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CRDOX vs. LHYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CRDOX vs. LHYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Six Circles Credit Opportunities Fund (CRDOX) and Lord Abbett High Yield Fund (LHYAX). The values are adjusted to include any dividend payments, if applicable.

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CRDOX vs. LHYAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CRDOX
Six Circles Credit Opportunities Fund
-1.45%7.48%8.69%8.06%-10.62%2.66%1.71%
LHYAX
Lord Abbett High Yield Fund
-1.34%7.44%7.25%9.84%-14.97%6.16%2.89%

Returns By Period

In the year-to-date period, CRDOX achieves a -1.45% return, which is significantly lower than LHYAX's -1.34% return.


CRDOX

1D
0.34%
1M
-2.43%
YTD
-1.45%
6M
0.10%
1Y
6.40%
3Y*
6.56%
5Y*
2.70%
10Y*

LHYAX

1D
0.65%
1M
-2.05%
YTD
-1.34%
6M
-0.00%
1Y
5.50%
3Y*
6.74%
5Y*
2.05%
10Y*
4.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CRDOX vs. LHYAX - Expense Ratio Comparison

CRDOX has a 0.29% expense ratio, which is lower than LHYAX's 0.88% expense ratio.


Return for Risk

CRDOX vs. LHYAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRDOX
CRDOX Risk / Return Rank: 8484
Overall Rank
CRDOX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
CRDOX Sortino Ratio Rank: 9292
Sortino Ratio Rank
CRDOX Omega Ratio Rank: 9393
Omega Ratio Rank
CRDOX Calmar Ratio Rank: 6868
Calmar Ratio Rank
CRDOX Martin Ratio Rank: 7474
Martin Ratio Rank

LHYAX
LHYAX Risk / Return Rank: 6969
Overall Rank
LHYAX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
LHYAX Sortino Ratio Rank: 7171
Sortino Ratio Rank
LHYAX Omega Ratio Rank: 7777
Omega Ratio Rank
LHYAX Calmar Ratio Rank: 6363
Calmar Ratio Rank
LHYAX Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRDOX vs. LHYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Six Circles Credit Opportunities Fund (CRDOX) and Lord Abbett High Yield Fund (LHYAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CRDOXLHYAXDifference

Sharpe ratio

Return per unit of total volatility

2.04

1.34

+0.70

Sortino ratio

Return per unit of downside risk

2.80

1.86

+0.93

Omega ratio

Gain probability vs. loss probability

1.47

1.31

+0.17

Calmar ratio

Return relative to maximum drawdown

1.81

1.57

+0.23

Martin ratio

Return relative to average drawdown

8.08

6.06

+2.03

CRDOX vs. LHYAX - Sharpe Ratio Comparison

The current CRDOX Sharpe Ratio is 2.04, which is higher than the LHYAX Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of CRDOX and LHYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CRDOXLHYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.04

1.34

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.41

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

1.14

-0.42

Correlation

The correlation between CRDOX and LHYAX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CRDOX vs. LHYAX - Dividend Comparison

CRDOX's dividend yield for the trailing twelve months is around 6.34%, less than LHYAX's 6.76% yield.


TTM20252024202320222021202020192018201720162015
CRDOX
Six Circles Credit Opportunities Fund
6.34%5.18%6.96%6.86%5.82%2.73%0.33%0.00%0.00%0.00%0.00%0.00%
LHYAX
Lord Abbett High Yield Fund
6.76%7.13%6.02%5.84%4.60%4.91%5.15%5.47%6.29%5.65%5.85%6.08%

Drawdowns

CRDOX vs. LHYAX - Drawdown Comparison

The maximum CRDOX drawdown since its inception was -15.92%, smaller than the maximum LHYAX drawdown of -31.68%. Use the drawdown chart below to compare losses from any high point for CRDOX and LHYAX.


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Drawdown Indicators


CRDOXLHYAXDifference

Max Drawdown

Largest peak-to-trough decline

-15.92%

-31.68%

+15.76%

Max Drawdown (1Y)

Largest decline over 1 year

-3.14%

-3.80%

+0.66%

Max Drawdown (5Y)

Largest decline over 5 years

-15.92%

-18.67%

+2.75%

Max Drawdown (10Y)

Largest decline over 10 years

-24.23%

Current Drawdown

Current decline from peak

-2.81%

-2.39%

-0.42%

Average Drawdown

Average peak-to-trough decline

-3.63%

-3.09%

-0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

0.99%

-0.29%

Volatility

CRDOX vs. LHYAX - Volatility Comparison

The current volatility for Six Circles Credit Opportunities Fund (CRDOX) is 1.44%, while Lord Abbett High Yield Fund (LHYAX) has a volatility of 1.61%. This indicates that CRDOX experiences smaller price fluctuations and is considered to be less risky than LHYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRDOXLHYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.44%

1.61%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

2.19%

2.65%

-0.46%

Volatility (1Y)

Calculated over the trailing 1-year period

3.28%

4.25%

-0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.11%

5.04%

-0.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.04%

5.72%

-1.68%