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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.50%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
LIFVXCategory AverageLIFVXCategory AverageLIFVXCategory Average
Alpha -0.18 0.01 6.68 0.02 1.65 0
BETA 0.39 0 0.44 0 0.25 0
Mean Annual Return 0.24 0 0.68 0 0.29 0
R-squared 39.33 0.52 25.59 0.43 3.97 0.39
Standard Deviation 4.75 0.04 5.28 0.04 6.22 0.03
Sharpe Ratio -0.35 -0 0.98 0 0.25 0
Treynor Ratio -4.62 -0.05 12.55 0.02 5.56 0.01

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