LAIEX vs. LUBYX
LAIEX (Lord Abbett International Opportunities Fund) and LUBYX (Lord Abbett Ultra Short Bond Fund) are both mutual funds - LAIEX is a Foreign Small & Mid Cap Equities fund managed by Lord Abbett, while LUBYX is a Ultrashort Bond fund managed by Lord Abbett. Over the past 5 years, LAIEX returned 6.32%/yr vs 3.41%/yr for LUBYX. At a 0.10 correlation, their price movements are largely independent. LAIEX charges 1.22%/yr vs 0.28%/yr for LUBYX.
Performance
LAIEX vs. LUBYX - Performance Comparison
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Returns By Period
In the year-to-date period, LAIEX achieves a 19.04% return, which is significantly higher than LUBYX's 1.34% return.
LAIEX
- 1D
- -0.12%
- 1M
- 1.68%
- YTD
- 19.04%
- 6M
- 18.22%
- 1Y
- 24.34%
- 3Y*
- 16.72%
- 5Y*
- 6.32%
- 10Y*
- 8.44%
LUBYX
- 1D
- 0.00%
- 1M
- 0.34%
- YTD
- 1.34%
- 6M
- 1.71%
- 1Y
- 4.30%
- 3Y*
- 5.26%
- 5Y*
- 3.41%
- 10Y*
- —
LAIEX vs. LUBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAIEX Lord Abbett International Opportunities Fund | 19.04% | 23.98% | 0.22% | 14.75% | -20.35% | 9.51% | 14.29% | 21.25% | -23.77% | 37.96% |
LUBYX Lord Abbett Ultra Short Bond Fund | 1.34% | 4.99% | 5.70% | 5.60% | -0.38% | 0.07% | 1.27% | 3.00% | 2.09% | 0.73% |
Correlation
The correlation between LAIEX and LUBYX is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2016 | 0.10 |
The correlation between LAIEX and LUBYX shifts across timeframes, from 0.10 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LAIEX vs. LUBYX — Risk / Return Rank
LAIEX
LUBYX
LAIEX vs. LUBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett International Opportunities Fund (LAIEX) 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.
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.
| LAIEX | LUBYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -7.86 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 3.35 | -2.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 10.85 | -8.79 |
| Martin ratioReturn relative to average drawdown | 7.03 | 50.25 | -43.22 |
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Drawdowns
LAIEX vs. LUBYX - Drawdown Comparison
The maximum LAIEX drawdown since its inception was -71.83%, which is greater than LUBYX's maximum drawdown of -2.59%. Use the drawdown chart below to compare losses from any high point for LAIEX and LUBYX.
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Drawdown Indicators
| LAIEX | LUBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.83% | -2.59% | -69.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -0.40% | -11.88% |
Max Drawdown (3Y)Largest decline over 3 years | -15.79% | -0.50% | -15.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.79% | -1.86% | -34.93% |
Max Drawdown (10Y)Largest decline over 10 years | -46.13% | — | — |
Current DrawdownCurrent decline from peak | -2.15% | -0.10% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -22.57% | -0.17% | -22.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 0.09% | +3.50% |
Volatility
LAIEX vs. LUBYX - Volatility Comparison
Lord Abbett International Opportunities Fund (LAIEX) has a higher volatility of 7.82% compared to Lord Abbett Ultra Short Bond Fund (LUBYX) at 0.42%. This indicates that LAIEX'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.
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Volatility by Period
| LAIEX | LUBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 0.42% | +7.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.91% | 0.96% | +13.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.85% | 1.38% | +15.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 1.38% | +14.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.36% | 1.12% | +15.24% |
LAIEX vs. LUBYX - Expense Ratio Comparison
LAIEX has a 1.22% expense ratio, which is higher than LUBYX's 0.28% expense ratio.
Dividends
LAIEX vs. LUBYX - Dividend Comparison
LAIEX's dividend yield for the trailing twelve months is around 1.33%, less than LUBYX's 4.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAIEX Lord Abbett International Opportunities Fund | 1.33% | 1.59% | 1.90% | 1.51% | 1.69% | 2.33% | 0.00% | 1.23% | 12.50% | 4.38% | 0.71% | 4.36% |
LUBYX Lord Abbett Ultra Short Bond Fund | 4.41% | 4.66% | 4.72% | 4.10% | 1.33% | 0.57% | 1.16% | 2.55% | 2.27% | 0.52% | 0.00% | 0.00% |
Frequently Asked Questions
LAIEX and LUBYX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LAIEX has higher volatility (7.82%) compared to LUBYX (0.42%). In terms of maximum drawdown, LAIEX dropped -71.83% vs LUBYX's -2.59%.
LUBYX currently has the higher Sharpe Ratio (3.13 vs 1.50), 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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