LGLIX vs. LIFIX
Compare and contrast key facts about Lord Abbett Growth Leaders Fund (LGLIX) and Lord Abbett Inflation Focused Fund (LIFIX).
LGLIX is managed by Lord Abbett. It was launched on Jun 30, 2011. LIFIX is managed by Lord Abbett. It was launched on Apr 28, 2011.
Performance
LGLIX vs. LIFIX - Performance Comparison
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LGLIX vs. LIFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGLIX Lord Abbett Growth Leaders Fund | -14.54% | 16.49% | 44.97% | 33.29% | -38.73% | 8.62% | 77.55% | 35.02% | -1.08% | 31.64% |
LIFIX Lord Abbett Inflation Focused Fund | -0.03% | 7.16% | 4.81% | 3.87% | -5.34% | 10.43% | 6.05% | 5.17% | -1.06% | 1.46% |
Returns By Period
In the year-to-date period, LGLIX achieves a -14.54% return, which is significantly lower than LIFIX's -0.03% return. Over the past 10 years, LGLIX has outperformed LIFIX with an annualized return of 15.30%, while LIFIX has yielded a comparatively lower 3.79% annualized return.
LGLIX
- 1D
- -1.78%
- 1M
- -9.21%
- YTD
- -14.54%
- 6M
- -17.40%
- 1Y
- 15.24%
- 3Y*
- 20.47%
- 5Y*
- 5.89%
- 10Y*
- 15.30%
LIFIX
- 1D
- 0.26%
- 1M
- -1.01%
- YTD
- -0.03%
- 6M
- 0.24%
- 1Y
- 3.79%
- 3Y*
- 4.34%
- 5Y*
- 3.16%
- 10Y*
- 3.79%
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LGLIX vs. LIFIX - Expense Ratio Comparison
LGLIX has a 0.64% expense ratio, which is higher than LIFIX's 0.47% expense ratio.
Return for Risk
LGLIX vs. LIFIX — Risk / Return Rank
LGLIX
LIFIX
LGLIX vs. LIFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) and Lord Abbett Inflation Focused Fund (LIFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LGLIX | LIFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.51 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.93 | 2.42 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 2.12 | -1.58 |
Martin ratioReturn relative to average drawdown | 1.66 | 10.26 | -8.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LGLIX | LIFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.51 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.79 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.84 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.47 | +0.15 |
Correlation
The correlation between LGLIX and LIFIX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LGLIX vs. LIFIX - Dividend Comparison
LGLIX's dividend yield for the trailing twelve months is around 2.33%, less than LIFIX's 4.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGLIX Lord Abbett Growth Leaders Fund | 2.33% | 1.99% | 0.00% | 0.00% | 0.00% | 23.83% | 9.27% | 8.01% | 19.82% | 6.46% | 0.00% | 4.84% |
LIFIX Lord Abbett Inflation Focused Fund | 4.52% | 4.94% | 4.17% | 3.88% | 2.77% | 2.55% | 3.77% | 4.15% | 4.18% | 3.96% | 4.43% | 4.42% |
Drawdowns
LGLIX vs. LIFIX - Drawdown Comparison
The maximum LGLIX drawdown since its inception was -45.95%, which is greater than LIFIX's maximum drawdown of -18.02%. Use the drawdown chart below to compare losses from any high point for LGLIX and LIFIX.
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Drawdown Indicators
| LGLIX | LIFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.95% | -18.02% | -27.93% |
Max Drawdown (1Y)Largest decline over 1 year | -21.01% | -2.11% | -18.90% |
Max Drawdown (5Y)Largest decline over 5 years | -45.95% | -8.49% | -37.46% |
Max Drawdown (10Y)Largest decline over 10 years | -45.95% | -18.02% | -27.93% |
Current DrawdownCurrent decline from peak | -21.01% | -1.01% | -20.00% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -3.27% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.80% | 0.44% | +6.36% |
Volatility
LGLIX vs. LIFIX - Volatility Comparison
Lord Abbett Growth Leaders Fund (LGLIX) has a higher volatility of 7.99% compared to Lord Abbett Inflation Focused Fund (LIFIX) at 0.79%. This indicates that LGLIX's price experiences larger fluctuations and is considered to be riskier than LIFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGLIX | LIFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 0.79% | +7.20% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 1.58% | +14.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.65% | 2.86% | +23.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.79% | 4.03% | +21.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.65% | 4.55% | +20.10% |