Find A Portfolio/Ticker
Comparison Box
LAETX: Lord Abbett Affiliated Fund Inc (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/31/2017 |
Last Dividend Date: | 06/29/2018 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 07/10/2018 |
2018 | 2017 | |
---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.1 | 0.9 | 8.3 |
Sharpe Ratio | NA | 0.39 | 0.56 | -0.03 | 3.07 |
Draw Down(%) | NA | 10.4 | 10.4 | 10.4 | 2.6 |
Standard Deviation(%) | NA | 11.7 | 10.7 | 12.1 | 6.6 |
Treynor Ratio | NA | 0.07 | 0.09 | 0.0 | 0.23 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.65 | 0.66 | 0.63 | 0.87 |
RSquared | NA | 0.63 | 0.65 | 0.63 | 0.79 |
Yield(%) | N/A | 10.7 | N/A | 1.1 | 10.6 |
Dividend Growth(%) | N/A | N/A | N/A | -90.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |