Nasdaq - Delayed Quote USD

Lord Abbett Affiliated A (LAFFX)

17.65 -0.02 (-0.11%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.13%
5y Average Return 7.70%
Number of Years Up 57
Number of Years Down 16
Best 1Y Total Return (Apr 18, 2024) 32.15%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 32.15%
Worst 3Y Total Return 4.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAFFX
Category
YTD
10.31%
17.52%
1-Month
4.31%
-0.87%
3-Month
10.31%
5.51%
1-Year
25.22%
42.88%
3-Year
8.60%
11.93%
5-Year
9.27%
12.07%
10-Year
8.59%
10.95%
Last Bull Market
38.65%
23.18%
Last Bear Market
-11.89%
-17.87%

Annual Total Return (%) History

Year
LAFFX
Category
2024
--
--
2023
10.49%
--
2022
-9.85%
--
2021
26.75%
--
2020
-1.27%
2.91%
2019
25.24%
25.04%
2018
-7.46%
-8.53%
2017
16.12%
15.94%

2016
17.34%
14.81%
2015
-4.20%
-4.05%
2014
12.07%
10.21%
2013
32.15%
31.21%
2012
15.90%
14.57%
2011
-7.84%
-0.75%
2010
14.30%
13.66%
2009
19.39%
24.13%
2008
-37.13%
-37.09%
2007
3.66%
1.42%
2006
17.61%
18.15%
2005
3.33%
5.95%
2004
12.60%
12.97%
2003
30.89%
28.44%
2002
-18.79%
-18.69%
2001
-7.94%
-4.99%
2000
15.24%
7.87%
1999
16.88%
6.72%
1998
14.42%
12.00%
1997
25.16%
26.61%
1996
20.14%
20.08%
1995
31.70%
32.39%
1994
3.95%
-0.70%
1993
13.23%
13.61%
1992
12.38%
10.21%
1991
22.00%
28.60%
1990
-5.29%
-6.22%
1989
23.71%
23.21%
1988
12.40%
17.28%
1987
0.78%
0.66%
1986
23.35%
16.12%
1985
27.06%
28.53%
1984
6.87%
6.00%
1983
25.80%
23.98%
1982
23.95%
24.89%
1981
0.38%
3.04%
1980
24.69%
28.01%
1979
29.50%
23.70%
1978
3.77%
9.71%
1977
-6.66%
-0.05%
1976
34.66%
30.35%
1975
41.83%
36.96%
1974
-15.97%
-19.76%
1973
-5.73%
-15.13%
1972
12.60%
11.73%
1971
8.98%
14.78%
1970
2.76%
1.24%
1969
-14.78%
-13.26%
1968
18.63%
15.30%
1967
23.82%
26.22%
1966
-6.11%
-7.39%
1965
12.44%
16.15%
1964
16.66%
13.04%
1963
19.08%
16.61%
1962
-8.01%
-11.50%
1961
25.66%
22.07%
1960
5.84%
4.44%
1959
12.90%
10.57%
1958
43.80%
37.21%
1957
-0.23%
-8.94%
1956
5.19%
8.36%
1955
12.47%
17.03%
1954
32.09%
42.78%
1953
1.91%
-1.56%
1952
13.84%
11.21%
1951
17.29%
14.58%
1950
--
20.48%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.31% -- -- --
2023 -2.67% 3.95% -1.68% 11.06%
2022 -4.39% -11.89% -4.11% 11.61%
2021 8.73% 5.63% -0.10% 10.46%
2020 -27.92% 15.58% 5.25% 12.61%
2019 10.53% 3.81% 2.51% 6.47%
2018 -2.39% 0.50% 6.53% -11.45%
2017 4.16% 2.00% 3.05% 6.06%
2016 2.52% 3.15% 3.70% 6.99%
2015 0.35% -1.23% -7.57% 4.57%

