LIFAX vs. LIFIX
LIFAX (Lord Abbett Inflation Focused Fund Class A) and LIFIX (Lord Abbett Inflation Focused Fund) are both Inflation-Protected Bonds funds from Lord Abbett. Over the past 10 years, LIFAX returned 3.77%/yr vs 3.97%/yr for LIFIX. With a 0.96 correlation, they move nearly in lockstep. LIFAX charges 0.79%/yr vs 0.47%/yr for LIFIX.
Performance
LIFAX vs. LIFIX - Performance Comparison
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Returns By Period
In the year-to-date period, LIFAX achieves a 1.00% return, which is significantly lower than LIFIX's 1.17% return. Over the past 10 years, LIFAX has underperformed LIFIX with an annualized return of 3.77%, while LIFIX has yielded a comparatively higher 3.97% annualized return.
LIFAX
- 1D
- 0.09%
- 1M
- -0.15%
- YTD
- 1.00%
- 6M
- 1.38%
- 1Y
- 4.20%
- 3Y*
- 4.91%
- 5Y*
- 3.12%
- 10Y*
- 3.77%
LIFIX
- 1D
- 0.09%
- 1M
- -0.04%
- YTD
- 1.17%
- 6M
- 1.56%
- 1Y
- 4.41%
- 3Y*
- 5.10%
- 5Y*
- 3.32%
- 10Y*
- 3.97%
LIFAX vs. LIFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIFAX Lord Abbett Inflation Focused Fund Class A | 1.00% | 7.03% | 4.53% | 3.76% | -5.57% | 10.29% | 5.94% | 4.87% | -1.27% | 1.34% |
LIFIX Lord Abbett Inflation Focused Fund | 1.17% | 7.16% | 4.81% | 3.87% | -5.34% | 10.43% | 6.05% | 5.17% | -1.06% | 1.46% |
Correlation
The correlation between LIFAX and LIFIX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2011 | 0.96 |
The correlation between LIFAX and LIFIX has been stable across timeframes, ranging from 0.88 to 0.96 - a consistent structural relationship.
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Return for Risk
LIFAX vs. LIFIX — Risk / Return Rank
LIFAX
LIFIX
LIFAX vs. LIFIX - 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 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.
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 | LIFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.43 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 3.64 | +0.08 |
| Martin ratioReturn relative to average drawdown | 14.44 | 15.02 | -0.58 |
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Drawdowns
LIFAX vs. LIFIX - Drawdown Comparison
The maximum LIFAX drawdown since its inception was -18.15%, roughly equal to the maximum LIFIX drawdown of -18.02%. Use the drawdown chart below to compare losses from any high point for LIFAX and LIFIX.
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Drawdown Indicators
| LIFAX | LIFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -18.02% | -0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -1.27% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -2.03% | -2.11% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -8.56% | -8.49% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -18.05% | -18.02% | -0.03% |
Current DrawdownCurrent decline from peak | -0.93% | -0.93% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -3.22% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 0.31% | -0.01% |
Volatility
LIFAX vs. LIFIX - Volatility Comparison
Lord Abbett Inflation Focused Fund Class A (LIFAX) and Lord Abbett Inflation Focused Fund (LIFIX) have volatilities of 0.95% and 0.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFAX | LIFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 0.92% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.77% | 1.76% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.37% | 2.37% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.98% | 4.00% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.53% | 4.53% | 0.00% |
LIFAX vs. LIFIX - Expense Ratio Comparison
LIFAX has a 0.79% expense ratio, which is higher than LIFIX's 0.47% expense ratio.
Dividends
LIFAX vs. LIFIX - Dividend Comparison
LIFAX's dividend yield for the trailing twelve months is around 4.76%, less than LIFIX's 4.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIFAX Lord Abbett Inflation Focused Fund Class A | 4.76% | 4.74% | 4.00% | 3.69% | 2.60% | 2.35% | 3.59% | 3.95% | 3.95% | 3.76% | 4.32% | 4.21% |
LIFIX Lord Abbett Inflation Focused Fund | 4.96% | 4.94% | 4.17% | 3.88% | 2.77% | 2.55% | 3.77% | 4.15% | 4.18% | 3.96% | 4.43% | 4.42% |
Frequently Asked Questions
LIFAX and LIFIX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIFAX has higher volatility (0.95%) compared to LIFIX (0.92%). In terms of maximum drawdown, LIFAX dropped -18.15% vs LIFIX's -18.02%.
LIFIX currently has the higher Sharpe Ratio (1.94 vs 1.85), 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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