LAGVX vs. LUBYX
Compare and contrast key facts about Lord Abbett Income Fund (LAGVX) and Lord Abbett Ultra Short Bond Fund (LUBYX).
LAGVX is managed by Lord Abbett. It was launched on Jan 4, 1982. LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016.
Performance
LAGVX vs. LUBYX - Performance Comparison
Loading graphics...
LAGVX vs. LUBYX - 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% |
LUBYX Lord Abbett Ultra Short Bond Fund | 0.40% | 4.99% | 5.70% | 5.16% | -0.38% | 0.07% | 1.27% | 3.00% | 2.09% | 0.73% |
Returns By Period
In the year-to-date period, LAGVX achieves a -1.15% return, which is significantly lower than LUBYX's 0.40% 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%
LUBYX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.40%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 4.91%
- 5Y*
- 3.15%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LAGVX vs. LUBYX - Expense Ratio Comparison
LAGVX has a 0.73% expense ratio, which is higher than LUBYX's 0.28% expense ratio.
Return for Risk
LAGVX vs. LUBYX — Risk / Return Rank
LAGVX
LUBYX
LAGVX vs. LUBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Income Fund (LAGVX) and Lord Abbett Ultra Short Bond Fund (LUBYX). 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 | LUBYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 2.91 | -2.03 |
Sortino ratioReturn per unit of downside risk | 1.24 | 9.40 | -8.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 3.15 | -1.98 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 11.49 | -10.09 |
Martin ratioReturn relative to average drawdown | 4.55 | 46.04 | -41.49 |
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
| LAGVX | LUBYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 2.91 | -2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 2.36 | -2.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 2.18 | -1.45 |
Correlation
The correlation between LAGVX and LUBYX is 0.41, 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
LAGVX vs. LUBYX - Dividend Comparison
LAGVX's dividend yield for the trailing twelve months is around 5.05%, more than LUBYX's 4.17% 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% |
LUBYX Lord Abbett Ultra Short Bond Fund | 4.17% | 4.66% | 4.72% | 3.69% | 1.33% | 0.57% | 1.16% | 2.55% | 2.27% | 0.52% | 0.00% | 0.00% |
Drawdowns
LAGVX vs. LUBYX - Drawdown Comparison
The maximum LAGVX drawdown since its inception was -21.70%, which is greater than LUBYX's maximum drawdown of -2.59%. Use the drawdown chart below to compare losses from any high point for LAGVX and LUBYX.
Loading graphics...
Drawdown Indicators
| LAGVX | LUBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.70% | -2.59% | -19.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -0.40% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | -1.86% | -19.84% |
Max Drawdown (10Y)Largest decline over 10 years | -21.70% | — | — |
Current DrawdownCurrent decline from peak | -2.81% | -0.30% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -0.17% | -3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.10% | +1.04% |
Volatility
LAGVX vs. LUBYX - Volatility Comparison
Lord Abbett Income Fund (LAGVX) has a higher volatility of 1.80% compared to Lord Abbett Ultra Short Bond Fund (LUBYX) at 0.33%. This indicates that LAGVX's price experiences larger fluctuations and is considered to be riskier than LUBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LAGVX | LUBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 0.33% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 0.98% | +2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.42% | 1.49% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.65% | 1.34% | +5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 1.11% | +4.81% |