LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX)

Basic Info 18.31 0.12(0.66%)
May 24

LORD ABBETT AFFILIATED FUND INC CLASS A started on 02/14/1980
LORD ABBETT AFFILIATED FUND INC CLASS A is classified as asset class LARGE VALUE
LORD ABBETT AFFILIATED FUND INC CLASS A expense ratio is 1.47%
LORD ABBETT AFFILIATED FUND INC CLASS A rating is
(42%)

LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) Dividend Info

LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) dividend growth in the last 12 months is -77.50%

The trailing 12-month yield of LORD ABBETT AFFILIATED FUND INC CLASS A is 1.87%. its dividend history:

DateDividend
03/27/2024 0.0672
12/27/2023 0.0762
09/28/2023 0.0597
06/29/2023 0.0738
03/30/2023 0.0744
12/28/2022 0.0728
11/22/2022 0.9232
09/29/2022 0.0736
06/29/2022 0.0866
03/30/2022 0.0649
12/29/2021 0.0794
11/23/2021 0.4534
09/29/2021 0.0735
06/29/2021 0.0598
03/30/2021 0.0513
12/29/2020 0.063
09/29/2020 0.07
06/30/2020 0.08
03/27/2020 0.08
12/27/2019 0.09
11/21/2019 0.336
09/27/2019 0.085
06/28/2019 0.082
03/29/2019 0.088
12/27/2018 0.0757
11/20/2018 1.2227
09/28/2018 0.0815
06/29/2018 0.086
03/29/2018 0.083
12/29/2017 0.084
11/21/2017 1.541
09/29/2017 0.091
06/30/2017 0.0871
03/31/2017 0.088
12/30/2016 0.107
11/22/2016 0.817
09/30/2016 0.086
06/30/2016 0.083
03/31/2016 0.096
12/31/2015 0.089
11/24/2015 1.146
09/30/2015 0.092
06/30/2015 0.091
03/31/2015 0.087
12/31/2014 0.094
11/21/2014 0.804
09/30/2014 0.091
06/27/2014 0.082
03/28/2014 0.085
12/31/2013 0.116
09/27/2013 0.077
06/28/2013 0.051
03/28/2013 0.048
12/28/2012 0.055
09/28/2012 0.05
06/29/2012 0.046
03/30/2012 0.039
12/30/2011 0.041
09/30/2011 0.035
06/30/2011 0.032
03/31/2011 0.027
12/17/2010 0.028
09/30/2010 0.023
06/30/2010 0.017
04/30/2010 0.044
03/31/2010 0.024
12/30/2009 0.017
05/15/2009 0.005
02/13/2009 0.026
12/23/2008 0.026
11/21/2008 0.052
08/15/2008 0.052
05/16/2008 0.052
02/15/2008 0.026
12/21/2007 0.026
11/20/2007 1.662
08/17/2007 0.052
05/18/2007 0.052
02/16/2007 0.026
12/21/2006 0.025
11/21/2006 1.052
08/17/2006 0.05
05/18/2006 0.05
02/10/2006 0.025
12/20/2005 0.025
11/22/2005 1.066
08/18/2005 0.05
05/19/2005 0.05
02/11/2005 0.025
12/21/2004 0.025
11/23/2004 0.3
08/31/2004 0.023
08/20/2004 0.05
05/21/2004 0.05
02/12/2004 0.025
12/19/2003 0.025
11/25/2003 0.052
08/21/2003 0.05
05/22/2003 0.05
02/14/2003 0.025
12/20/2002 0.025
11/20/2002 0.462
08/22/2002 0.05
05/23/2002 0.05
02/15/2002 0.03
12/20/2001 0.03
11/21/2001 0.626
08/22/2001 0.06
05/23/2001 0.06
02/15/2001 0.03
12/21/2000 0.03
11/21/2000 1.451
08/17/2000 0.06
05/17/2000 0.06
02/15/2000 0.03
12/23/1999 0.03
11/18/1999 1.82
08/19/1999 0.06
05/19/1999 0.06
02/11/1999 0.03
12/23/1998 0.03
08/13/1998 0.06
05/05/1998 0.06
02/09/1998 0.03
12/23/1997 0.04
08/14/1997 0.075
05/07/1997 0.075
02/12/1997 0.035
12/27/1996 0.04
08/15/1996 0.075
05/08/1996 0.075
02/14/1996 0.035
12/28/1995 0.04
08/17/1995 0.075
05/10/1995 0.075
02/15/1995 0.035
12/29/1994 0.04
08/19/1994 0.08
05/13/1994 0.08
02/17/1994 0.04
12/29/1993 0.04
08/20/1993 0.08
05/20/1993 0.09
02/23/1993 0.04
12/29/1992 0.05
08/14/1992 0.1
05/14/1992 0.1
02/14/1992 0.05
12/27/1991 0.05
08/16/1991 0.1
05/09/1991 0.1
02/14/1991 0.05
12/26/1990 0.05
08/17/1990 0.11
05/17/1990 0.11
02/21/1990 0.05
12/28/1989 0.06
08/18/1989 0.12
05/11/1989 0.12
02/09/1989 0.06
12/29/1988 0.06
08/11/1988 0.12
05/12/1988 0.12
02/11/1988 0.06
12/30/1987 0.06
08/13/1987 0.13
05/14/1987 0.13
02/12/1987 0.13
08/14/1986 0.14
05/15/1986 0.14
02/13/1986 0.14
11/15/1985 0.14
08/16/1985 0.14
05/10/1985 0.14
02/15/1985 0.14
11/16/1984 0.14
08/10/1984 0.13
05/11/1984 0.13
02/10/1984 0.13
11/11/1983 0.13
08/12/1983 0.13
05/13/1983 0.13
02/11/1983 0.13
11/12/1982 0.14
08/13/1982 0.14
05/14/1982 0.14
02/12/1982 0.14
11/13/1981 0.14
08/14/1981 0.14
05/15/1981 0.14
02/13/1981 0.14
11/14/1980 0.14
08/15/1980 0.13
05/16/1980 0.12
02/15/1980 0.12

