Nasdaq - Delayed Quote USD
Lord Abbett Inflation Focused Fund (LIFOX)
11.78
-0.01
(-0.08%)
At close: 8:01:27 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.45% |
| 5y Average Return | 7.41% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 7, 2025) | 10.64% |
| Worst 1Y Total Return (May 7, 2025) | -- |
| Best 3Y Total Return | 10.64% |
| Worst 3Y Total Return | 1.57% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LIFOX
Category
- YTD
- 3.78%
- 0.00%
- 1-Month
- 0.45%
- 0.00%
- 3-Month
- 2.57%
- 0.00%
- 1-Year
- 7.86%
- 0.00%
- 3-Year
- 2.92%
- 0.00%
- 5-Year
- 7.30%
- 0.00%
- 10-Year
- 3.24%
- 0.00%
- Last Bull Market
- 3.97%
- 0.00%
- Last Bear Market
- -3.94%
- 0.00%
Annual Total Return (%) History
Year
LIFOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 3.32% | -- | -- | -- |
| 2024 | 1.36% | 1.42% | 2.42% | -0.08% |
| 2023 | 2.68% | -1.05% | -0.12% | 2.76% |
| 2022 | -0.43% | -3.94% | -2.19% | 2.12% |
| 2021 | 4.41% | 1.67% | 2.32% | 1.86% |
| 2020 | -14.75% | 10.52% | 6.30% | 6.02% |
| 2019 | 2.66% | 0.48% | -1.30% | 3.26% |
| 2018 | 0.58% | 1.02% | 0.78% | -3.22% |
| 2017 | 1.31% | 1.01% | -- | -- |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 90 |
| 3-Month | 91 |
| 1-Year | 86 |
| 3-Year | 54 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 7.86% |
| 3-Year | 2.92% |
| 5-Year | 7.30% |
| 10-Year | 3.24% |
Performance & Risk
| YTD Return | 3.45% |
| 5y Average Return | 7.41% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.43 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Inflation-Protected Bond |
| Fund Family | Lord Abbett |
| Net Assets | 748.34M |
| YTD Return | 3.78% |
| Yield | 4.77% |
| Morningstar Rating | |
| Inception Date | Apr 29, 2011 |
Fund Summary
The fund uses the Consumer Price Index ("CPI") for All Urban Consumers to measure the rate of inflation in the U.S. economy. It pursues its investment objective by combining inflation-linked derivatives and inflation-indexed fixed income securities (collectively, "Inflation-Linked Investments") with a portfolio of fixed income securities. In addition, the fund may buy or sell Treasury futures or interest rate swaps to actively manage its portfolio duration.
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