Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFQX (LORD ABBETT AFFILIATED FUND INC CLASS R2) | 10.53% | 22.87% | 18.89% | 7.97% | 9.54% | 9.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFQX (LORD ABBETT AFFILIATED FUND INC CLASS R2) | 10/03/2007 | 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 (%) | 2.07 | 22.87 | 18.89 | 7.97 | 9.54 | 9.52 | NA | … | … | 10.53 | 15.30 | 16.83 | 10.14 | -15.07 | 23.28 | -1.70 | 24.94 | -7.88 | 15.62 | 16.93 | -4.51 | 11.63 | 31.84 | 15.65 | -8.14 | 14.01 | 19.10 | -37.30 | -4.52 |
| Sharpe Ratio | NA | 1.88 | 1.20 | 0.36 | 0.44 | NA | NA | … | … | 1.66 | 0.81 | 1.18 | 0.55 | -0.81 | 1.68 | -0.05 | 2.00 | -0.60 | 2.16 | 1.23 | -0.30 | 1.12 | 2.76 | 1.12 | -0.31 | 0.66 | 0.53 | -0.84 | -0.97 |
| Standard Deviation(%) | NA | 10.43 | 12.78 | 14.72 | 17.62 | NA | NA | … | … | 12.42 | 15.45 | 11.18 | 12.01 | 20.36 | 13.82 | 37.68 | 11.74 | 15.47 | 6.96 | 13.64 | 15.21 | 10.34 | 11.50 | 14.01 | 26.49 | 21.17 | 35.84 | 45.50 | 20.38 |
| Draw Down(%) | NA | 7.38 | 15.41 | 21.44 | 39.60 | NA | NA | … | … | 7.38 | 15.41 | 7.05 | 9.49 | 19.67 | 6.60 | 39.60 | 6.63 | 18.11 | 3.30 | 10.13 | 13.68 | 6.94 | 5.36 | 12.24 | 26.94 | 19.40 | 35.11 | 50.18 | 10.51 |
| Yield(%) | 0.00 | 7.40 | 6.06 | 3.61 | 5.73 | 6.68 | 4.13 | … | … | 0.20 | 7.67 | 6.56 | 1.48 | 1.29 | 1.35 | 1.51 | 4.75 | 9.39 | 11.91 | 8.09 | 8.73 | 7.14 | 2.04 | 1.50 | 0.93 | 0.71 | 0.42 | 1.27 | 10.18 |
Data as of 06/04/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFQX (LORD ABBETT AFFILIATED FUND INC CLASS R2) |
-8.14%
Nov 2007 – Nov 2010 |
-2.62%
Nov 2007 – Nov 2012 |
5.30%
Nov 2007 – Nov 2017 |
4.85%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFQX (LORD ABBETT AFFILIATED FUND INC CLASS R2) |
22.21%
Sep 2011 – Sep 2014 |
20.32%
Feb 2009 – Feb 2014 |
14.00%
Feb 2009 – Feb 2019 |
11.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart