LIFAX vs. BKIPX
LIFAX (Lord Abbett Inflation Focused Fund Class A) and BKIPX (iShares Short-Term TIPS Bond Index Fund Class K) are both Inflation-Protected Bonds funds. LIFAX is actively managed, while BKIPX is passively managed. Over the past 5 years, LIFAX returned 2.67%/yr vs 2.39%/yr for BKIPX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. LIFAX charges 0.79%/yr vs 0.06%/yr for BKIPX.
Performance
LIFAX vs. BKIPX - Performance Comparison
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Returns By Period
In the year-to-date period, LIFAX achieves a 1.22% return, which is significantly higher than BKIPX's 1.10% return.
LIFAX
- 1D
- 0.00%
- 1M
- -0.17%
- 6M
- 0.53%
- YTD
- 1.22%
- 1Y
- 2.88%
- 3Y*
- 4.65%
- 5Y*
- 2.67%
- 10Y*
- 3.76%
- ALL TIME*
- 1.96%
BKIPX
- 1D
- -0.10%
- 1M
- -0.42%
- 6M
- 0.57%
- YTD
- 1.10%
- 1Y
- 2.37%
- 3Y*
- 4.59%
- 5Y*
- 2.39%
- 10Y*
- —
- ALL TIME*
- 2.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LIFAX vs. BKIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIFAX Lord Abbett Inflation Focused Fund Class A | 1.22% | 7.03% | 4.53% | 3.76% | -5.57% | 10.29% | 5.94% | 4.87% | -1.27% | 1.34% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 1.10% | 6.08% | 4.77% | 3.37% | -4.18% | 5.21% | 4.86% | 4.90% | 0.61% | 0.90% |
Correlation
The correlation between LIFAX and BKIPX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.60 |
The correlation between LIFAX and BKIPX shifts across timeframes, from 0.60 (all time) to 0.80 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
LIFAX vs. BKIPX — Risk / Return Rank
LIFAX
BKIPX
LIFAX vs. BKIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund Class A (LIFAX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LIFAX | BKIPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 2.20 | +0.73 |
| Martin ratioReturn relative to average drawdown | 8.82 | 7.05 | +1.77 |
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Drawdowns
LIFAX vs. BKIPX - Drawdown Comparison
The maximum LIFAX drawdown since its inception was -18.15%, which is greater than BKIPX's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for LIFAX and BKIPX.
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Drawdown Indicators
| LIFAX | BKIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -6.42% | -11.73% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -1.34% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -2.03% | -1.34% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -8.56% | -6.42% | -2.14% |
Max Drawdown (10Y)Largest decline over 10 years | -18.05% | — | — |
Current DrawdownCurrent decline from peak | -0.72% | -0.88% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -1.06% | -2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 0.42% | -0.03% |
Volatility
LIFAX vs. BKIPX - Volatility Comparison
Lord Abbett Inflation Focused Fund Class A (LIFAX) has a higher volatility of 0.49% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 0.43%. This indicates that LIFAX's price experiences larger fluctuations and is considered to be riskier than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFAX | BKIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 0.43% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.82% | 2.03% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.35% | 2.42% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.93% | 3.12% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.48% | 2.65% | +1.83% |
LIFAX vs. BKIPX - Expense Ratio Comparison
LIFAX has a 0.79% expense ratio, which is higher than BKIPX's 0.06% expense ratio.
Dividends
LIFAX vs. BKIPX - Dividend Comparison
LIFAX's dividend yield for the trailing twelve months is around 4.42%, less than BKIPX's 4.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 4.91% | 4.68% | 4.33% | 2.77% | 4.80% | 4.41% | 1.17% | 2.54% | 2.56% | 1.90% | 0.00% | 0.00% |
LIFAX Lord Abbett Inflation Focused Fund Class A | 4.42% | 4.74% | 4.00% | 3.69% | 2.60% | 2.35% | 3.59% | 3.95% | 3.95% | 3.76% | 4.32% | 4.21% |
Frequently Asked Questions
LIFAX and BKIPX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIFAX has higher volatility (0.49%) compared to BKIPX (0.43%). In terms of maximum drawdown, LIFAX dropped -18.15% vs BKIPX's -6.42%.
LIFAX currently has the higher Sharpe Ratio (1.49 vs 1.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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