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LAFFX: LORD ABBETT AFFILIATED FUND INC CLASS A (MUTUAL FUND)
Basic Info 17.99 0.15(0.84%) May 06
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (42%) |
Start Date: | 02/14/1980 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 1.68% |
Expenses | 1.47% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 7.2 | 23.0 | 5.6 | 7.9 | 8.2 | 10.3 | 7.0 | 6.4 | 10.5 | -9.8 | 26.8 | -1.3 | 25.3 | -7.6 | 16.2 | 17.4 | -4.2 | 12.1 | 32.2 | 15.9 | -7.8 | 14.7 | 19.4 | -37.1 | 3.7 | 17.6 | 3.4 | 12.8 | 30.9 | -18.7 | -7.9 | 15.2 | 16.9 | 6.8 | 12.8 | 10.5 | 18.3 | -4.5 | 6.6 | 4.3 | 16.6 | -11.9 | 18.1 | 7.1 | -12.1 | 10.6 | 17.0 | 1.3 | 15.7 | 19.4 | -5.6 | 4.5 |
Sharpe Ratio | NA | 1.62 | 1.66 | 0.2 | 0.29 | 0.4 | NA | NA | 0.21 | 0.52 | -0.56 | 1.94 | -0.04 | 2.03 | -0.58 | 2.23 | 1.26 | -0.28 | 1.17 | 2.79 | 1.15 | -0.3 | 0.69 | 0.54 | -0.83 | 0.05 | 1.58 | 0.13 | 1.05 | 1.75 | -0.77 | -0.58 | 0.67 | 0.9 | 0.19 | 0.52 | 0.56 | 1.17 | -0.59 | 0.47 | 0.17 | 0.94 | -1.14 | 1.11 | 0.15 | -0.46 | 0.38 | 0.97 | -0.41 | 0.71 | 0.72 | -0.92 | -0.17 |
Draw Down(%) | NA | 4.8 | 8.8 | 19.5 | 39.6 | 39.6 | NA | NA | 60.5 | 9.4 | 19.5 | 5.4 | 39.6 | 6.6 | 18.0 | 3.3 | 10.1 | 13.6 | 6.9 | 5.3 | 12.2 | 26.8 | 19.1 | 35.0 | 50.1 | 10.4 | 8.1 | 6.9 | 8.3 | 15.4 | 34.8 | 23.6 | 11.1 | 11.0 | 18.0 | 15.9 | 10.1 | 9.6 | 13.1 | 8.4 | 8.0 | 10.0 | 18.9 | 9.4 | 9.6 | 41.0 | 14.2 | 8.1 | 12.7 | 10.1 | 9.7 | 14.3 | 18.0 |
Standard Deviation(%) | NA | 9.7 | 10.4 | 15.1 | 21.3 | 17.5 | NA | NA | 18.6 | 12.0 | 19.9 | 13.8 | 37.5 | 11.8 | 15.4 | 7.0 | 13.6 | 15.2 | 10.3 | 11.5 | 13.9 | 26.6 | 21.1 | 35.7 | 45.5 | 16.1 | 9.1 | 9.5 | 11.3 | 17.3 | 25.7 | 18.0 | 16.6 | 15.2 | 18.1 | 17.8 | 12.6 | 12.4 | 12.5 | 9.7 | 11.1 | 13.7 | 15.0 | 11.2 | 16.4 | 35.3 | 16.8 | 12.2 | 13.0 | 13.5 | 16.5 | 17.0 | 17.0 |
Treynor Ratio | NA | 0.16 | 0.18 | 0.03 | 0.06 | 0.07 | NA | NA | 0.04 | 0.06 | -0.11 | 0.26 | -0.01 | 0.24 | -0.09 | 0.16 | 0.17 | -0.04 | 0.13 | 0.32 | 0.15 | -0.07 | 0.13 | 0.17 | -0.37 | 0.01 | 0.16 | 0.01 | 0.12 | 0.3 | -0.22 | -0.13 | 0.14 | 0.16 | 0.04 | 0.11 | 0.09 | 0.21 | -0.08 | 0.06 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | -0.02 | -0.04 | -0.02 | -0.02 | -0.02 | -0.03 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.97 | 1.02 | 1.03 | 1.02 | NA | NA | 0.99 | 0.97 | 1.04 | 1.04 | 1.04 | 1.01 | 0.97 | 0.96 | 1.01 | 0.98 | 0.94 | 1.02 | 1.09 | 1.1 | 1.14 | 1.12 | 1.02 | 0.93 | 0.93 | 0.87 | 1.03 | 1.0 | 0.92 | 0.82 | 0.82 | 0.84 | 0.85 | 0.83 | 0.79 | 0.7 | 0.89 | 0.8 | -0.54 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.89 | 0.92 | 0.95 | 0.97 | 0.97 | NA | NA | 0.7 | 0.93 | 0.97 | 0.92 | 0.98 | 0.97 | 0.98 | 0.93 | 0.98 | 0.99 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.97 | 0.93 | 0.93 | 0.93 | 0.96 | 0.97 | 0.86 | 0.89 | 0.85 | 0.82 | 0.63 | 0.52 | 0.22 | 0.53 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.4 | 1.8 | 4.2 | 4.3 | 6.6 | 8.7 | 6.0 | N/A | 1.8 | 6.5 | 4.7 | 1.8 | 5.2 | 9.8 | 12.2 | 8.6 | 9.3 | 7.4 | 2.4 | 1.9 | 1.2 | 1.2 | 0.6 | 1.5 | 11.9 | 8.3 | 8.3 | 3.4 | 1.7 | 4.4 | 5.2 | 10.8 | 13.6 | 1.3 | 1.9 | 2.1 | 2.4 | 2.3 | 2.4 | 3.0 | 3.4 | 3.0 | 3.9 | 3.9 | 4.3 | 4.3 | 6.3 | 5.7 | 6.1 | 7.2 | 6.3 | 5.7 |
Dividend Growth(%) | N/A | -75.0 | -77.5 | -10.2 | -56.5 | 81.2 | 0.7 | N/A | N/A | -76.9 | 70.4 | 144.8 | -57.4 | -56.1 | -18.0 | 57.5 | -20.5 | 32.5 | 280.0 | 50.0 | 42.9 | 7.7 | 160.0 | -76.2 | -88.5 | 52.9 | -1.7 | 163.0 | 142.1 | -68.9 | -24.7 | -50.3 | -18.5 | 1011.1 | -25.0 | 0.0 | 0.0 | 0.0 | -4.0 | -16.7 | 0.0 | -6.2 | -11.1 | 0.0 | -20.0 | 7.1 | -25.0 | 5.7 | 1.9 | -7.1 | 0.0 | 9.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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