LAMYX vs. IIPR
Compare and contrast key facts about Lord Abbett Dividend Growth Fund (LAMYX) and Innovative Industrial Properties, Inc. (IIPR).
LAMYX is managed by Lord Abbett. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAMYX or IIPR.
Performance
LAMYX vs. IIPR - Performance Comparison
Returns By Period
In the year-to-date period, LAMYX achieves a 25.60% return, which is significantly higher than IIPR's 9.14% return.
LAMYX
25.60%
-0.69%
13.06%
31.24%
9.65%
6.74%
IIPR
9.14%
-21.35%
-4.20%
42.30%
11.67%
N/A
Key characteristics
| LAMYX | IIPR | |
|---|---|---|
| Sharpe Ratio | 2.76 | 1.43 |
| Sortino Ratio | 3.88 | 1.92 |
| Omega Ratio | 1.52 | 1.27 |
| Calmar Ratio | 2.36 | 0.63 |
| Martin Ratio | 18.67 | 6.63 |
| Ulcer Index | 1.68% | 6.52% |
| Daily Std Dev | 11.37% | 30.33% |
| Max Drawdown | -42.98% | -75.43% |
| Current Drawdown | -2.08% | -55.04% |
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Correlation
The correlation between LAMYX and IIPR 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.
Risk-Adjusted Performance
LAMYX vs. IIPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Dividend Growth Fund (LAMYX) and Innovative Industrial Properties, Inc. (IIPR). 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.
Dividends
LAMYX vs. IIPR - Dividend Comparison
LAMYX's dividend yield for the trailing twelve months is around 0.86%, less than IIPR's 7.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | 0.86% | 1.01% | 1.24% | 1.03% | 1.18% | 1.76% | 2.02% | 1.82% | 2.09% | 2.20% | 15.99% | 1.60% |
IIPR Innovative Industrial Properties, Inc. | 7.10% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LAMYX vs. IIPR - Drawdown Comparison
The maximum LAMYX drawdown since its inception was -42.98%, smaller than the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for LAMYX and IIPR. For additional features, visit the drawdowns tool.
Volatility
LAMYX vs. IIPR - Volatility Comparison
The current volatility for Lord Abbett Dividend Growth Fund (LAMYX) is 3.70%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 14.86%. This indicates that LAMYX experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.