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Lord Abbett Affiliated I (LAFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.40-0.09 (-0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.01%
5-year average return8.64%
Number of years up17
Number of years down8
Best 1-yr total return (24 Jun 2024)32.66%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return32.66%
Worst 3-yr total return4.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAFYXCategory
YTD8.89%4.44%
1-month3.08%-4.04%
3-month2.94%4.09%
1-year25.90%14.37%
3-year5.96%6.04%
5-year9.92%9.20%
10-year8.46%8.57%
Last bull market25.12%22.97%
Last bear market-11.83%-11.27%

Annual total return (%) history

Year
LAFYXCategory
2024
N/AN/A
2023
10.84%11.63%
2022
-9.62%-5.90%
2021
27.05%26.22%
2020
-1.06%2.91%
2019
25.67%25.04%
2018
-7.27%-8.53%
2017
16.33%15.94%
2016
17.72%14.81%
2015
-3.95%-4.05%
2014
12.23%10.21%
2013
32.66%31.21%
2012
16.25%14.57%
2011
-7.56%-0.75%
2010
14.76%13.66%
2009
19.82%24.13%
2008
-36.94%-37.09%
2007
4.03%1.42%
2006
18.04%18.15%
2005
3.61%5.95%
2004
13.04%12.97%
2003
31.25%28.44%
2002
-18.43%-18.69%
2001
-7.63%-4.99%
2000
15.63%7.87%
1999
17.22%6.72%
1998
N/A12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.31%N/AN/AN/A
2023-2.59%4.06%-1.60%11.13%
2022-4.31%-11.83%-4.03%11.61%
20218.82%5.67%-0.04%10.53%
2020-27.91%15.58%5.37%12.70%
201910.71%3.86%2.50%6.64%
2018-2.32%0.56%6.57%-11.42%
20174.14%2.11%3.10%6.10%
20162.58%3.28%3.76%7.10%
20150.47%-1.16%-7.49%4.54%
20142.27%4.10%-0.05%5.47%
201311.03%3.92%4.56%9.95%
201212.67%-4.59%6.66%1.39%
20115.65%-2.60%-20.75%13.35%
20106.86%-14.32%10.41%13.52%
2009-16.37%18.83%16.43%3.55%
2008-9.63%-5.98%-6.61%-20.53%
20070.40%5.24%1.93%-3.42%
20065.99%-0.38%5.99%5.49%
2005-2.56%-0.40%4.30%2.36%
20042.51%1.21%-1.86%11.01%
2003-5.40%18.30%3.07%13.79%
20023.27%-10.93%-19.63%10.34%
2001-9.42%5.48%-13.94%12.33%
20001.71%-3.10%8.69%7.96%
19992.81%10.86%-6.59%10.10%
1998-0.17%-11.56%17.35%N/A

Rank in category (by total return)

YTD30
1-month49
3-month72
1-year25
3-year57
5-year79

Load adjusted returns

1-year25.90%
3-year5.96%
5-year9.92%
10-year8.46%