Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAAFX (LORD ABBETT AFFILIATED FUND INC CLASS F) | 10.78% | 23.57% | 19.51% | 8.50% | 10.08% | 10.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAAFX (LORD ABBETT AFFILIATED FUND INC CLASS F) | 09/28/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.12 | 23.57 | 19.51 | 8.50 | 10.08 | 10.07 | NA | … | … | 10.78 | 15.90 | 17.39 | 10.69 | -14.68 | 23.85 | -1.13 | 25.51 | -7.46 | 16.29 | 17.52 | -4.06 | 12.23 | 32.45 | 16.18 | -7.68 | 14.70 | 19.68 | -37.02 | -3.45 |
| Sharpe Ratio | NA | 1.94 | 1.25 | 0.39 | 0.47 | NA | NA | … | … | 1.72 | 0.84 | 1.24 | 0.59 | -0.79 | 1.71 | -0.04 | 2.07 | -0.57 | 2.26 | 1.28 | -0.27 | 1.19 | 2.83 | 1.17 | -0.29 | 0.69 | 0.55 | -0.83 | -0.76 |
| Standard Deviation(%) | NA | 10.47 | 12.77 | 14.71 | 17.60 | NA | NA | … | … | 12.43 | 15.49 | 11.07 | 11.98 | 20.34 | 13.89 | 37.61 | 11.62 | 15.47 | 6.94 | 13.56 | 15.24 | 10.31 | 11.45 | 13.87 | 26.46 | 21.23 | 35.85 | 45.51 | 20.15 |
| Draw Down(%) | NA | 7.33 | 15.38 | 20.93 | 39.56 | NA | NA | … | … | 7.33 | 15.38 | 7.00 | 9.44 | 19.35 | 6.55 | 39.56 | 6.57 | 17.87 | 3.24 | 10.06 | 13.59 | 6.91 | 5.28 | 12.12 | 26.76 | 19.36 | 35.05 | 49.98 | 10.44 |
| Yield(%) | 0.00 | 7.92 | 6.68 | 4.10 | 6.28 | 7.36 | 4.59 | … | … | 0.32 | 8.22 | 7.14 | 1.97 | 1.72 | 1.93 | 1.98 | 5.33 | 9.90 | 12.39 | 8.68 | 9.38 | 7.65 | 2.62 | 2.02 | 1.39 | 1.14 | 0.67 | 1.72 | 10.45 |
Data as of 06/04/2026, Common starting date is 09/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAAFX (LORD ABBETT AFFILIATED FUND INC CLASS F) |
-9.23%
Oct 2007 – Oct 2010 |
-2.92%
Oct 2007 – Oct 2012 |
5.02%
Oct 2007 – Oct 2017 |
5.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAAFX (LORD ABBETT AFFILIATED FUND INC CLASS F) |
22.84%
Sep 2011 – Sep 2014 |
20.93%
Feb 2009 – Feb 2014 |
14.58%
Feb 2009 – Feb 2019 |
11.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart