LAGVX vs. BBCPX
Compare and contrast key facts about Lord Abbett Income Fund (LAGVX) and Bridge Builder Core Plus Bond Fund (BBCPX).
LAGVX is managed by Lord Abbett. It was launched on Jan 4, 1982. BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015.
Performance
LAGVX vs. BBCPX - Performance Comparison
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LAGVX vs. BBCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGVX Lord Abbett Income Fund | -1.15% | 8.29% | 2.50% | 8.23% | -16.34% | 1.39% | 7.98% | 12.96% | -2.65% | 6.94% |
BBCPX Bridge Builder Core Plus Bond Fund | -1.07% | 8.97% | 2.28% | 6.58% | -13.24% | -0.29% | 9.27% | 9.31% | 0.34% | 4.20% |
Returns By Period
In the year-to-date period, LAGVX achieves a -1.15% return, which is significantly lower than BBCPX's -1.07% return. Over the past 10 years, LAGVX has outperformed BBCPX with an annualized return of 3.04%, while BBCPX has yielded a comparatively lower 2.34% annualized return.
LAGVX
- 1D
- 0.41%
- 1M
- -2.42%
- YTD
- -1.15%
- 6M
- -0.22%
- 1Y
- 4.25%
- 3Y*
- 4.62%
- 5Y*
- 0.52%
- 10Y*
- 3.04%
BBCPX
- 1D
- 0.23%
- 1M
- -2.21%
- YTD
- -1.07%
- 6M
- 0.25%
- 1Y
- 4.34%
- 3Y*
- 4.35%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
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LAGVX vs. BBCPX - Expense Ratio Comparison
LAGVX has a 0.73% expense ratio, which is higher than BBCPX's 0.15% expense ratio.
Return for Risk
LAGVX vs. BBCPX — Risk / Return Rank
LAGVX
BBCPX
LAGVX vs. BBCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Income Fund (LAGVX) and Bridge Builder Core Plus Bond Fund (BBCPX). 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.
| LAGVX | BBCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.00 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.42 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.48 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.55 | 4.89 | -0.34 |
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
| LAGVX | BBCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.00 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.14 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.52 | +0.22 |
Correlation
The correlation between LAGVX and BBCPX is 0.79, 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
LAGVX vs. BBCPX - Dividend Comparison
LAGVX's dividend yield for the trailing twelve months is around 5.05%, more than BBCPX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAGVX Lord Abbett Income Fund | 5.05% | 5.44% | 4.57% | 4.48% | 3.15% | 4.81% | 3.46% | 3.85% | 4.27% | 3.49% | 3.94% | 4.70% |
BBCPX Bridge Builder Core Plus Bond Fund | 4.05% | 4.79% | 4.93% | 4.12% | 2.96% | 2.39% | 4.70% | 5.00% | 3.47% | 2.71% | 0.64% | 0.00% |
Drawdowns
LAGVX vs. BBCPX - Drawdown Comparison
The maximum LAGVX drawdown since its inception was -21.70%, which is greater than BBCPX's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for LAGVX and BBCPX.
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Drawdown Indicators
| LAGVX | BBCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.70% | -18.25% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -3.41% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | -18.25% | -3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -21.70% | -18.25% | -3.45% |
Current DrawdownCurrent decline from peak | -2.81% | -2.64% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -3.82% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.03% | +0.11% |
Volatility
LAGVX vs. BBCPX - Volatility Comparison
Lord Abbett Income Fund (LAGVX) and Bridge Builder Core Plus Bond Fund (BBCPX) have volatilities of 1.80% and 1.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAGVX | BBCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 1.79% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 2.92% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.42% | 4.76% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.65% | 5.95% | +0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 4.86% | +1.06% |