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LAFSX: L Abbett Affiliated Fund Inc Class R4 (MUTUAL FUND)
Basic Info 17.7 0.05(0.28%) April 16
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 07/01/2015 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 1.68% |
Expenses | 1.47% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.4 | 5.6 | 18.6 | 6.2 | 7.8 | 7.6 | 10.6 | -9.8 | 26.7 | -1.3 | 25.3 | -7.6 | 16.1 | 17.4 | -4.1 |
Sharpe Ratio | NA | 2.21 | 1.6 | 0.28 | 0.3 | 0.39 | 0.53 | -0.56 | 1.99 | -0.04 | 2.02 | -0.57 | 2.23 | 1.27 | -0.45 |
Draw Down(%) | NA | 3.4 | 8.8 | 19.5 | 39.6 | 39.6 | 9.5 | 19.5 | 5.4 | 39.6 | 6.6 | 18.0 | 3.2 | 10.1 | 12.3 |
Standard Deviation(%) | NA | 9.8 | 10.5 | 15.0 | 21.3 | 18.3 | 11.9 | 20.0 | 13.5 | 37.5 | 11.8 | 15.5 | 6.9 | 13.6 | 17.9 |
Treynor Ratio | NA | 0.29 | 0.21 | 0.06 | 0.07 | 0.08 | 0.08 | -0.15 | 0.32 | -0.01 | 0.27 | -0.1 | 0.17 | 0.18 | -0.08 |
Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.04 | 0.02 | 0.02 | -0.08 | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 |
Beta | NA | 0.75 | 0.78 | 0.77 | 0.92 | 0.92 | 0.78 | 0.76 | 0.83 | 1.04 | 0.89 | 0.88 | 0.91 | 0.97 | 0.98 |
RSquared | NA | 0.82 | 0.81 | 0.83 | 0.89 | 0.9 | 0.8 | 0.89 | 0.72 | 0.96 | 0.91 | 0.92 | 0.85 | 0.95 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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