Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LIFIX (LORD ABBETT INFLATION FOCUSED FUND CLASS I) | 3.67% | 5.46% | 3.80% | 5.60% | 2.96% | NA | NA | 2.12% |
Data as of 07/08/2025, AR inception is 04/25/2011
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LIFIX (LORD ABBETT INFLATION FOCUSED FUND CLASS I) | 04/25/2011 | 07/08/2025 |
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 (%) | 0.08 | 5.46 | 3.80 | 5.60 | 2.96 | NA | NA | 2.12 | 3.67 | 4.01 | 4.24 | -4.78 | 10.02 | 6.06 | 5.17 | -1.07 | 1.45 | 4.87 | -2.02 | -5.00 | -1.49 | 10.03 | -3.81 |
Sharpe Ratio | NA | 0.77 | 0.07 | 0.83 | 0.31 | NA | NA | 0.24 | 1.25 | -1.00 | 0.00 | -1.01 | 2.67 | 0.63 | 1.15 | -1.00 | 0.31 | 0.94 | -0.47 | -1.82 | -0.48 | 2.34 | -0.96 |
Standard Deviation(%) | NA | 3.01 | 3.90 | 4.32 | 4.72 | NA | NA | 4.53 | 3.38 | 2.58 | 4.08 | 6.14 | 3.74 | 9.19 | 3.27 | 2.39 | 2.62 | 4.96 | 4.34 | 2.76 | 3.17 | 4.31 | 5.69 |
Draw Down(%) | NA | 2.11 | 5.40 | 7.97 | 18.02 | NA | NA | 18.02 | 2.11 | 1.19 | 2.35 | 7.97 | 2.51 | 18.02 | 2.45 | 3.65 | 2.79 | 5.38 | 5.51 | 7.71 | 4.80 | 2.65 | 6.65 |
Yield(%) | 0.00 | 3.63 | 3.68 | 3.68 | 3.40 | 2.94 | 2.21 | 3.15 | 1.66 | 3.43 | 4.22 | 3.09 | 2.35 | 3.84 | 4.20 | 3.96 | 3.86 | 4.11 | 4.15 | 3.86 | 3.54 | 4.12 | 2.21 |
Data as of 07/08/2025, 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 |
---|---|---|---|---|
LIFIX (LORD ABBETT INFLATION FOCUSED FUND CLASS I) |
-4.09%
Feb 2013 - Feb 2016 |
-1.53%
Mar 2015 - Mar 2020 |
1.21%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LIFIX (LORD ABBETT INFLATION FOCUSED FUND CLASS I) |
10.19%
Mar 2020 - Mar 2023 |
7.84%
Mar 2020 - Mar 2025 |
3.05%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart