LIFIX vs. LBNDX
Compare and contrast key facts about Lord Abbett Inflation Focused Fund (LIFIX) and Lord Abbett Bond Debenture Fund (LBNDX).
LIFIX is managed by Lord Abbett. It was launched on Apr 28, 2011. LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971.
Performance
LIFIX vs. LBNDX - Performance Comparison
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LIFIX vs. LBNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIFIX Lord Abbett Inflation Focused Fund | -0.03% | 7.16% | 4.81% | 3.87% | -5.34% | 10.43% | 6.05% | 5.17% | -1.06% | 1.46% |
LBNDX Lord Abbett Bond Debenture Fund | -1.89% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 7.65% | 13.40% | -3.76% | 9.23% |
Returns By Period
In the year-to-date period, LIFIX achieves a -0.03% return, which is significantly higher than LBNDX's -1.89% return. Over the past 10 years, LIFIX has underperformed LBNDX with an annualized return of 3.79%, while LBNDX has yielded a comparatively higher 4.27% annualized 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%
LBNDX
- 1D
- 0.28%
- 1M
- -3.81%
- YTD
- -1.89%
- 6M
- -0.44%
- 1Y
- 5.50%
- 3Y*
- 5.72%
- 5Y*
- 1.23%
- 10Y*
- 4.27%
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LIFIX vs. LBNDX - Expense Ratio Comparison
LIFIX has a 0.47% expense ratio, which is lower than LBNDX's 0.77% expense ratio.
Return for Risk
LIFIX vs. LBNDX — Risk / Return Rank
LIFIX
LBNDX
LIFIX vs. LBNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) 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.
| LIFIX | LBNDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.35 | +0.16 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.86 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.27 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.44 | +0.67 |
Martin ratioReturn relative to average drawdown | 10.26 | 5.44 | +4.83 |
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 | LBNDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.35 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.27 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.85 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.09 | -0.61 |
Correlation
The correlation between LIFIX and LBNDX is 0.45, 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. LBNDX - Dividend Comparison
LIFIX's dividend yield for the trailing twelve months is around 4.52%, less than LBNDX's 5.60% 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% |
LBNDX Lord Abbett Bond Debenture Fund | 5.60% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
Drawdowns
LIFIX vs. LBNDX - Drawdown Comparison
The maximum LIFIX drawdown since its inception was -18.02%, smaller than the maximum LBNDX drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for LIFIX and LBNDX.
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Drawdown Indicators
| LIFIX | LBNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -26.67% | +8.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -4.08% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -8.49% | -17.33% | +8.84% |
Max Drawdown (10Y)Largest decline over 10 years | -18.02% | -19.77% | +1.75% |
Current DrawdownCurrent decline from peak | -1.01% | -3.81% | +2.80% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -3.53% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 1.08% | -0.64% |
Volatility
LIFIX vs. LBNDX - Volatility Comparison
The current volatility for Lord Abbett Inflation Focused Fund (LIFIX) is 0.79%, while Lord Abbett Bond Debenture Fund (LBNDX) has a volatility of 1.77%. This indicates that LIFIX 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
| LIFIX | LBNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 1.77% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 1.58% | 2.82% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 4.40% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.03% | 4.63% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.55% | 5.02% | -0.47% |