LIFQX Performance — Lord Abbett Inflation Focused Fund, Class R2
Data updated: 2026-07-29
LIFQX returned +1.76% year to date and +4.82% over one year to May 2026. Annualised returns are +5.01% over 3 years and +2.86% over 5 years. The fund trailed its Short-Term Corporate Bond category average: $100 invested three years ago grew to $116, against $122 for the category, and to $105 over one year, against $106. Volatility over the past three years was 2.06% a year. In the 12 months to May 2026 the fund took in a net $101.7M, and assets reached $863.16M.
LIFQX Growth of $100
What $100 invested in Lord Abbett Inflation Focused Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Corporate Bond category average over the same months.
| Period | LIFQX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $105 | $106 |
| 3 years (Jun 2023 – May 2026) | $116 | $122 |
| 5 years (Jun 2021 – May 2026) | $115 | $117 |
| Since data start (Sep 2019 – May 2026) | $132 | $127 |
LIFQX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.76% |
| 1 year | +4.82% |
| 3 years (annualised) | +5.01% |
| 5 years (annualised) | +2.86% |
LIFQX Annual Returns
Calendar-year total returns of Lord Abbett Inflation Focused Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +1.76% |
| 2025 | +6.59% |
| 2024 | +4.49% |
| 2023 | +3.59% |
| 2022 | −5.09% |
| 2021 | +9.48% |
| 2020 | +5.43% |
| 2019 (Sep–Dec) | +2.76% |
LIFQX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +0.2% | −0.5% | +1.2% | +0.2% | — | — | — | — | — | — | — |
| 2025 | +1.1% | +1.2% | +0.8% | +0.4% | −0.1% | +0.8% | +0.4% | +1.6% | −0.1% | −0.1% | +0.3% | 0.0% |
| 2024 | +0.6% | −0.1% | +0.8% | −0.2% | +1.0% | +0.4% | +0.6% | +0.6% | +1.1% | −0.6% | +0.4% | −0.1% |
| 2023 | +1.3% | −0.2% | +1.4% | −0.2% | −0.9% | 0.0% | +0.8% | −0.6% | −0.6% | +0.1% | +1.0% | +1.4% |
| 2022 | −0.6% | +0.7% | −0.5% | +0.1% | −0.6% | −3.6% | +3.3% | −1.0% | −4.5% | +1.8% | +0.6% | −0.5% |
| 2021 | +2.0% | +0.3% | +1.7% | +1.0% | +0.7% | −0.2% | +1.2% | +0.2% | +0.7% | +1.2% | −0.5% | +0.7% |
| 2020 | −0.7% | −1.6% | −12.9% | +5.3% | +1.7% | +3.0% | +2.6% | +4.2% | −0.9% | +1.0% | +1.8% | +3.0% |
| 2019 | — | — | — | — | — | — | — | — | −0.3% | +0.4% | +0.8% | +1.9% |
LIFQX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 2.06%
- 3-year Sharpe ratio: 0.25 (vs 4.5% risk-free rate)
- Best month: +1.58% (Aug 2025)
- Worst month: −0.64% (Aug 2023)
LIFQX Fund Flows
Monthly money in and out of Lord Abbett Inflation Focused Fund, from SEC Form N-PORT.
- 12-month net flow: $101.7M
- 12-month gross sales (incl. reinvestments): $333.4M
- Sales ÷ redemptions: 1.44×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $58.6M | $13.6M | $45.0M |
| Apr 2026 | $27.0M | $18.5M | $8.4M |
| Mar 2026 | $44.4M | $17.7M | $26.7M |
| Feb 2026 | $17.2M | $19.7M | −$2.5M |
| Jan 2026 | $29.3M | $21.2M | $8.2M |
| Dec 2025 | $21.2M | $18.8M | $2.4M |
| Nov 2025 | $18.9M | $16.9M | $2.0M |
| Oct 2025 | $25.9M | $21.7M | $4.2M |
| Sep 2025 | $22.0M | $15.9M | $6.1M |
| Aug 2025 | $20.4M | $23.4M | −$2.9M |
| Jul 2025 | $27.5M | $25.7M | $1.8M |
| Jun 2025 | $20.9M | $18.6M | $2.3M |
LIFQX Assets Under Management
Net assets of Lord Abbett Inflation Focused Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $863.16M |
| 2026-02-28 | $784.30M |
| 2025-11-30 | $776.85M |
| 2025-08-31 | $772.12M |
| 2025-05-31 | $758.13M |
| 2025-02-28 | $718.48M |
| 2024-11-30 | $728.68M |
| 2024-08-31 | $787.81M |
| 2024-05-31 | $856.19M |
| 2024-02-29 | $950.13M |
| 2023-11-30 | $1.20B |
| 2023-08-31 | $1.42B |
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.