LAGVX vs. LKFIX
LAGVX (Lord Abbett Income Fund) and LKFIX (LKCM Fixed Income Fund) are both Corporate Bonds funds. Over the past 10 years, LAGVX returned 2.47%/yr vs 1.91%/yr for LKFIX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. LAGVX charges 0.73%/yr vs 0.50%/yr for LKFIX.
Performance
LAGVX vs. LKFIX - Performance Comparison
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Returns By Period
In the year-to-date period, LAGVX achieves a -1.08% return, which is significantly lower than LKFIX's -0.36% return. Over the past 10 years, LAGVX has outperformed LKFIX with an annualized return of 2.47%, while LKFIX has yielded a comparatively lower 1.91% annualized return.
LAGVX
- 1D
- 0.00%
- 1M
- -1.65%
- 6M
- -1.11%
- YTD
- -1.08%
- 1Y
- 1.99%
- 3Y*
- 4.78%
- 5Y*
- -0.28%
- 10Y*
- 2.47%
- ALL TIME*
- 4.24%
LKFIX
- 1D
- -0.29%
- 1M
- -0.76%
- 6M
- -0.36%
- YTD
- -0.36%
- 1Y
- 1.79%
- 3Y*
- 4.34%
- 5Y*
- 1.43%
- 10Y*
- 1.91%
- ALL TIME*
- 3.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LAGVX vs. LKFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGVX Lord Abbett Income Fund | -1.08% | 8.29% | 2.50% | 8.23% | -16.34% | 1.39% | 7.98% | 12.96% | -2.65% | 6.94% |
LKFIX LKCM Fixed Income Fund | -0.36% | 6.66% | 3.06% | 4.98% | -5.63% | -1.54% | 4.29% | 6.71% | 0.26% | 2.15% |
Correlation
The correlation between LAGVX and LKFIX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1997 | 0.66 |
The correlation between LAGVX and LKFIX shifts across timeframes, from 0.66 (all time) to 0.77 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LAGVX vs. LKFIX — Risk / Return Rank
LAGVX
LKFIX
LAGVX vs. LKFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Income Fund (LAGVX) and LKCM Fixed Income Fund (LKFIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LAGVX | LKFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.35 | -0.56 |
| Martin ratioReturn relative to average drawdown | 2.17 | 3.63 | -1.46 |
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Drawdowns
LAGVX vs. LKFIX - Drawdown Comparison
The maximum LAGVX drawdown since its inception was -21.70%, which is greater than LKFIX's maximum drawdown of -8.97%. Use the drawdown chart below to compare losses from any high point for LAGVX and LKFIX.
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Drawdown Indicators
| LAGVX | LKFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.70% | -8.97% | -12.73% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -1.76% | -1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -5.46% | -2.19% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -8.52% | -13.13% |
Max Drawdown (10Y)Largest decline over 10 years | -21.70% | -8.97% | -12.73% |
Current DrawdownCurrent decline from peak | -2.74% | -1.38% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -1.11% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 0.66% | +0.65% |
Volatility
LAGVX vs. LKFIX - Volatility Comparison
Lord Abbett Income Fund (LAGVX) has a higher volatility of 1.15% compared to LKCM Fixed Income Fund (LKFIX) at 0.59%. This indicates that LAGVX's price experiences larger fluctuations and is considered to be riskier than LKFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAGVX | LKFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 0.59% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 2.00% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.83% | 2.52% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.70% | 3.00% | +3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.96% | 2.64% | +3.32% |
LAGVX vs. LKFIX - Expense Ratio Comparison
LAGVX has a 0.73% expense ratio, which is higher than LKFIX's 0.50% expense ratio.
Dividends
LAGVX vs. LKFIX - Dividend Comparison
LAGVX's dividend yield for the trailing twelve months is around 5.02%, more than LKFIX's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAGVX Lord Abbett Income Fund | 5.02% | 5.44% | 4.57% | 4.48% | 3.15% | 4.81% | 3.46% | 3.85% | 4.27% | 3.49% | 3.94% | 4.70% |
LKFIX LKCM Fixed Income Fund | 3.85% | 3.57% | 3.03% | 2.28% | 1.57% | 1.36% | 1.74% | 2.27% | 2.26% | 2.04% | 2.18% | 2.78% |
Frequently Asked Questions
LAGVX and LKFIX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAGVX has higher volatility (1.15%) compared to LKFIX (0.59%). In terms of maximum drawdown, LAGVX dropped -21.70% vs LKFIX's -8.97%.
LKFIX currently has the higher Sharpe Ratio (0.95 vs 0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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