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Lord Abbett Affiliated Fund, Inc Class R5: (MF: LAFTX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$19.87 USD
-0.22 (-1.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.91 | 33 |
| 3 months | 6.39 | 43 |
| 6 months | 6.91 | 33 |
| 1 Year | 14.98 | 27 |
| 3 Year | 14.24 | 41 |
| 5 Year | 13.66 | 52 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.98 |
| 5 Year | 13.66 |
| 10 Year | NA |
| Since Inception | 9.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.48 | 6.39 | NA | NA |
| 2024 | 10.30 | -0.94 | 7.49 | 0.05 |
| 2023 | -2.59 | 4.05 | -1.60 | 11.12 |
| 2022 | -4.31 | -11.82 | -4.02 | 11.57 |
| 2021 | 8.81 | 5.66 | 0.01 | 10.44 |
| 2020 | -27.89 | 15.56 | 5.36 | 12.68 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.91 | 17.51 | 10.82 | -9.64 | 27.01 | -1.06 | 25.56 | -7.19 | 16.39 | 17.64 |
| % Total Return Rel to Index | 0.70 | -7.50 | -15.42 | 8.55 | -1.66 | -19.46 | -5.92 | -2.79 | -5.40 | 5.70 |
| % Total Return Rel to Peer | 0.65 | 1.67 | -4.45 | 1.14 | 2.67 | -9.26 | -0.07 | 0.37 | -1.01 | 6.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.14 | 0.37 | 0.32 | 0.33 | 0.30 | 0.32 | 0.38 | 0.36 | 0.38 | 0.40 |
| % Yield | 0.66 | 1.79 | 1.94 | 1.94 | 1.52 | 2.03 | 2.23 | 2.40 | 2.12 | 2.39 |
| Capital Gains ($) | 0.00 | 0.85 | 0.00 | 0.92 | 0.45 | 0.00 | 0.33 | 1.22 | 1.54 | 0.81 |
| Expense Ratio | 0.00 | 0.44 | 0.45 | 0.47 | 0.46 | 0.48 | 0.46 | 0.46 | 0.44 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%