | 32.15 | 15.89 |
| % Total Return Rel to Index | 2.50 | -1.96 | -19.67 | -6.29 | -3.08 | -5.61 | 5.34 | -5.63 | -1.60 | -0.22 | -0.09 |
| % Total Return Rel to Peer | -1.99 | 2.38 | -9.47 | -0.44 | 0.08 | -1.23 | 5.96 | -1.02 | 3.15 | 3.19 | 1.89 |
| % Perf Quintile vs Peer* | 4.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.06 | 0.26 | 0.29 | 0.34 | 0.32 | 0.34 | 0.37 | 0.35 | 0.35 | 0.29 | 0.18 |
| % Yield | 1.54 | 1.30 | 1.81 | 2.01 | 2.14 | 1.90 | 2.17 | 2.22 | 1.94 | 1.76 | 1.48 |
| Capital Gains ($) | 0.00 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 | 0.80 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.71 | 0.72 | 0.71 | 0.71 | 0.70 | 0.74 | 0.74 | 0.74 | 0.84 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%