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Nasdaq - Delayed Quote USD

Lord Abbett Affiliated P (LAFPX)

17.90
+1.17
+(6.99%)
At close: 8:04:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.85%
5y Average Return 12.21%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (Apr 7, 2025) 32.26%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 32.26%
Worst 3Y Total Return 3.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAFPX
Category
YTD
0.38%
4.44%
1-Month
-4.16%
-4.04%
3-Month
0.38%
4.09%
1-Year
6.59%
14.37%
3-Year
6.84%
6.04%
5-Year
15.06%
9.20%
10-Year
8.12%
8.57%
Last Bull Market
18.18%
22.97%
Last Bear Market
-11.91%
-11.27%

Annual Total Return (%) History

Year
LAFPX
Category
2025
--
--
2024
17.04%
--
2023
10.28%
11.63%
2022
-10.01%
-5.90%
2021
26.49%
26.22%
2020
-1.50%
2.91%
2019
25.05%
25.04%
2018
-7.59%
-8.53%

2017
16.06%
15.94%
2016
17.36%
14.81%
2015
-4.16%
-4.05%
2014
11.99%
10.21%
2013
32.26%
31.21%
2012
15.81%
14.57%
2011
-7.90%
-0.75%
2010
14.31%
13.66%
2009
19.11%
24.13%
2008
-37.15%
-37.09%
2007
3.56%
1.42%
2006
17.44%
18.15%
2005
3.23%
5.95%
2004
12.51%
12.97%
2003
30.69%
28.44%
2002
-18.81%
-18.69%
2001
-8.03%
-4.99%
2000
15.14%
7.87%
1999
16.76%
6.72%
1998
14.00%
12.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.38% -- -- --
2024 10.21% -1.06% 7.38% -0.05%
2023 -2.66% 3.90% -1.73% 10.96%
2022 -4.40% -11.91% -4.17% 11.50%
2021 8.70% 5.60% -0.16% 10.37%
2020 -27.96% 15.46% 5.28% 12.50%
2019 10.50% 3.77% 2.47% 6.43%
2018 -2.39% 0.48% 6.49% -11.52%
2017 4.10% 2.00% 3.05% 6.07%
2016 2.45% 3.16% 3.78% 7.00%

2015 0.41% -1.23% -7.58% 4.57%
2014 2.29% 3.92% -0.06% 5.42%
2013 10.98% 3.78% 4.52% 9.86%
2012 12.63% -4.78% 6.60% 1.30%
2011 5.56% -2.71% -20.77% 13.19%
2010 6.78% -14.42% 10.34% 13.35%
2009 -16.46% 18.62% 16.25% 3.39%
2008 -9.65% -6.18% -6.68% -20.55%
2007 0.35% 5.09% 1.88% -3.61%
2006 5.87% -0.56% 5.90% 5.34%
2005 -2.62% -0.51% 4.19% 2.27%
2004 2.46% 1.08% -1.95% 10.80%
2003 -5.48% 18.25% 2.88% 13.65%
2002 3.20% -11.05% -19.70% 10.14%
2001 -9.49% 5.32% -14.01% 12.20%
2000 1.58% -3.23% 8.67% 7.79%
1999 2.63% 10.78% -6.65% 10.01%
1998 10.73% -0.32% -11.74% 17.02%

Rank in Category (By Total Return)

YTD 69
1-Month 84
3-Month 69
1-Year 54
3-Year 54
5-Year 75

Load Adjusted Returns

1-Year 6.59%
3-Year 6.84%
5-Year 15.06%
10-Year 8.12%

Performance & Risk

YTD Return -8.85%
5y Average Return 12.21%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 5.93B
YTD Return 0.38%
Yield 1.43%
Morningstar Rating
Inception Date Mar 27, 1998

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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