FPF vs. LBFFX
Compare and contrast key facts about First Trust Intermediate Duration Preferred and Income Fund (FPF) and Lord Abbett Convertible Fund Class F (LBFFX).
FPF is managed by First Trust. It was launched on Apr 1, 2009. LBFFX is managed by Lord Abbett.
Performance
FPF vs. LBFFX - Performance Comparison
Loading graphics...
FPF vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPF First Trust Intermediate Duration Preferred and Income Fund | -4.04% | 13.14% | 20.90% | 5.31% | -25.83% | 9.12% | 9.67% | 28.24% | -11.97% | 15.99% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, FPF achieves a -4.04% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, FPF has underperformed LBFFX with an annualized return of 5.68%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
FPF
- 1D
- 2.38%
- 1M
- -7.17%
- YTD
- -4.04%
- 6M
- -3.83%
- 1Y
- 4.72%
- 3Y*
- 13.45%
- 5Y*
- 1.98%
- 10Y*
- 5.68%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPF vs. LBFFX - Expense Ratio Comparison
FPF has a 0.02% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
FPF vs. LBFFX — Risk / Return Rank
FPF
LBFFX
FPF vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Intermediate Duration Preferred and Income Fund (FPF) and Lord Abbett Convertible Fund Class F (LBFFX). 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.
| FPF | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 1.80 | -1.41 |
Sortino ratioReturn per unit of downside risk | 0.56 | 2.44 | -1.88 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.33 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 3.45 | -3.01 |
Martin ratioReturn relative to average drawdown | 1.35 | 12.36 | -11.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FPF | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 1.80 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.23 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.86 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.61 | -0.37 |
Correlation
The correlation between FPF and LBFFX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FPF vs. LBFFX - Dividend Comparison
FPF's dividend yield for the trailing twelve months is around 9.36%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPF First Trust Intermediate Duration Preferred and Income Fund | 9.36% | 8.85% | 9.17% | 8.31% | 8.62% | 6.75% | 6.55% | 7.08% | 8.79% | 7.63% | 9.31% | 9.16% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
FPF vs. LBFFX - Drawdown Comparison
The maximum FPF drawdown since its inception was -53.78%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for FPF and LBFFX.
Loading graphics...
Drawdown Indicators
| FPF | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.78% | -41.13% | -12.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -7.07% | -3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -37.06% | -30.86% | -6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -53.78% | -33.61% | -20.17% |
Current DrawdownCurrent decline from peak | -7.99% | -7.07% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -10.40% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 1.97% | +1.36% |
Volatility
FPF vs. LBFFX - Volatility Comparison
The current volatility for First Trust Intermediate Duration Preferred and Income Fund (FPF) is 5.15%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that FPF experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FPF | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 5.98% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.68% | 12.02% | -5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 14.39% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 12.86% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.00% | 13.50% | +11.50% |