Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LIFAX (LORD ABBETT INFLATION FOCUSED FUND CLASS A) | 2.99% | 4.77% | 2.17% | 5.62% | 2.60% | NA | NA | 1.81% |
Data as of 06/05/2025, AR inception is 04/25/2011
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LIFAX (LORD ABBETT INFLATION FOCUSED FUND CLASS A) | 04/25/2011 | 06/05/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.17 | 4.77 | 2.17 | 5.62 | 2.60 | NA | NA | 1.81 | 2.99 | 3.39 | 4.11 | -5.05 | 9.92 | 5.94 | 4.87 | -1.27 | 0.32 | 4.60 | -2.23 | -5.19 | -1.74 | 9.88 | -3.92 |
Sharpe Ratio | NA | 0.16 | -0.38 | 0.85 | 0.22 | NA | NA | 0.15 | 0.31 | -1.25 | -0.03 | -1.05 | 2.60 | 0.61 | 1.05 | -1.12 | -0.12 | 0.89 | -0.52 | -1.89 | -0.57 | 2.29 | -0.99 |
Standard Deviation(%) | NA | 2.78 | 4.05 | 4.39 | 4.72 | NA | NA | 4.54 | 3.11 | 2.56 | 4.04 | 6.12 | 3.81 | 9.27 | 3.31 | 2.32 | 2.63 | 4.95 | 4.33 | 2.76 | 3.13 | 4.33 | 5.69 |
Draw Down(%) | NA | 2.03 | 6.22 | 8.06 | 18.05 | NA | NA | 19.36 | 2.03 | 1.19 | 2.35 | 8.06 | 2.52 | 18.05 | 2.42 | 3.60 | 3.80 | 5.40 | 5.55 | 7.85 | 4.86 | 2.64 | 6.68 |
Yield(%) | 0.00 | 3.48 | 3.46 | 3.60 | 3.25 | 2.79 | 2.10 | 2.99 | 1.59 | 3.29 | 4.02 | 2.90 | 2.17 | 3.65 | 4.00 | 3.76 | 3.66 | 3.94 | 3.94 | 3.67 | 3.36 | 3.91 | 2.10 |
Data as of 06/05/2025, AR inception is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LIFAX (LORD ABBETT INFLATION FOCUSED FUND CLASS A) |
-4.29%
Feb 2013 - Feb 2016 |
-1.94%
Mar 2015 - Mar 2020 |
0.90%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LIFAX (LORD ABBETT INFLATION FOCUSED FUND CLASS A) |
10.05%
Mar 2020 - Mar 2023 |
7.68%
Mar 2020 - Mar 2025 |
2.76%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart