Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFRX (LORD ABBETT AFFILIATED FUND INC CLASS R3) | 10.64% | 23.05% | 19.02% | 8.07% | 9.65% | 9.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFRX (LORD ABBETT AFFILIATED FUND INC CLASS R3) | 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 (%) | 2.12 | 23.05 | 19.02 | 8.07 | 9.65 | 9.64 | NA | … | … | 10.64 | 15.40 | 16.94 | 10.28 | -15.03 | 23.38 | -1.55 | 25.03 | -7.78 | 15.79 | 17.08 | -4.37 | 11.75 | 31.97 | 15.75 | -8.04 | 14.17 | 19.17 | -37.21 | -4.48 |
| Sharpe Ratio | NA | 1.90 | 1.21 | 0.37 | 0.45 | NA | NA | … | … | 1.68 | 0.81 | 1.19 | 0.56 | -0.81 | 1.69 | -0.05 | 2.01 | -0.60 | 2.18 | 1.24 | -0.29 | 1.14 | 2.76 | 1.13 | -0.31 | 0.66 | 0.53 | -0.84 | -0.96 |
| Standard Deviation(%) | NA | 10.45 | 12.77 | 14.71 | 17.59 | NA | NA | … | … | 12.46 | 15.46 | 11.15 | 11.97 | 20.35 | 13.85 | 37.56 | 11.72 | 15.45 | 6.96 | 13.57 | 15.19 | 10.33 | 11.55 | 14.00 | 26.45 | 21.23 | 35.88 | 45.54 | 20.40 |
| Draw Down(%) | NA | 7.33 | 15.43 | 21.34 | 39.55 | NA | NA | … | … | 7.33 | 15.43 | 7.01 | 9.51 | 19.61 | 6.56 | 39.55 | 6.64 | 18.06 | 3.28 | 10.07 | 13.63 | 6.90 | 5.35 | 12.22 | 26.86 | 19.44 | 35.11 | 50.15 | 10.47 |
| Yield(%) | 0.00 | 7.52 | 6.19 | 3.71 | 5.86 | 6.84 | 4.22 | … | … | 0.23 | 7.80 | 6.70 | 1.58 | 1.37 | 1.47 | 1.63 | 4.88 | 9.51 | 12.00 | 8.28 | 9.03 | 7.25 | 2.17 | 1.61 | 1.02 | 0.77 | 0.47 | 1.37 | 10.21 |
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 |
|---|---|---|---|---|
| LAFRX (LORD ABBETT AFFILIATED FUND INC CLASS R3) |
-8.03%
Nov 2007 – Nov 2010 |
-2.50%
Nov 2007 – Nov 2012 |
5.42%
Nov 2007 – Nov 2017 |
4.97%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFRX (LORD ABBETT AFFILIATED FUND INC CLASS R3) |
22.39%
Sep 2011 – Sep 2014 |
20.46%
Feb 2009 – Feb 2014 |
14.13%
Feb 2009 – Feb 2019 |
11.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart