LIFIX vs. LAVLX
LIFIX (Lord Abbett Inflation Focused Fund) and LAVLX (Lord Abbett Mid Cap Stock Fund) are both mutual funds - LIFIX is a Inflation-Protected Bonds fund managed by Lord Abbett, while LAVLX is a Mid Cap Value Equities fund managed by Lord Abbett. Over the past 10 years, LIFIX returned 3.97%/yr vs 8.85%/yr for LAVLX. At a 0.31 correlation, their price movements are largely independent. LIFIX charges 0.47%/yr vs 0.98%/yr for LAVLX.
Performance
LIFIX vs. LAVLX - Performance Comparison
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Returns By Period
In the year-to-date period, LIFIX achieves a 1.17% return, which is significantly lower than LAVLX's 12.53% return. Over the past 10 years, LIFIX has underperformed LAVLX with an annualized return of 3.97%, while LAVLX has yielded a comparatively higher 8.85% annualized return.
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%
LAVLX
- 1D
- 0.16%
- 1M
- 1.85%
- YTD
- 12.53%
- 6M
- 11.11%
- 1Y
- 25.36%
- 3Y*
- 15.24%
- 5Y*
- 9.67%
- 10Y*
- 8.85%
LIFIX vs. LAVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LAVLX Lord Abbett Mid Cap Stock Fund | 12.53% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
Correlation
The correlation between LIFIX and LAVLX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2011 | 0.31 |
The correlation between LIFIX and LAVLX shifts across timeframes, from 0.14 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LIFIX vs. LAVLX — Risk / Return Rank
LIFIX
LAVLX
LIFIX vs. LAVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) and Lord Abbett Mid Cap Stock Fund (LAVLX). 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.
| LIFIX | LAVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.36 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.64 | 3.31 | +0.33 |
| Martin ratioReturn relative to average drawdown | 15.02 | 12.16 | +2.86 |
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Drawdowns
LIFIX vs. LAVLX - Drawdown Comparison
The maximum LIFIX drawdown since its inception was -18.02%, smaller than the maximum LAVLX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for LIFIX and LAVLX.
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Drawdown Indicators
| LIFIX | LAVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -60.58% | +42.56% |
Max Drawdown (1Y)Largest decline over 1 year | -1.27% | -7.72% | +6.45% |
Max Drawdown (3Y)Largest decline over 3 years | -2.11% | -20.91% | +18.80% |
Max Drawdown (5Y)Largest decline over 5 years | -8.49% | -21.76% | +13.27% |
Max Drawdown (10Y)Largest decline over 10 years | -18.02% | -42.16% | +24.14% |
Current DrawdownCurrent decline from peak | -0.93% | -0.58% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -3.22% | -8.11% | +4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 2.09% | -1.78% |
Volatility
LIFIX vs. LAVLX - Volatility Comparison
The current volatility for Lord Abbett Inflation Focused Fund (LIFIX) is 0.92%, while Lord Abbett Mid Cap Stock Fund (LAVLX) has a volatility of 4.46%. This indicates that LIFIX experiences smaller price fluctuations and is considered to be less risky than LAVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFIX | LAVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.92% | 4.46% | -3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 9.43% | -7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.37% | 12.66% | -10.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.00% | 17.31% | -13.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.53% | 19.58% | -15.05% |
LIFIX vs. LAVLX - Expense Ratio Comparison
LIFIX has a 0.47% expense ratio, which is lower than LAVLX's 0.98% expense ratio.
Dividends
LIFIX vs. LAVLX - Dividend Comparison
LIFIX's dividend yield for the trailing twelve months is around 4.96%, less than LAVLX's 6.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 6.26% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
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
LIFIX and LAVLX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAVLX has higher volatility (4.46%) compared to LIFIX (0.92%). In terms of maximum drawdown, LIFIX dropped -18.02% vs LAVLX's -60.58%.
LAVLX currently has the higher Sharpe Ratio (2.02 vs 1.94), 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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