Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFVX (L Abbett Affiliated Fund Inc Class R6) | 10.82% | 23.72% | 19.66% | 10.47% | 11.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFVX (L Abbett Affiliated Fund Inc Class R6) | 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 (%) | 2.09 | 23.72 | 19.66 | 10.47 | 11.17 | NA | NA | … | … | 10.82 | 16.05 | 17.62 | 10.88 | -9.49 | 27.17 | -0.97 | 25.72 | -7.35 | 16.47 | 17.83 | -3.93 |
| Sharpe Ratio | NA | 1.96 | 1.26 | 0.53 | 0.54 | NA | NA | … | … | 1.73 | 0.86 | 1.26 | 0.61 | -0.55 | 1.97 | -0.03 | 2.06 | -0.57 | 2.29 | 1.30 | -0.43 |
| Standard Deviation(%) | NA | 10.45 | 12.77 | 14.58 | 17.54 | NA | NA | … | … | 12.43 | 15.44 | 11.15 | 11.96 | 19.96 | 13.75 | 37.59 | 11.76 | 15.47 | 6.93 | 13.58 | 17.86 |
| Draw Down(%) | NA | 7.30 | 15.33 | 19.28 | 39.51 | NA | NA | … | … | 7.30 | 15.33 | 7.02 | 9.41 | 19.28 | 5.40 | 39.51 | 6.58 | 17.89 | 3.20 | 9.96 | 12.29 |
| Yield(%) | 0.00 | 7.93 | 6.73 | 5.73 | 7.33 | 5.12 | 3.84 | … | … | 0.34 | 8.24 | 7.18 | 2.09 | 6.80 | 5.08 | 2.10 | 5.44 | 9.96 | 12.45 | 8.80 | 8.36 |
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 |
|---|---|---|---|---|
| LAFVX (L Abbett Affiliated Fund Inc Class R6) |
-2.07%
Mar 2017 – Mar 2020 |
4.77%
Sep 2017 – Sep 2022 |
10.06%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFVX (L Abbett Affiliated Fund Inc Class R6) |
19.89%
May 2023 – May 2026 |
15.68%
Mar 2020 – Mar 2025 |
11.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart