Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFTX (L Abbett Affiliated Fund Inc Class R5) | 10.79% | 23.66% | 19.62% | 10.39% | 11.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFTX (L Abbett Affiliated Fund Inc Class R5) | 07/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 23.66 | 19.62 | 10.39 | 11.09 | NA | NA | … | … | 10.79 | 15.98 | 17.54 | 10.84 | -9.58 | 27.08 | -1.08 | 25.58 | -7.32 | 16.39 | 17.64 | -3.94 |
| Sharpe Ratio | NA | 1.95 | 1.25 | 0.53 | 0.53 | NA | NA | … | … | 1.73 | 0.85 | 1.24 | 0.60 | -0.55 | 1.97 | -0.04 | 2.05 | -0.56 | 2.27 | 1.28 | -0.43 |
| Standard Deviation(%) | NA | 10.42 | 12.79 | 14.58 | 17.56 | NA | NA | … | … | 12.39 | 15.47 | 11.19 | 11.99 | 19.93 | 13.74 | 37.65 | 11.75 | 15.53 | 6.98 | 13.58 | 17.82 |
| Draw Down(%) | NA | 7.31 | 15.36 | 19.29 | 39.55 | NA | NA | … | … | 7.31 | 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 | 7.98 | 6.77 | 5.73 | 7.30 | 5.10 | 3.82 | … | … | 0.34 | 8.29 | 7.22 | 2.08 | 6.78 | 5.05 | 2.07 | 5.43 | 9.95 | 12.44 | 8.76 | 8.35 |
Data as of 06/04/2026, Common starting date 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 |
9.99%
Oct 2015 – Oct 2025 |
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) |
19.82%
May 2023 – May 2026 |
15.60%
Mar 2020 – Mar 2025 |
11.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart