Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFPX (LORD ABBETT AFFILIATED FUND INC CLASS P) | 10.62% | 23.18% | 19.11% | 8.13% | 9.74% | 9.77% | 7.21% | … | … |
Data as of 06/04/2026, Common starting date is 12/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFPX (LORD ABBETT AFFILIATED FUND INC CLASS P) | 12/23/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 23.18 | 19.11 | 8.13 | 9.74 | 9.77 | 7.21 | … | … | 10.62 | 15.49 | 17.04 | 10.30 | -14.95 | 23.43 | -1.52 | 25.06 | -7.73 | 16.06 | 17.37 | -4.16 | 12.00 | 32.27 | 15.81 | -7.89 | 14.75 | 19.11 | -37.15 | 3.56 | 17.44 | 3.24 | 12.11 | 30.70 | -18.81 | -8.03 | 15.14 | 4.59 | 6.87 | 2.46 |
| Sharpe Ratio | NA | 1.91 | 1.21 | 0.37 | 0.45 | NA | NA | … | … | 1.68 | 0.82 | 1.20 | 0.56 | -0.81 | 1.69 | -0.05 | 2.00 | -0.59 | 2.23 | 1.26 | -0.28 | 1.16 | 2.79 | 1.14 | -0.30 | 0.70 | 0.53 | -0.84 | 0.03 | 1.54 | 0.10 | 0.98 | 1.73 | -0.77 | -0.59 | 0.66 | 0.07 | 0.19 | NA |
| Standard Deviation(%) | NA | 10.43 | 12.80 | 14.73 | 17.61 | NA | NA | … | … | 12.46 | 15.48 | 11.16 | 12.00 | 20.36 | 13.84 | 37.58 | 11.82 | 15.45 | 6.93 | 13.58 | 15.21 | 10.30 | 11.57 | 13.92 | 26.54 | 21.07 | 35.81 | 45.48 | 16.06 | 9.14 | 9.49 | 11.30 | 17.32 | 25.75 | 18.00 | 16.54 | 18.43 | 17.92 | NA |
| Draw Down(%) | NA | 7.39 | 15.41 | 21.32 | 39.60 | NA | NA | … | … | 7.39 | 15.41 | 7.03 | 9.47 | 19.60 | 6.57 | 39.60 | 6.58 | 18.03 | 3.29 | 10.08 | 13.59 | 6.91 | 5.29 | 12.20 | 26.78 | 19.09 | 35.07 | 50.06 | 10.43 | 8.18 | 6.91 | 8.37 | 15.44 | 34.82 | 23.59 | 11.11 | 13.03 | 18.09 | NA |
| Yield(%) | 0.00 | 7.59 | 6.27 | 3.77 | 5.96 | 7.00 | 5.25 | … | … | 0.24 | 7.87 | 6.78 | 1.64 | 1.43 | 1.54 | 1.66 | 4.95 | 9.65 | 12.24 | 8.54 | 9.25 | 7.42 | 2.40 | 1.74 | 1.10 | 1.18 | 0.49 | 1.41 | 11.83 | 8.32 | 8.22 | 2.88 | 1.75 | 4.42 | 5.15 | 10.76 | 1.49 | 1.46 | 0.26 |
Data as of 06/04/2026, Common starting date is 12/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFPX (LORD ABBETT AFFILIATED FUND INC CLASS P) |
-18.07%
Feb 2006 – Feb 2009 |
-8.44%
Feb 2004 – Feb 2009 |
-2.43%
Feb 1999 – Feb 2009 |
3.28%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFPX (LORD ABBETT AFFILIATED FUND INC CLASS P) |
22.58%
Sep 2011 – Sep 2014 |
20.71%
Feb 2009 – Feb 2014 |
14.36%
Feb 2009 – Feb 2019 |
11.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart