CFLQX Performance — Lord Abbett Climate Focused Bond Fund, Class R3
Data updated: 2025-03-28
CFLQX returned +4.15% over one year to Jan 2025. The annualised 3-year return is +0.04%. The fund beat its Global Intermediate Core Bond category average: $100 invested three years ago grew to $100, against $98 for the category, and to $104 over one year, against $104. Volatility over the past three years was 5.96% a year. In the 12 months to Jan 2025 the fund took in a net $11.5M, and assets reached $32.73M.
CFLQX Growth of $100
What $100 invested in Lord Abbett Climate Focused Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Intermediate Core Bond category average over the same months.
| Period | CFLQX | Category average |
|---|---|---|
| 1 year (Feb 2024 – Jan 2025) | $104 | $104 |
| 3 years (Feb 2022 – Jan 2025) | $100 | $98 |
| Since data start (May 2020 – Jan 2025) | $103 | $104 |
CFLQX Trailing Returns
Total returns to Jan 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +4.15% |
| 3 years (annualised) | +0.04% |
CFLQX Annual Returns
Calendar-year total returns of Lord Abbett Climate Focused Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Jan) | +0.25% |
| 2024 | +3.52% |
| 2023 | +8.11% |
| 2022 | −12.26% |
| 2021 | −1.13% |
| 2020 (May–Dec) | +5.64% |
CFLQX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.2% | — | — | — | — | — | — | — | — | — | — | — |
| 2024 | −0.4% | −0.7% | +1.1% | −1.3% | +0.4% | +0.8% | +2.0% | +0.8% | +1.2% | −1.0% | +1.8% | −1.0% |
| 2023 | +2.3% | −1.4% | +1.4% | +0.4% | 0.0% | +0.1% | +0.5% | 0.0% | −1.5% | −0.2% | +3.0% | +3.3% |
| 2022 | −1.7% | −1.6% | −1.6% | −2.8% | −0.7% | −2.4% | +2.9% | −2.6% | −3.4% | −0.2% | +2.8% | −1.4% |
| 2021 | −0.1% | −1.1% | −0.6% | +0.4% | 0.0% | +0.6% | +0.9% | −0.2% | −0.7% | −0.3% | +0.2% | −0.3% |
| 2020 | — | — | — | — | +0.2% | +1.2% | +2.0% | 0.0% | +0.1% | +0.1% | +1.3% | +0.5% |
CFLQX Risk
Risk measures from monthly returns over Feb 2022 – Jan 2025.
- 3-year volatility (annualised): 5.96%
- 3-year Sharpe ratio: -0.75 (vs 4.5% risk-free rate)
- Best month: +3.32% (Dec 2023)
- Worst month: −3.44% (Sep 2022)
CFLQX Fund Flows
Monthly money in and out of Lord Abbett Climate Focused Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $11.5M
- 12-month gross sales (incl. reinvestments): $15.0M
- Sales ÷ redemptions: 4.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jan 2025 | $1.2M | $313K | $858K |
| Dec 2024 | $386K | $286K | $100K |
| Nov 2024 | $398K | $94K | $304K |
| Oct 2024 | $10.1M | $239K | $9.9M |
| Sep 2024 | $342K | $66K | $276K |
| Aug 2024 | $287K | $111K | $176K |
| Jul 2024 | $342K | $633K | −$291K |
| Jun 2024 | $284K | $321K | −$37K |
| May 2024 | $260K | $328K | −$68K |
| Apr 2024 | $374K | $93K | $281K |
| Mar 2024 | $536K | $614K | −$78K |
| Feb 2024 | $466K | $392K | $74K |
CFLQX Assets Under Management
Net assets of Lord Abbett Climate Focused Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-01-31 | $32.73M |
| 2024-10-31 | $31.40M |
| 2024-07-31 | $21.11M |
| 2024-04-30 | $21.03M |
| 2024-01-31 | $21.12M |
| 2023-10-31 | $19.54M |
| 2023-07-31 | $18.98M |
| 2023-04-30 | $18.88M |
| 2023-01-31 | $19.54M |
| 2022-10-31 | $18.97M |
| 2022-07-31 | $20.98M |
| 2022-04-30 | $23.01M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.