LIFIX vs. FSPWX
Compare and contrast key facts about Lord Abbett Inflation Focused Fund (LIFIX) and Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX).
LIFIX is managed by Lord Abbett. It was launched on Apr 28, 2011. FSPWX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg U.S. Treasury Inflation Protected Securities Index. It was launched on Aug 16, 2024.
Performance
LIFIX vs. FSPWX - Performance Comparison
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LIFIX vs. FSPWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LIFIX Lord Abbett Inflation Focused Fund | -0.03% | 7.16% | 1.74% |
FSPWX Fidelity SAI Inflation-Protected Bond Index Fund | 0.50% | 6.76% | -1.32% |
Returns By Period
In the year-to-date period, LIFIX achieves a -0.03% return, which is significantly lower than FSPWX's 0.50% return.
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%
FSPWX
- 1D
- 0.70%
- 1M
- -1.27%
- YTD
- 0.50%
- 6M
- 0.41%
- 1Y
- 2.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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LIFIX vs. FSPWX - Expense Ratio Comparison
LIFIX has a 0.47% expense ratio, which is higher than FSPWX's 0.05% expense ratio.
Return for Risk
LIFIX vs. FSPWX — Risk / Return Rank
LIFIX
FSPWX
LIFIX vs. FSPWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) and Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX). 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.
| LIFIX | FSPWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.84 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.17 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.15 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.41 | +0.71 |
Martin ratioReturn relative to average drawdown | 10.26 | 4.38 | +5.88 |
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
| LIFIX | FSPWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.84 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.88 | -0.41 |
Correlation
The correlation between LIFIX and FSPWX is 0.63, 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
LIFIX vs. FSPWX - Dividend Comparison
LIFIX's dividend yield for the trailing twelve months is around 4.52%, more than FSPWX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSPWX Fidelity SAI Inflation-Protected Bond Index Fund | 4.17% | 4.19% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIFIX vs. FSPWX - Drawdown Comparison
The maximum LIFIX drawdown since its inception was -18.02%, which is greater than FSPWX's maximum drawdown of -3.84%. Use the drawdown chart below to compare losses from any high point for LIFIX and FSPWX.
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Drawdown Indicators
| LIFIX | FSPWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -3.84% | -14.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -2.91% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -8.49% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.02% | — | — |
Current DrawdownCurrent decline from peak | -1.01% | -1.27% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -1.04% | -2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 0.94% | -0.50% |
Volatility
LIFIX vs. FSPWX - Volatility Comparison
The current volatility for Lord Abbett Inflation Focused Fund (LIFIX) is 0.79%, while Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX) has a volatility of 1.44%. This indicates that LIFIX experiences smaller price fluctuations and is considered to be less risky than FSPWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFIX | FSPWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 1.44% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 1.58% | 2.29% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 4.10% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.03% | 4.17% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.55% | 4.17% | +0.38% |