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Nasdaq - Delayed Quote USD

Lord Abbett Inflation Focused Fund (LIFVX)

11.65
-0.01
(-0.09%)
At close: 8:01:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.23%
5y Average Return 6.66%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 14, 2025) 10.50%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 10.50%
Worst 3Y Total Return 1.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LIFVX
Category
YTD
3.32%
0.00%
1-Month
0.84%
0.00%
3-Month
3.32%
0.00%
1-Year
7.23%
0.00%
3-Year
2.83%
0.00%
5-Year
8.30%
0.00%
10-Year
3.36%
0.00%
Last Bull Market
3.97%
0.00%
Last Bear Market
-3.95%
0.00%

Annual Total Return (%) History

Year
LIFVX
Category
2025
--
--
2024
5.20%
--
2023
4.27%
--
2022
-4.48%
--
2021
10.50%
--
2020
6.20%
--
2019
5.14%
--
2018
-0.98%
--

2017
1.72%
--
2016
5.38%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.32% -- -- --
2024 1.36% 1.42% 2.42% -0.08%
2023 2.68% -1.05% -0.12% 2.76%
2022 -0.43% -3.95% -2.20% 2.12%
2021 4.25% 1.68% 2.33% 1.87%
2020 -14.75% 10.63% 6.20% 6.02%
2019 2.75% 0.39% -1.30% 3.26%
2018 0.50% 1.02% 0.78% -3.21%
2017 0.84% -1.52% 1.31% 1.11%
2016 -0.82% -0.54% 2.56% 4.16%

2015 -4.60% 1.11% -- --

Rank in Category (By Total Return)

YTD 50
1-Month 82
3-Month 50
1-Year 11
3-Year 38
5-Year 1

Load Adjusted Returns

1-Year 7.23%
3-Year 2.83%
5-Year 8.30%
10-Year 3.36%

Performance & Risk

YTD Return 2.23%
5y Average Return 6.66%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.39
Morningstar Risk Rating

Fund Overview

Category Short-Term Inflation-Protected Bond
Fund Family Lord Abbett
Net Assets 743.21M
YTD Return 3.32%
Yield 4.70%
Morningstar Rating
Inception Date Jun 30, 2015

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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