Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAFTX (L Abbett Affiliated Fund Inc Class R5) | 8.25% | 14.44% | 13.56% | 13.13% | 9.58% | NA | NA | 9.39% |
Data as of 07/25/2025, AR inception is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFTX (L Abbett Affiliated Fund Inc Class R5) | 07/01/2015 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 14.44 | 13.56 | 13.13 | 9.58 | NA | NA | 9.39 | 8.25 | 17.54 | 10.84 | -9.58 | 27.08 | -1.08 | 25.58 | -7.32 | 16.39 | 17.64 | -3.94 |
| Sharpe Ratio | NA | 0.68 | 0.70 | 0.73 | 0.45 | NA | NA | 0.44 | 0.64 | 1.24 | 0.60 | -0.55 | 1.97 | -0.04 | 2.05 | -0.56 | 2.27 | 1.28 | -0.43 |
| Standard Deviation(%) | NA | 16.48 | 14.63 | 15.29 | 18.00 | NA | NA | 17.96 | 18.96 | 11.19 | 11.99 | 19.93 | 13.74 | 37.65 | 11.75 | 15.53 | 6.98 | 13.58 | 17.82 |
| Draw Down(%) | NA | 15.36 | 15.36 | 19.29 | 39.55 | NA | NA | 39.55 | 15.36 | 6.97 | 9.45 | 19.29 | 5.41 | 39.55 | 6.60 | 17.93 | 3.27 | 10.03 | 12.29 |
| Yield(%) | 0.00 | 6.06 | 5.61 | 5.60 | 6.80 | 4.46 | 3.34 | 6.69 | 0.38 | 7.22 | 2.08 | 6.78 | 5.05 | 2.07 | 5.43 | 9.95 | 12.44 | 8.76 | 8.35 |
Data as of 07/25/2025, AR inception is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFTX (L Abbett Affiliated Fund Inc Class R5) |
-2.14%
Mar 2017 - Mar 2020 |
4.69%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFTX (L Abbett Affiliated Fund Inc Class R5) |
16.44%
Dec 2018 - Dec 2021 |
15.60%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart