LIFIX vs. LIFAX
LIFIX (Lord Abbett Inflation Focused Fund) and LIFAX (Lord Abbett Inflation Focused Fund Class A) are both Inflation-Protected Bonds funds from Lord Abbett. Over the past 10 years, LIFIX returned 3.95%/yr vs 3.76%/yr for LIFAX. Their 0.96 correlation means they have historically moved very closely together. LIFIX charges 0.47%/yr vs 0.79%/yr for LIFAX.
Performance
LIFIX vs. LIFAX - Performance Comparison
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Returns By Period
In the year-to-date period, LIFIX achieves a 1.32% return, which is significantly higher than LIFAX's 1.22% return. Both investments have delivered pretty close results over the past 10 years, with LIFIX having a 3.95% annualized return and LIFAX not far behind at 3.76%.
LIFIX
- 1D
- -0.09%
- 1M
- -0.17%
- 6M
- 0.62%
- YTD
- 1.32%
- 1Y
- 3.07%
- 3Y*
- 4.84%
- 5Y*
- 2.84%
- 10Y*
- 3.95%
- ALL TIME*
- 2.14%
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%
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 |
LIFIX vs. LIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIFIX Lord Abbett Inflation Focused Fund | 1.32% | 7.16% | 4.81% | 3.87% | -5.34% | 10.43% | 6.05% | 5.17% | -1.06% | 1.46% |
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% |
Correlation
The correlation between LIFIX and LIFAX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2011 | 0.96 |
The correlation between LIFIX and LIFAX has been stable across timeframes, ranging from 0.87 to 0.96 - a consistent structural relationship.
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Return for Risk
LIFIX vs. LIFAX — Risk / Return Rank
LIFIX
LIFAX
LIFIX vs. LIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) and Lord Abbett Inflation Focused Fund Class A (LIFAX). 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 | LIFAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.31 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 2.93 | -0.10 |
| Martin ratioReturn relative to average drawdown | 8.94 | 8.82 | +0.12 |
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Drawdowns
LIFIX vs. LIFAX - Drawdown Comparison
The maximum LIFIX drawdown since its inception was -18.02%, roughly equal to the maximum LIFAX drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for LIFIX and LIFAX.
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Drawdown Indicators
| LIFIX | LIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.02% | -18.15% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -1.27% | -1.18% | -0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -2.11% | -2.03% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -8.49% | -8.56% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -18.02% | -18.05% | +0.03% |
Current DrawdownCurrent decline from peak | -0.79% | -0.72% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -3.48% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 0.39% | +0.01% |
Volatility
LIFIX vs. LIFAX - Volatility Comparison
Lord Abbett Inflation Focused Fund (LIFIX) has a higher volatility of 0.56% compared to Lord Abbett Inflation Focused Fund Class A (LIFAX) at 0.49%. This indicates that LIFIX's price experiences larger fluctuations and is considered to be riskier than LIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFIX | LIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 0.49% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 1.86% | 1.82% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.39% | 2.35% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.95% | 3.93% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.48% | 4.48% | 0.00% |
LIFIX vs. LIFAX - Expense Ratio Comparison
LIFIX has a 0.47% expense ratio, which is lower than LIFAX's 0.79% expense ratio.
Dividends
LIFIX vs. LIFAX - Dividend Comparison
LIFIX's dividend yield for the trailing twelve months is around 4.61%, more than LIFAX's 4.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LIFIX Lord Abbett Inflation Focused Fund | 4.61% | 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 LIFAX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIFIX has higher volatility (0.56%) compared to LIFAX (0.49%). In terms of maximum drawdown, LIFIX dropped -18.02% vs LIFAX's -18.15%.
LIFIX currently has the higher Sharpe Ratio (1.51 vs 1.49), 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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