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Lord Abbett Affiliated Fd, Inc - Cl R3: (MF: LAFRX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$19.91 USD
-0.08 (-0.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.69 | 37 |
| 3 months | 6.31 | 44 |
| 6 months | 6.69 | 37 |
| 1 Year | 14.39 | 34 |
| 3 Year | 13.67 | 47 |
| 5 Year | 13.09 | 59 |
| 10 Year | 8.79 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.14 |
| Bull Market (2/09 - 3/21) | 552.49 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.39 |
| 5 Year | 13.09 |
| 10 Year | 8.80 |
| Since Inception | 6.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.36 | 6.31 | NA | NA |
| 2024 | 10.18 | -1.01 | 7.29 | -0.07 |
| 2023 | -2.66 | 3.87 | -1.73 | 10.99 |
| 2022 | -4.45 | -11.89 | -4.18 | 11.44 |
| 2021 | 8.66 | 5.56 | -0.10 | 10.31 |
| 2020 | -27.98 | 15.50 | 5.25 | 12.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.69 | 16.92 | 10.26 | -10.11 | 26.40 | -1.54 | 24.97 | -7.66 | 15.85 | 17.03 | -4.40 |
| % Total Return Rel to Index | 0.48 | -8.10 | -15.97 | 8.09 | -2.28 | -19.94 | -6.51 | -3.27 | -5.94 | 5.09 | -5.79 |
| % Total Return Rel to Peer | 0.43 | 1.08 | -5.01 | 0.67 | 2.06 | -9.75 | -0.66 | -0.10 | -1.55 | 5.70 | -1.19 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.09 | 0.27 | 0.24 | 0.25 | 0.21 | 0.25 | 0.30 | 0.28 | 0.31 | 0.33 | 0.32 |
| % Yield | 0.44 | 1.34 | 1.43 | 1.46 | 1.09 | 1.59 | 1.80 | 1.89 | 1.71 | 1.98 | 2.01 |
| Capital Gains ($) | 0.00 | 0.85 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.55 | 0.81 | 1.14 |
| Expense Ratio | 0.00 | 0.94 | 0.95 | 0.97 | 0.96 | 0.97 | 0.96 | 0.96 | 0.93 | 0.97 | 0.98 |
* 1 = Top 20%, 5 = Bottom 20%