LADYX vs. LSYIX
Compare and contrast key facts about Lord Abbett Developing Growth Fund Class I (LADYX) and Lord Abbett Short Duration High Yield Fund (LSYIX).
LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997. LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020.
Performance
LADYX vs. LSYIX - Performance Comparison
Loading graphics...
LADYX vs. LSYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 86.22% |
LSYIX Lord Abbett Short Duration High Yield Fund | -1.17% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
Returns By Period
In the year-to-date period, LADYX achieves a -0.44% return, which is significantly higher than LSYIX's -1.17% 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%
LSYIX
- 1D
- 0.53%
- 1M
- -1.95%
- YTD
- -1.17%
- 6M
- -0.02%
- 1Y
- 6.03%
- 3Y*
- 7.64%
- 5Y*
- 4.21%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LADYX vs. LSYIX - Expense Ratio Comparison
LADYX has a 0.67% expense ratio, which is higher than LSYIX's 0.45% expense ratio.
Return for Risk
LADYX vs. LSYIX — Risk / Return Rank
LADYX
LSYIX
LADYX vs. LSYIX - 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 Short Duration High Yield Fund (LSYIX). 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 | LSYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.45 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.00 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.36 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.62 | +0.91 |
Martin ratioReturn relative to average drawdown | 9.13 | 6.66 | +2.47 |
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
| LADYX | LSYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.45 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 1.00 | -1.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.46 | -1.11 |
Correlation
The correlation between LADYX and LSYIX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LADYX vs. LSYIX - Dividend Comparison
LADYX has not paid dividends to shareholders, while LSYIX's dividend yield for the trailing twelve months is around 7.57%.
| 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% |
LSYIX Lord Abbett Short Duration High Yield Fund | 7.57% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LADYX vs. LSYIX - Drawdown Comparison
The maximum LADYX drawdown since its inception was -60.18%, which is greater than LSYIX's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for LADYX and LSYIX.
Loading graphics...
Drawdown Indicators
| LADYX | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.18% | -10.79% | -49.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.67% | -4.12% | -10.55% |
Max Drawdown (5Y)Largest decline over 5 years | -50.98% | -10.79% | -40.19% |
Max Drawdown (10Y)Largest decline over 10 years | -54.05% | — | — |
Current DrawdownCurrent decline from peak | -20.61% | -2.22% | -18.39% |
Average DrawdownAverage peak-to-trough decline | -20.22% | -1.90% | -18.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 1.00% | +3.07% |
Volatility
LADYX vs. LSYIX - Volatility Comparison
Lord Abbett Developing Growth Fund Class I (LADYX) has a higher volatility of 12.64% compared to Lord Abbett Short Duration High Yield Fund (LSYIX) at 1.46%. This indicates that LADYX's price experiences larger fluctuations and is considered to be riskier than LSYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LADYX | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.64% | 1.46% | +11.18% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 2.45% | +18.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.61% | 4.29% | +24.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.53% | 4.24% | +23.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.00% | 4.21% | +22.79% |