Dividend Growth History for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.2841 1.84% -76.73% -
2022 $1.2211 6.60% 70.21% -76.73%
2021 $0.7174 4.79% 144.85% -37.07%
2020 $0.293 1.85% -56.98% -1.02%
2019 $0.681 5.17% -56.03% -19.63%
2018 $1.5489 9.75% -18.10% -28.77%
2017 $1.8911 12.23% 59.05% -27.09%
2016 $1.189 8.52% -21.00% -18.50%
2015 $1.505 9.24% 30.19% -18.81%
2014 $1.156 7.49% 295.89% -14.44%
2013 $0.292 2.37% 53.68% -0.27%
2012 $0.19 1.76% 40.74% 3.72%
2011 $0.135 1.15% -0.74% 6.40%
2010 $0.136 1.30% 183.33% 5.83%
2009 $0.048 0.54% -76.92% 13.54%
2008 $0.208 1.51% -88.56% 2.10%
2007 $1.818 11.93% 51.25% -10.95%
2006 $1.202 8.42% -1.15% -8.13%
2005 $1.216 8.30% 157.08% -7.76%
2004 $0.473 3.50% 134.16% -2.65%
2003 $0.202 1.86% -67.26% 1.72%
2002 $0.617 4.49% -23.45% -3.63%
2001 $0.806 5.22% -50.58% -4.63%
2000 $1.631 10.85% -18.45% -7.32%
1999 $2 13.55% 1,011.11% -7.81%
1998 $0.18 1.28% -20.00% 1.84%
1997 $0.225 1.80% 0.00% 0.90%
1996 $0.225 1.93% 0.00% 0.87%
1995 $0.225 2.26% -6.25% 0.84%
1994 $0.24 2.26% -4.00% 0.58%
1993 $0.25 2.44% -16.67% 0.43%
1992 $0.3 2.96% 0.00% -0.18%
1991 $0.3 3.38% -6.25% -0.17%
1990 $0.32 3.00% -11.11% -0.36%
1989 $0.36 3.94% 0.00% -0.69%
1988 $0.36 3.90% -20.00% -0.67%
1987 $0.45 4.29% 7.14% -1.27%
1986 $0.42 4.26% -25.00% -1.05%
1985 $0.56 6.30% 5.66% -1.77%
1984 $0.53 5.65% 1.92% -1.59%
1983 $0.52 6.14% -7.14% -1.50%
1982 $0.56 7.20% 0.00% -1.64%
1981 $0.56 6.33% 9.80% -1.60%
1980 $0.51 5.72% - -1.35%

Dividend Growth Chart for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX)


LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) Historical Returns And Risk Info

From 01/03/1986 to 05/24/2024, the compound annualized total return (dividend reinvested) of LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is 6.477%. Its cumulative total return (dividend reinvested) is 1,012.853%.

From 01/03/1986 to 05/24/2024, the Maximum Drawdown of LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is 60.5%.

From 01/03/1986 to 05/24/2024, the Sharpe Ratio of LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is 0.21.

From 01/03/1986 to 05/24/2024, the Annualized Standard Deviation of LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is 18.6%.

From 01/03/1986 to 05/24/2024, the Beta of LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is 0.99.

Last 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(%) -1.1 9.1 25.6 6.1 9.0 8.4 10.8 7.2 6.5 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 2.13 2.14 0.25 0.35 0.41 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 9.6 10.2 15.0 21.3 17.6 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 0.21 0.22 0.04 0.07 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 0.01 0.01 0.0 -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 1.0 0.98 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
RSquare NA 0.89 0.91 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 1.9 4.3 4.4 6.5 8.9 6.1 N/A 1.8 6.6 4.8 1.9 5.2 9.7 12.2 8.5 9.2 7.5 2.4 1.8 1.1 1.3 0.5 1.5 11.9 8.4 8.3 3.5 1.9 4.5 5.2 10.9 13.6 1.3 1.8 1.9 2.3 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 -76.3 -77.5 -10.1 -56.5 82.8 1.3 N/A N/A -76.7 70.2 144.8 -57.0 -56.0 -18.1 59.0 -21.0 30.2 295.9 53.7 40.7 -0.7 183.3 -76.9 -88.6 51.2 -1.2 157.1 134.2 -67.3 -23.4 -50.6 -18.4 1011.1 -20.0 0.0 0.0 -6.2 -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

Return Calculator for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX)

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LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) Historical Return Chart

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LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/03/1986 to 05/24/2024, the worst annualized return of 3-year rolling returns for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is -17.91%.
From 01/03/1986 to 05/24/2024, the worst annualized return of 5-year rolling returns for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is -8.21%.
From 01/03/1986 to 05/24/2024, the worst annualized return of 10-year rolling returns for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is -1.17%.
From 01/03/1986 to 05/24/2024, the worst annualized return of 20-year rolling returns for LORD ABBETT AFFILIATED FUND INC CLASS A (LAFFX) is 2.87%.

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