Lord Abbett Ultra Short Bond Fund (LUBYX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LUBYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LUBYX
LUBYX charges 0.28% annually. There are 22 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | LUBYX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | LUBYX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | LUBYX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | LUBYX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | LUBYX vs DFYGX |
Best Risk-Adjusted Alternatives to LUBYX
LUBYX has a PortfoliosLab risk / return rank of 99. There are 34 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | LUBYX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | LUBYX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | LUBYX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | LUBYX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | LUBYX vs PAIPX |
Top Performing LUBYX Alternatives (YTD)
LUBYX is at 1.69% YTD. There are 36 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.62% | — | Dec 2010 | LUBYX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | LUBYX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 2.23% | — | May 2012 | LUBYX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.14% | — | Dec 2006 | LUBYX vs ENIAX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 2.12% | — | Dec 2012 | LUBYX vs TRBUX |
Lowest Volatility Alternatives to LUBYX
LUBYX has 1.38% 1-year volatility. There are 37 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.57% | — | Mar 2017 | LUBYX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | LUBYX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.64% | — | Jul 1983 | LUBYX vs DFIHX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | LUBYX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.66% | — | Sep 1987 | LUBYX vs PRTBX |
Lowest Drawdown Alternatives to LUBYX
LUBYX has a 1-year max drawdown of -0.40%. There are 34 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | LUBYX vs FCNVX | |
| DFA One Year Fixed Income Portfolio | -0.10% | — | Jul 1983 | LUBYX vs DFIHX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | LUBYX vs MUIIX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | LUBYX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | LUBYX vs BUBSX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 81 | 0.93% | — | Oct 2004 | LUBYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 79 | 1.10% | — | Nov 1993 | LUBYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 76 | 2.37% | — | May 2020 | LUBYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 82 | 12.98% | — | Jan 1950 | LUBYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 79 | 2.47% | — | Apr 2020 | LUBYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 43 | 1.02% | — | Mar 1971 | LUBYX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 12 | 8.07% | — | Jun 2011 | LUBYX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 63 | 1.64% | — | Dec 1998 | LUBYX vs LHYAX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 65 | 11.91% | — | Jun 1983 | LUBYX vs LAVLX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 61 | 25.52% | — | Oct 1973 | LUBYX vs LAGWX |
Often Compared With LUBYX
Investors most often compare LUBYX with JPST, CMNIX, BND. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare LUBYX with Any Fund or Stock
Compare LUBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LUBYX with funds that move differently
Lord Abbett Ultra Short Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LUBYX.
Explore LUBYX Diversifiers