Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFBX (LORD ABBETT AFFILIATED FUND INC CLASS B) | NA | 7.57% | 7.02% | 9.61% | 5.60% | 6.91% | 5.49% | … | … |
Data as of 05/09/2018, Common starting date is 08/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFBX (LORD ABBETT AFFILIATED FUND INC CLASS B) | 08/15/1996 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.57 | 7.02 | 9.61 | 5.60 | 6.91 | 5.49 | … | … | -2.50 | 15.23 | 16.52 | -4.92 | 11.19 | 31.31 | 15.11 | -8.47 | 13.68 | 18.61 | -37.59 | 3.02 | 16.85 | 2.65 | 11.79 | 29.94 | -19.25 | -8.54 | 14.49 | 16.06 | 13.20 | 23.04 | 4.60 |
| Sharpe Ratio | NA | 0.57 | 0.49 | 0.76 | 0.23 | NA | NA | … | … | -0.46 | 2.11 | 1.20 | -0.32 | 1.08 | 2.71 | 1.09 | -0.32 | 0.64 | 0.52 | -0.84 | 0.00 | 1.49 | 0.05 | 0.96 | 1.69 | -0.79 | -0.61 | 0.63 | 0.85 | 0.52 | 1.01 | 0.65 |
| Standard Deviation(%) | NA | 11.67 | 13.06 | 12.31 | 23.07 | NA | NA | … | … | 17.41 | 6.94 | 13.59 | 15.25 | 10.30 | 11.54 | 13.93 | 26.50 | 21.17 | 35.81 | 45.49 | 16.12 | 9.14 | 9.56 | 11.25 | 17.27 | 25.69 | 18.05 | 16.48 | 15.12 | 19.07 | 19.30 | 14.16 |
| Draw Down(%) | NA | 10.57 | 16.72 | 16.72 | 56.67 | NA | NA | … | … | 10.57 | 3.38 | 10.13 | 13.80 | 6.95 | 5.40 | 12.30 | 27.04 | 19.53 | 35.19 | 50.38 | 10.57 | 8.22 | 7.01 | 8.56 | 15.53 | 34.99 | 23.88 | 11.14 | 11.10 | 18.08 | 9.34 | 9.57 |
| Yield(%) | 0.00 | 10.32 | 8.23 | 7.70 | 4.33 | 6.00 | 5.13 | … | … | 0.00 | 10.96 | 7.54 | 8.39 | 6.62 | 1.50 | 0.97 | 0.47 | 0.19 | 0.27 | 0.90 | 11.19 | 7.70 | 7.63 | 2.55 | 1.15 | 3.85 | 4.64 | 10.13 | 12.79 | 7.61 | 12.67 | 1.06 |
Data as of 05/09/2018, Common starting date is 08/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFBX (LORD ABBETT AFFILIATED FUND INC CLASS B) |
-18.47%
Feb 2006 – Feb 2009 |
-8.87%
Feb 2004 – Feb 2009 |
-1.86%
Feb 1999 – Feb 2009 |
3.21%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFBX (LORD ABBETT AFFILIATED FUND INC CLASS B) |
21.76%
Sep 2011 – Sep 2014 |
19.84%
Feb 2009 – Feb 2014 |
9.07%
Dec 1996 – Dec 2006 |
8.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart