Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFCX (LORD ABBETT AFFILIATED FUND INC CLASS C) | 10.35% | 22.41% | 18.41% | 7.53% | 9.10% | 9.09% | 6.57% | … | … |
Data as of 06/04/2026, Common starting date is 08/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFCX (LORD ABBETT AFFILIATED FUND INC CLASS C) | 08/15/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 22.41 | 18.41 | 7.53 | 9.10 | 9.09 | 6.57 | … | … | 10.35 | 14.84 | 16.33 | 9.71 | -15.39 | 22.71 | -1.99 | 24.38 | -8.33 | 15.26 | 16.59 | -4.91 | 11.20 | 31.36 | 15.15 | -8.46 | 14.14 | 18.54 | -37.54 | 3.07 | 16.82 | 2.63 | 11.68 | 30.04 | -19.05 | -8.79 | 14.54 | 16.09 | 13.61 | 24.15 | 4.58 |
| Sharpe Ratio | NA | 1.83 | 1.16 | 0.33 | 0.42 | NA | NA | … | … | 1.62 | 0.78 | 1.14 | 0.51 | -0.83 | 1.64 | -0.06 | 1.94 | -0.63 | 2.11 | 1.20 | -0.32 | 1.08 | 2.71 | 1.10 | -0.32 | 0.66 | 0.52 | -0.84 | -0.01 | 1.47 | 0.04 | 0.93 | 1.70 | -0.79 | -0.63 | 0.63 | 0.84 | 0.53 | 1.03 | 0.62 |
| Standard Deviation(%) | NA | 10.46 | 12.80 | 14.71 | 17.61 | NA | NA | … | … | 12.47 | 15.50 | 11.16 | 12.00 | 20.30 | 13.87 | 37.62 | 11.80 | 15.46 | 6.93 | 13.61 | 15.28 | 10.34 | 11.56 | 13.89 | 26.47 | 21.16 | 35.81 | 45.47 | 16.10 | 9.18 | 9.58 | 11.56 | 17.26 | 25.68 | 18.00 | 16.47 | 15.12 | 19.22 | 19.72 | 14.49 |
| Draw Down(%) | NA | 7.45 | 15.50 | 21.80 | 39.65 | NA | NA | … | … | 7.45 | 15.50 | 7.02 | 9.52 | 19.88 | 6.58 | 39.65 | 6.68 | 18.53 | 3.34 | 10.06 | 13.75 | 6.97 | 5.35 | 12.33 | 27.08 | 19.14 | 35.08 | 50.31 | 10.51 | 8.23 | 6.96 | 8.57 | 15.47 | 34.94 | 23.94 | 11.13 | 11.10 | 18.09 | 9.40 | 9.85 |
| Yield(%) | 0.00 | 6.92 | 5.51 | 3.17 | 5.24 | 6.11 | 4.61 | … | … | 0.09 | 7.18 | 6.07 | 0.99 | 0.92 | 0.88 | 1.14 | 4.27 | 8.77 | 11.42 | 7.73 | 8.51 | 6.71 | 1.58 | 1.05 | 0.52 | 0.68 | 0.28 | 0.91 | 11.22 | 7.72 | 7.66 | 2.44 | 1.18 | 4.11 | 4.47 | 10.13 | 12.79 | 7.61 | 12.67 | 1.06 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LAFCX (LORD ABBETT AFFILIATED FUND INC CLASS C) |
-18.47%
Feb 2006 – Feb 2009 |
-8.89%
Feb 2004 – Feb 2009 |
-1.86%
Feb 1999 – Feb 2009 |
3.25%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFCX (LORD ABBETT AFFILIATED FUND INC CLASS C) |
21.77%
Sep 2011 – Sep 2014 |
19.96%
Feb 2009 – Feb 2014 |
13.61%
Feb 2009 – Feb 2019 |
10.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart