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LIFAX: LORD ABBETT INFLATION FOCUSED FUND CLASS A (MUTUAL FUND)
Basic Info 11.76 0(0.0%) June 08
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 04/25/2011 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.28% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 1.0 | 4.7 | 5.0 | 3.0 | 3.6 | 2.1 | 2.1 | 7.0 | 4.9 | 4.1 | -5.1 | 9.9 | 5.9 | 4.9 | -1.3 | 0.3 | 4.6 | -2.2 | -5.2 | -1.7 | 9.9 | -3.9 |
| Sharpe Ratio | NA | -0.1 | 0.82 | 0.61 | 0.13 | 0.44 | NA | 0.22 | 1.47 | 0.49 | 0.11 | -1.06 | 2.6 | 0.61 | 1.03 | -1.15 | -0.13 | 0.89 | -0.52 | -1.89 | -0.57 | 2.29 | -0.99 |
| Draw Down(%) | NA | 1.2 | 1.2 | 2.0 | 8.1 | 18.1 | NA | 19.4 | 2.0 | 1.2 | 2.3 | 8.1 | 2.5 | 18.1 | 2.4 | 3.6 | 3.8 | 5.4 | 5.5 | 7.8 | 4.9 | 2.6 | 6.7 |
| Standard Deviation(%) | NA | 2.4 | 2.3 | 2.9 | 4.0 | 4.6 | NA | 4.4 | 2.8 | 2.7 | 4.0 | 6.1 | 3.8 | 9.3 | 3.3 | 2.3 | 2.6 | 4.9 | 4.3 | 2.8 | 3.1 | 4.3 | 5.7 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.04 | 0.01 | 0.05 | NA | 0.03 | 0.09 | 0.04 | 0.01 | -0.12 | 0.3 | 0.12 | 0.2 | -0.31 | -0.03 | 0.39 | -0.54 | -0.31 | -0.08 | 1.71 | -0.69 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | 0.0 | 0.04 | -0.03 |
| Beta | NA | 0.43 | 0.4 | 0.42 | 0.48 | 0.41 | NA | 0.31 | 0.44 | 0.36 | 0.49 | 0.55 | 0.34 | 0.46 | 0.17 | 0.09 | 0.12 | 0.11 | 0.04 | 0.17 | 0.22 | 0.06 | 0.08 |
| RSquared | NA | 0.41 | 0.36 | 0.48 | 0.52 | 0.24 | NA | 0.14 | 0.45 | 0.37 | 0.68 | 0.62 | 0.16 | 0.12 | 0.04 | 0.01 | 0.03 | 0.01 | 0.0 | 0.07 | 0.16 | 0.0 | 0.01 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 4.4 | 4.0 | 2.9 | 2.2 | 3.6 | 4.0 | 3.8 | 3.7 | 3.9 | 3.9 | 3.7 | 3.4 | 3.9 | 2.1 |
| Dividend Growth(%) | N/A | -68.8 | N/A | N/A | N/A | N/A | N/A | N/A | 10.1 | 9.4 | 27.5 | 43.6 | -39.3 | -7.7 | 0.9 | 0.1 | -6.1 | -6.7 | -1.9 | 3.8 | -9.4 | 75.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/21/2011
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