LIFAX vs. LBNDX
LIFAX (Lord Abbett Inflation Focused Fund Class A) and LBNDX (Lord Abbett Bond Debenture Fund) are both mutual funds - LIFAX is a Inflation-Protected Bonds fund actively managed by Lord Abbett, while LBNDX is a Multisector Bonds fund managed by Lord Abbett. Over the past 10 years, LIFAX returned 3.76%/yr vs 3.81%/yr for LBNDX. Their 0.44 correlation means their historical movements had little consistent relationship. LIFAX charges 0.79%/yr vs 0.77%/yr for LBNDX.
Performance
LIFAX vs. LBNDX - 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 LBNDX's 0.17% return. Both investments have delivered pretty close results over the past 10 years, with LIFAX having a 3.76% annualized return and LBNDX not far ahead at 3.81%.
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%
LBNDX
- 1D
- 0.28%
- 1M
- -1.39%
- 6M
- -0.75%
- YTD
- 0.17%
- 1Y
- 4.23%
- 3Y*
- 6.05%
- 5Y*
- 1.16%
- 10Y*
- 3.81%
- ALL TIME*
- 5.67%
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. LBNDX - 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% |
LBNDX Lord Abbett Bond Debenture Fund | 0.17% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 7.65% | 13.40% | -3.76% | 9.23% |
Correlation
The correlation between LIFAX and LBNDX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.51 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.43 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2011 | 0.44 |
The correlation between LIFAX and LBNDX has been stable across timeframes, ranging from 0.43 to 0.51 - a consistent structural relationship.
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Return for Risk
LIFAX vs. LBNDX — Risk / Return Rank
LIFAX
LBNDX
LIFAX vs. LBNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund Class A (LIFAX) and Lord Abbett Bond Debenture Fund (LBNDX). 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 | LBNDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 1.21 | +1.73 |
| Martin ratioReturn relative to average drawdown | 8.82 | 4.57 | +4.25 |
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Drawdowns
LIFAX vs. LBNDX - Drawdown Comparison
The maximum LIFAX drawdown since its inception was -18.15%, smaller than the maximum LBNDX drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for LIFAX and LBNDX.
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Drawdown Indicators
| LIFAX | LBNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -26.67% | +8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -4.08% | +2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -2.03% | -4.51% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -8.56% | -17.33% | +8.77% |
Max Drawdown (10Y)Largest decline over 10 years | -18.05% | -19.77% | +1.72% |
Current DrawdownCurrent decline from peak | -0.72% | -1.79% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -3.51% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 1.07% | -0.68% |
Volatility
LIFAX vs. LBNDX - Volatility Comparison
The current volatility for Lord Abbett Inflation Focused Fund Class A (LIFAX) is 0.49%, while Lord Abbett Bond Debenture Fund (LBNDX) has a volatility of 0.83%. This indicates that LIFAX experiences smaller price fluctuations and is considered to be less risky than LBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFAX | LBNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 0.83% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 1.82% | 3.25% | -1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.35% | 4.08% | -1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.93% | 4.71% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.48% | 5.00% | -0.52% |
LIFAX vs. LBNDX - Expense Ratio Comparison
LIFAX has a 0.79% expense ratio, which is higher than LBNDX's 0.77% expense ratio.
Dividends
LIFAX vs. LBNDX - Dividend Comparison
LIFAX's dividend yield for the trailing twelve months is around 4.42%, less than LBNDX's 5.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 5.67% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
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 LBNDX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LBNDX has higher volatility (0.83%) compared to LIFAX (0.49%). In terms of maximum drawdown, LIFAX dropped -18.15% vs LBNDX's -26.67%.
LIFAX currently has the higher Sharpe Ratio (1.49 vs 1.21), 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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