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Lord Abbett Inflation Focused Fund (LIFIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Lord Abbett Inflation Focused Fund (LIFIX)

Mutual Fund · Currency in USD · Last updated May 30, 2025

The fund uses the Consumer Price Index ("CPI") for All Urban Consumers to measure the rate of inflation in the U.S. economy. It pursues its investment objective by combining inflation-linked derivatives and inflation-indexed fixed income securities (collectively, "Inflation-Linked Investments") with a portfolio of fixed income securities. In addition, the fund may buy or sell Treasury futures or interest rate swaps to actively manage its portfolio duration.

Fund Info

ISIN

US54400U5020

Issuer

Lord Abbett

Inception Date

Apr 28, 2011

Category

Inflation-Protected Bonds

Min. Investment

$1,000,000

Asset Class

Bond

Expense Ratio

LIFIX has an expense ratio of 0.47%, placing it in the medium range.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Lord Abbett Inflation Focused Fund

Popular comparisons:
LIFIX vs. IVV
Popular comparisons:
LIFIX vs. IVV

Performance

Performance Chart

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S&P 500

Returns By Period

Lord Abbett Inflation Focused Fund (LIFIX) returned 3.14% year-to-date (YTD) and 6.79% over the past 12 months. Over the past 10 years, LIFIX returned 3.18% annually, underperforming the S&P 500 benchmark at 10.84%.

LIFIX

YTD

3.14%

1M

0.10%

6M

3.62%

1Y

6.79%

3Y*

2.96%

5Y*

6.70%

10Y*

3.18%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of LIFIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.18%1.17%0.84%0.44%-0.51%3.14%
20240.97%-0.09%0.44%0.31%0.97%0.09%1.12%0.26%1.50%-0.55%0.00%0.46%5.58%
20231.72%-0.20%1.47%-0.43%-0.57%0.02%0.88%-0.59%-0.88%0.54%1.08%1.14%4.22%
2022-0.57%0.70%-0.47%-0.16%-0.34%-3.49%3.05%-0.73%-4.41%1.79%0.76%-0.87%-4.85%
20211.89%0.36%2.01%1.08%0.58%0.00%1.07%0.48%0.75%1.05%-0.06%0.76%10.43%
2020-0.72%-1.56%-12.76%5.36%1.81%3.00%2.69%4.27%-0.73%1.07%1.89%2.86%6.06%
20191.85%0.70%0.18%1.17%-1.21%0.44%0.60%-1.55%-0.27%0.41%0.89%1.92%5.18%
20180.82%-0.09%-0.18%0.77%-0.18%0.42%0.41%0.01%0.35%-1.11%-0.51%-1.73%-1.05%
20170.65%-0.01%0.15%-0.06%-1.00%-0.50%0.67%-0.16%0.76%0.23%0.26%0.49%1.46%
2016-2.49%-0.81%2.52%1.25%-0.72%-1.11%0.42%0.67%1.49%1.73%1.82%0.51%5.29%
2015-0.49%1.68%-1.28%1.38%-0.28%0.67%-1.51%-0.89%-2.29%1.25%0.54%-0.71%-2.00%
2014-0.05%0.45%-0.33%0.46%0.83%0.96%-0.03%-1.01%-1.73%-0.60%-1.34%-2.65%-4.99%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, LIFIX is among the top 6% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of LIFIX is 9494
Overall Rank
The Sharpe Ratio Rank of LIFIX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of LIFIX is 9494
Sortino Ratio Rank
The Omega Ratio Rank of LIFIX is 9292
Omega Ratio Rank
The Calmar Ratio Rank of LIFIX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of LIFIX is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Lord Abbett Inflation Focused Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 2.20
  • 5-Year: 1.52
  • 10-Year: 0.67
  • All Time: 0.49

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Lord Abbett Inflation Focused Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Lord Abbett Inflation Focused Fund provided a 4.72% dividend yield over the last twelve months, with an annual payout of $0.55 per share. The fund has been increasing its distributions for 3 consecutive years.

2.50%3.00%3.50%4.00%4.50%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.55$0.53$0.49$0.42$0.32$0.44$0.48$0.47$0.47$0.54$0.54$0.55

Dividend yield

4.72%4.56%4.23%3.64%2.56%3.77%4.16%4.18%3.96%4.44%4.43%4.24%

Monthly Dividends

The table displays the monthly dividend distributions for Lord Abbett Inflation Focused Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.05$0.05$0.05$0.05$0.00$0.19
2024$0.04$0.04$0.04$0.04$0.04$0.05$0.04$0.05$0.05$0.05$0.05$0.05$0.53
2023$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.49
2022$0.03$0.03$0.03$0.03$0.04$0.03$0.04$0.04$0.03$0.04$0.04$0.06$0.42
2021$0.03$0.04$0.03$0.03$0.03$0.03$0.02$0.03$0.02$0.02$0.02$0.03$0.32
2020$0.04$0.03$0.04$0.04$0.03$0.04$0.03$0.04$0.04$0.04$0.04$0.03$0.44
2019$0.04$0.04$0.04$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.48
2018$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.47
2017$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.47
2016$0.05$0.04$0.04$0.05$0.04$0.05$0.04$0.05$0.04$0.05$0.05$0.04$0.54
2015$0.05$0.05$0.04$0.05$0.04$0.05$0.05$0.05$0.04$0.04$0.05$0.04$0.54
2014$0.04$0.04$0.04$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.55

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Lord Abbett Inflation Focused Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lord Abbett Inflation Focused Fund was 18.02%, occurring on Mar 19, 2020. Recovery took 113 trading sessions.

The current Lord Abbett Inflation Focused Fund drawdown is 0.51%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.02%Jan 3, 202053Mar 19, 2020113Aug 28, 2020166
-14.03%Jul 14, 2014400Feb 11, 2016966Dec 12, 20191366
-7.73%Mar 9, 2022144Sep 29, 2022424May 31, 2024568
-6.65%Aug 2, 201145Oct 4, 201195Feb 21, 2012140
-4.8%Feb 4, 201398Jun 24, 2013259Jul 3, 2014357
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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