2014 2.29% 3.99% -0.12% 5.48%
2013 10.88% 3.84% 4.49% 9.84%
2012 12.61% -4.77% 6.68% 1.30%
2011 5.67% -2.77% -20.73% 13.17%
2010 6.69% -14.37% 10.35% 13.36%
2009 -16.43% 18.76% 16.22% 3.51%
2008 -9.69% -6.07% -6.72% -20.56%
2007 0.36% 5.10% 1.90% -3.56%
2006 5.88% -0.47% 5.85% 5.44%
2005 -2.61% -0.49% 4.22% 2.30%
2004 2.47% 1.10% -1.93% 10.82%
2003 -5.46% 18.25% 2.90% 13.78%
2002 3.15% -10.96% -19.74% 10.16%
2001 -9.47% 5.32% -13.97% 12.22%
2000 1.59% -3.13% 8.61% 7.82%
1999 2.72% 10.79% -6.67% 10.04%
1998 10.75% -0.26% -11.55% 17.10%
1997 3.05% 13.38% 7.12% 0.01%
1996 5.48% 0.87% 3.91% 8.67%
1995 8.27% 7.30% 6.95% 6.00%
1994 -3.49% 1.47% 6.11% 0.03%
1993 5.47% 0.94% 4.27% 2.01%
1992 -0.50% 4.48% 2.80% 5.16%
1991 9.50% -0.41% 6.25% 5.29%
1990 -1.70% 1.65% -12.52% 8.35%
1989 3.80% 6.97% 8.00% 3.16%
1988 3.24% 8.28% -1.50% 2.07%
1987 16.71% 4.88% 5.68% -22.09%
1986 16.18% 3.70% -3.92% 6.56%
1985 6.23% 8.58% -4.80% 15.71%
1984 -3.92% -3.98% 10.22% 5.10%
1983 9.39% 7.45% 3.83% 3.08%
1982 -4.66% -0.52% 10.00% 18.79%
1981 6.41% -1.18% -9.90% 5.94%
1980 -5.54% 13.56% 8.07% 7.55%
1979 11.54% 3.33% 10.32% 1.85%
1978 -4.32% 6.83% 8.66% -6.58%
1977 -3.90% 2.98% -6.85% 1.25%
1976 18.64% 6.11% 1.12% 5.79%
1975 23.87% 17.67% -7.35% 5.02%
1974 1.24% -9.11% -16.45% 9.29%
1973 -6.88% -7.04% 15.23% -5.49%
1972 5.04% -3.65% 3.51% 7.49%
1971 9.60% 0.10% -2.99% 2.40%
1970 -1.66% -16.57% 14.95% 8.95%
1969 -1.74% -6.16% -6.47% -1.19%
1968 -5.70% 12.37% 6.90% 4.73%
1967 12.00% 2.18% 7.49% 0.65%
1966 -1.24% -3.16% -8.07% 6.79%
1965 3.16% -3.69% 8.46% 4.33%
1964 6.16% 4.43% 4.96% 0.26%
1963 7.53% 3.71% 3.50% 3.17%
1962 -2.79% -17.81% 2.65% 12.18%
1961 13.99% 0.36% 4.14% 5.48%
1960 -4.30% 4.10% -3.30% 9.86%
1959 4.20% 4.46% -2.25% 6.11%
1958 10.53% 8.61% 9.14% 9.76%
1957 0.87% 3.46% -3.62% -0.81%
1956 4.58% 0.32% -2.98% 3.34%
1955 3.31% 4.21% -0.01% 4.48%
1954 6.85% 5.12% 6.62% 10.29%
1953 0.59% -4.04% -0.66% 6.28%
1952 4.00% 1.68% -2.27% 10.16%
1951 4.73% -1.09% 2.11% 10.89%
1950 1.64% 4.32% 13.65% --

Rank in Category (By Total Return)

YTD 25
1-Month 78
3-Month 25
1-Year 22
3-Year 56
5-Year 81

Load Adjusted Returns

1-Year 18.02%
3-Year 6.47%
5-Year 7.99%
10-Year 7.94%

Performance & Risk

YTD Return 5.13%
5y Average Return 7.70%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 6.12B
YTD Return 10.31%
Yield 1.50%
Morningstar Rating
Inception Date Aug 01, 1996

Fund Summary

The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large companies. A large company is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000® Index. In selecting investments, the portfolio management team focuses on U.S. companies that pay dividends and seeks to identify companies that the advisor believes have the potential for capital appreciation.

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