LHYAX vs. LIFIX
Compare and contrast key facts about Lord Abbett High Yield Fund (LHYAX) and Lord Abbett Inflation Focused Fund (LIFIX).
LHYAX is managed by Lord Abbett. It was launched on Dec 31, 1998. LIFIX is managed by Lord Abbett. It was launched on Apr 28, 2011.
Performance
LHYAX vs. LIFIX - Performance Comparison
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LHYAX vs. LIFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LHYAX Lord Abbett High Yield Fund | -1.34% | 7.44% | 7.25% | 9.84% | -14.97% | 6.16% | 4.56% | 15.11% | -5.10% | 8.53% |
LIFIX Lord Abbett Inflation Focused Fund | 0.14% | 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, LHYAX achieves a -1.34% return, which is significantly lower than LIFIX's 0.14% return. Over the past 10 years, LHYAX has outperformed LIFIX with an annualized return of 4.71%, while LIFIX has yielded a comparatively lower 3.81% annualized return.
LHYAX
- 1D
- 0.65%
- 1M
- -2.05%
- YTD
- -1.34%
- 6M
- -0.00%
- 1Y
- 5.50%
- 3Y*
- 6.74%
- 5Y*
- 2.05%
- 10Y*
- 4.71%
LIFIX
- 1D
- 0.17%
- 1M
- -0.68%
- YTD
- 0.14%
- 6M
- 0.33%
- 1Y
- 4.05%
- 3Y*
- 4.40%
- 5Y*
- 3.22%
- 10Y*
- 3.81%
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LHYAX vs. LIFIX - Expense Ratio Comparison
LHYAX has a 0.88% expense ratio, which is higher than LIFIX's 0.47% expense ratio.
Return for Risk
LHYAX vs. LIFIX — Risk / Return Rank
LHYAX
LIFIX
LHYAX vs. LIFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett High Yield Fund (LHYAX) 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.
| LHYAX | LIFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.41 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.24 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.12 | -0.54 |
Martin ratioReturn relative to average drawdown | 6.06 | 10.19 | -4.14 |
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
| LHYAX | LIFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.41 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.80 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.84 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.48 | +0.66 |
Correlation
The correlation between LHYAX and LIFIX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LHYAX vs. LIFIX - Dividend Comparison
LHYAX's dividend yield for the trailing twelve months is around 6.76%, more than LIFIX's 4.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LHYAX Lord Abbett High Yield Fund | 6.76% | 7.13% | 6.02% | 5.84% | 4.60% | 4.91% | 5.15% | 5.47% | 6.29% | 5.65% | 5.85% | 6.08% |
LIFIX Lord Abbett Inflation Focused Fund | 4.51% | 4.94% | 4.17% | 3.88% | 2.77% | 2.55% | 3.77% | 4.15% | 4.18% | 3.96% | 4.43% | 4.42% |
Drawdowns
LHYAX vs. LIFIX - Drawdown Comparison
The maximum LHYAX drawdown since its inception was -31.68%, which is greater than LIFIX's maximum drawdown of -18.02%. Use the drawdown chart below to compare losses from any high point for LHYAX and LIFIX.
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Drawdown Indicators
| LHYAX | LIFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.68% | -18.02% | -13.66% |
Max Drawdown (1Y)Largest decline over 1 year | -3.80% | -2.11% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -8.49% | -10.18% |
Max Drawdown (10Y)Largest decline over 10 years | -24.23% | -18.02% | -6.21% |
Current DrawdownCurrent decline from peak | -2.39% | -0.84% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -3.27% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.44% | +0.55% |
Volatility
LHYAX vs. LIFIX - Volatility Comparison
Lord Abbett High Yield Fund (LHYAX) has a higher volatility of 1.61% compared to Lord Abbett Inflation Focused Fund (LIFIX) at 0.81%. This indicates that LHYAX'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
| LHYAX | LIFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 0.81% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 1.59% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.25% | 2.86% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.04% | 4.03% | +1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.72% | 4.55% | +1.17% |