LADYX vs. LHYAX
Compare and contrast key facts about Lord Abbett Developing Growth Fund Class I (LADYX) and Lord Abbett High Yield Fund (LHYAX).
LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997. LHYAX is managed by Lord Abbett. It was launched on Dec 31, 1998.
Performance
LADYX vs. LHYAX - Performance Comparison
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LADYX vs. LHYAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
LHYAX Lord Abbett High Yield Fund | -1.34% | 7.44% | 7.25% | 9.84% | -14.97% | 6.16% | 4.56% | 15.11% | -5.10% | 8.53% |
Returns By Period
In the year-to-date period, LADYX achieves a -0.44% return, which is significantly higher than LHYAX's -1.34% return. Over the past 10 years, LADYX has outperformed LHYAX with an annualized return of 12.28%, while LHYAX has yielded a comparatively lower 4.71% annualized return.
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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%
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LADYX vs. LHYAX - Expense Ratio Comparison
LADYX has a 0.67% expense ratio, which is lower than LHYAX's 0.88% expense ratio.
Return for Risk
LADYX vs. LHYAX — Risk / Return Rank
LADYX
LHYAX
LADYX vs. LHYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Developing Growth Fund Class I (LADYX) 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.
| LADYX | LHYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.34 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.86 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.57 | +0.96 |
Martin ratioReturn relative to average drawdown | 9.13 | 6.06 | +3.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LADYX | LHYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.34 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.41 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.83 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.14 | -0.79 |
Correlation
The correlation between LADYX and LHYAX is 0.37, 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
LADYX vs. LHYAX - Dividend Comparison
LADYX has not paid dividends to shareholders, while LHYAX's dividend yield for the trailing twelve months is around 6.76%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
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
LADYX vs. LHYAX - Drawdown Comparison
The maximum LADYX drawdown since its inception was -60.18%, which is greater than LHYAX's maximum drawdown of -31.68%. Use the drawdown chart below to compare losses from any high point for LADYX and LHYAX.
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Drawdown Indicators
| LADYX | LHYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.18% | -31.68% | -28.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.67% | -3.80% | -10.87% |
Max Drawdown (5Y)Largest decline over 5 years | -50.98% | -18.67% | -32.31% |
Max Drawdown (10Y)Largest decline over 10 years | -54.05% | -24.23% | -29.82% |
Current DrawdownCurrent decline from peak | -20.61% | -2.39% | -18.22% |
Average DrawdownAverage peak-to-trough decline | -20.22% | -3.09% | -17.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 0.99% | +3.08% |
Volatility
LADYX vs. LHYAX - Volatility Comparison
Lord Abbett Developing Growth Fund Class I (LADYX) has a higher volatility of 12.64% compared to Lord Abbett High Yield Fund (LHYAX) at 1.61%. This indicates that LADYX's price experiences larger fluctuations and is considered to be riskier 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
| LADYX | LHYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.64% | 1.61% | +11.03% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 2.65% | +18.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.61% | 4.25% | +24.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.53% | 5.04% | +22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.00% | 5.72% | +21.28% |