LALDX vs. SWSBX
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LALDX) and Schwab Short-Term Bond Index Fund (SWSBX).
LALDX is managed by Lord Abbett. It was launched on Nov 4, 1993. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LALDX or SWSBX.
Correlation
The correlation between LALDX and SWSBX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LALDX vs. SWSBX - Performance Comparison
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Key characteristics
LALDX:
2.29
SWSBX:
2.08
LALDX:
4.10
SWSBX:
3.38
LALDX:
1.75
SWSBX:
1.44
LALDX:
5.76
SWSBX:
1.93
LALDX:
19.67
SWSBX:
8.44
LALDX:
0.30%
SWSBX:
0.67%
LALDX:
2.57%
SWSBX:
2.76%
LALDX:
-10.22%
SWSBX:
-8.96%
LALDX:
-0.26%
SWSBX:
-0.93%
Returns By Period
In the year-to-date period, LALDX achieves a 1.67% return, which is significantly lower than SWSBX's 1.99% return.
LALDX
1.67%
0.67%
2.79%
5.93%
3.83%
2.84%
2.44%
SWSBX
1.99%
-0.07%
2.58%
5.69%
2.96%
0.85%
N/A
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LALDX vs. SWSBX - Expense Ratio Comparison
LALDX has a 0.58% expense ratio, which is higher than SWSBX's 0.06% expense ratio.
Risk-Adjusted Performance
LALDX vs. SWSBX — Risk-Adjusted Performance Rank
LALDX
SWSBX
LALDX vs. SWSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LALDX) and Schwab Short-Term Bond Index Fund (SWSBX). 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.
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Dividends
LALDX vs. SWSBX - Dividend Comparison
LALDX's dividend yield for the trailing twelve months is around 4.97%, more than SWSBX's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LALDX Lord Abbett Short Duration Income Fund | 4.97% | 4.95% | 4.49% | 3.57% | 2.77% | 2.87% | 3.59% | 3.89% | 3.74% | 3.99% | 3.97% | 3.81% |
SWSBX Schwab Short-Term Bond Index Fund | 4.05% | 3.98% | 3.16% | 1.49% | 0.90% | 1.56% | 2.40% | 2.12% | 1.55% | 0.00% | 0.00% | 0.00% |
Drawdowns
LALDX vs. SWSBX - Drawdown Comparison
The maximum LALDX drawdown since its inception was -10.22%, which is greater than SWSBX's maximum drawdown of -8.96%. Use the drawdown chart below to compare losses from any high point for LALDX and SWSBX. For additional features, visit the drawdowns tool.
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Volatility
LALDX vs. SWSBX - Volatility Comparison
The current volatility for Lord Abbett Short Duration Income Fund (LALDX) is 0.71%, while Schwab Short-Term Bond Index Fund (SWSBX) has a volatility of 0.87%. This indicates that LALDX experiences smaller price fluctuations and is considered to be less risky than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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