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Lord Abbett Affiliated Fd, Inc - Cl R2: (MF: LAFQX)
(NASDAQ Mutual Funds) As of Oct 1, 2025 08:00 PM ET
$20.82 USD
-0.08 (-0.38%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.79 | 57 |
| 3 months | 6.69 | 69 |
| 6 months | 4.85 | 71 |
| 1 Year | 10.84 | 50 |
| 3 Year | 13.48 | 48 |
| 5 Year | 11.89 | 60 |
| 10 Year | 9.62 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.19 |
| Bull Market (2/09 - 3/21) | 560.26 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 14.28 |
| 5 Year | 12.97 |
| 10 Year | 8.68 |
| Since Inception | 6.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.33 | 6.26 | NA | NA |
| 2024 | 10.19 | -1.09 | 7.30 | -0.11 |
| 2023 | -2.75 | 3.92 | -1.77 | 10.93 |
| 2022 | -4.47 | -11.94 | -4.19 | 11.46 |
| 2021 | 8.68 | 5.52 | -0.18 | 10.32 |
| 2020 | -28.04 | 15.51 | 5.22 | 12.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.79 | 16.81 | 10.12 | -10.17 | 26.29 | -1.69 | 24.89 | -7.76 | 15.69 | 16.88 | -4.54 |
| % Total Return Rel to Index | -0.99 | -8.20 | -16.11 | 8.03 | -2.38 | -20.09 | -6.60 | -3.37 | -6.10 | 4.94 | -5.92 |
| % Total Return Rel to Peer | -0.26 | 0.97 | -5.15 | 0.61 | 1.95 | -9.90 | -0.75 | -0.20 | -1.71 | 5.56 | -1.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 5.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.08 | 0.25 | 0.22 | 0.23 | 0.20 | 0.23 | 0.29 | 0.26 | 0.30 | 0.31 | 0.27 |
| % Yield | 0.39 | 1.24 | 1.23 | 1.37 | 1.00 | 1.47 | 1.70 | 1.77 | 1.65 | 1.82 | 1.70 |
| Capital Gains ($) | 0.00 | 0.85 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 |
| Expense Ratio | 1.04 | 1.04 | 1.05 | 1.07 | 1.06 | 1.07 | 1.06 | 1.06 | 1.05 | 1.09 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%