Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFYX (LORD ABBETT AFFILIATED FUND INC CLASS I) | 10.85% | 23.67% | 19.63% | 8.63% | 10.20% | 10.19% | 7.62% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFYX (LORD ABBETT AFFILIATED FUND INC CLASS I) | 05/05/1998 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 23.67 | 19.63 | 8.63 | 10.20 | 10.19 | 7.62 | … | … | 10.85 | 15.99 | 17.48 | 10.85 | -14.56 | 24.01 | -1.08 | 25.69 | -7.39 | 16.37 | 17.76 | -3.93 | 12.27 | 32.67 | 16.26 | -7.57 | 14.75 | 19.81 | -36.91 | 4.08 | 18.06 | 3.65 | 12.54 | 31.28 | -18.36 | -7.64 | 15.68 | 17.19 | -3.35 |
| Sharpe Ratio | NA | 1.95 | 1.25 | 0.40 | 0.48 | NA | NA | … | … | 1.73 | 0.85 | 1.24 | 0.60 | -0.79 | 1.73 | -0.04 | 2.06 | -0.57 | 2.27 | 1.29 | -0.26 | 1.19 | 2.84 | 1.17 | -0.29 | 0.69 | 0.55 | -0.83 | 0.06 | 1.61 | 0.15 | 1.02 | 1.77 | -0.76 | -0.57 | 0.69 | 0.64 | -0.41 |
| Standard Deviation(%) | NA | 10.50 | 12.82 | 14.75 | 17.62 | NA | NA | … | … | 12.48 | 15.52 | 11.18 | 12.00 | 20.38 | 13.83 | 37.62 | 11.73 | 15.47 | 6.96 | 13.62 | 15.20 | 10.31 | 11.48 | 13.93 | 26.50 | 21.19 | 35.84 | 45.47 | 16.04 | 9.11 | 9.56 | 11.30 | 17.27 | 25.66 | 17.96 | 16.52 | 21.58 | 20.30 |
| Draw Down(%) | NA | 7.36 | 15.38 | 20.78 | 39.58 | NA | NA | … | … | 7.36 | 15.38 | 7.02 | 9.45 | 19.30 | 6.57 | 39.58 | 6.54 | 17.94 | 3.21 | 9.96 | 13.53 | 6.93 | 5.33 | 12.14 | 26.64 | 19.36 | 34.95 | 49.92 | 10.43 | 8.11 | 6.89 | 8.15 | 15.44 | 34.58 | 23.53 | 11.07 | 12.86 | 17.98 |
| Yield(%) | 0.00 | 7.98 | 6.77 | 4.19 | 6.38 | 7.47 | 5.61 | … | … | 0.34 | 8.29 | 7.21 | 2.08 | 1.82 | 2.03 | 2.07 | 5.43 | 9.95 | 12.44 | 8.76 | 9.45 | 7.73 | 2.73 | 2.13 | 1.49 | 1.22 | 0.72 | 1.81 | 12.27 | 8.78 | 8.64 | 3.24 | 2.20 | 4.84 | 5.53 | 11.22 | 13.88 | 1.51 |
Data as of 06/04/2026, Common starting date is 05/05/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFYX (LORD ABBETT AFFILIATED FUND INC CLASS I) |
-17.67%
Feb 2006 – Feb 2009 |
-8.02%
Feb 2004 – Feb 2009 |
-0.91%
Feb 1999 – Feb 2009 |
4.24%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFYX (LORD ABBETT AFFILIATED FUND INC CLASS I) |
23.00%
Sep 2011 – Sep 2014 |
21.07%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
12.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart