LAMYX vs. TANDX

Last updated Jul 11, 2026

LAMYX (Lord Abbett Dividend Growth Fund) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past 5 years, LAMYX returned 11.63%/yr vs 1.79%/yr for TANDX. Their correlation of 0.80 suggests significant overlap in exposure. LAMYX charges 0.66%/yr vs 1.59%/yr for TANDX.

Performance

LAMYX vs. TANDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Dividend Growth Fund (LAMYX) and Castle Tandem Fund (TANDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LAMYX achieves a 8.39% return, which is significantly higher than TANDX's -10.14% return.

LAMYX

• 1D: 0.33%
• 1M: 0.61%
• 6M: 5.68%
• YTD: 8.39%
• 1Y: 17.57%
• 3Y*: 18.97%
• 5Y*: 11.63%
• 10Y*: 12.92%

TANDX

• 1D: 0.19%
• 1M: 2.37%
• 6M: -11.30%
• YTD: -10.14%
• 1Y: -12.09%
• 3Y*: 1.78%
• 5Y*: 1.79%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LAMYX vs. TANDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
LAMYX Lord Abbett Dividend Growth Fund	8.39%	16.44%	22.61%	16.66%	-13.29%	25.76%	15.80%	13.50%
TANDX Castle Tandem Fund	-10.14%	3.67%	7.66%	8.42%	-7.87%	19.03%	13.39%	12.57%

Correlation

The correlation between LAMYX and TANDX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.48
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.75
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019	0.80

Over the past year, the correlation between LAMYX and TANDX has dropped to 0.48 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.

Return for Risk

LAMYX vs. TANDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LAMYX

LAMYX Risk / Return Rank: 58
LAMYX Sharpe Ratio Rank: 56
LAMYX Sortino Ratio Rank: 57
LAMYX Omega Ratio Rank: 54
LAMYX Calmar Ratio Rank: 56
LAMYX Martin Ratio Rank: 67

TANDX

TANDX Risk / Return Rank: 0
TANDX Sharpe Ratio Rank: 0
TANDX Sortino Ratio Rank: 0
TANDX Omega Ratio Rank: 0
TANDX Calmar Ratio Rank: 1
TANDX Martin Ratio Rank: 0

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LAMYX vs. TANDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Dividend Growth Fund (LAMYX) and Castle Tandem Fund (TANDX). 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.

	LAMYX	TANDX	Difference
Sharpe ratio: Return per unit of total volatility	1.68	-1.28	+2.95
Sortino ratio: Return per unit of downside risk	2.40	-1.74	+4.14
Omega ratio: Gain probability vs. loss probability	1.30	0.80	+0.50
Calmar ratio: Return relative to maximum drawdown	2.31	-0.76	+3.07
Martin ratio: Return relative to average drawdown	9.93	-1.54	+11.47

LAMYX vs. TANDX - Sharpe Ratio Comparison

The current LAMYX Sharpe Ratio is 1.68, which is higher than the TANDX Sharpe Ratio of -1.28. The chart below compares the historical Sharpe Ratios of LAMYX and TANDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LAMYX vs. TANDX - Drawdown Comparison

The maximum LAMYX drawdown since its inception was -40.55%, smaller than the maximum TANDX drawdown of -93.98%. Use the drawdown chart below to compare losses from any high point for LAMYX and TANDX.

Drawdown Indicators

	LAMYX	TANDX	Difference
Max Drawdown Largest peak-to-trough decline	-40.55%	-93.98%	+53.43%
Max Drawdown (1Y) Largest decline over 1 year	-7.58%	-16.88%	+9.30%
Max Drawdown (3Y) Largest decline over 3 years	-16.50%	-93.98%	+77.48%
Max Drawdown (5Y) Largest decline over 5 years	-21.95%	-93.98%	+72.03%
Max Drawdown (10Y) Largest decline over 10 years	-33.47%	—	—
Current Drawdown Current decline from peak	-0.13%	-93.71%	+93.58%
Average Drawdown Average peak-to-trough decline	-5.71%	-21.25%	+15.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.76%	8.31%	-6.55%

Volatility

LAMYX vs. TANDX - Volatility Comparison

The current volatility for Lord Abbett Dividend Growth Fund (LAMYX) is 3.00%, while Castle Tandem Fund (TANDX) has a volatility of 4.27%. This indicates that LAMYX experiences smaller price fluctuations and is considered to be less risky than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LAMYX	TANDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.00%	4.27%	-1.27%
Volatility (6M) Calculated over the trailing 6-month period	8.25%	8.06%	+0.19%
Volatility (1Y) Calculated over the trailing 1-year period	10.48%	10.02%	+0.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.35%	596.04%	-580.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.90%	493.15%	-476.25%

LAMYX vs. TANDX - Expense Ratio Comparison

LAMYX has a 0.66% expense ratio, which is lower than TANDX's 1.59% expense ratio.

Dividends

LAMYX vs. TANDX - Dividend Comparison

LAMYX's dividend yield for the trailing twelve months is around 4.62%, less than TANDX's 6.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LAMYX Lord Abbett Dividend Growth Fund	4.62%	5.21%	5.36%	1.57%	6.06%	8.03%	3.54%	6.06%	9.59%	8.18%	8.95%	9.68%
TANDX Castle Tandem Fund	6.87%	6.17%	3.71%	2.10%	1.48%	4.57%	0.33%	0.37%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LAMYX and TANDX in my portfolio?

LAMYX and TANDX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LAMYX or TANDX?

TANDX has higher volatility (4.27%) compared to LAMYX (3.00%). In terms of maximum drawdown, LAMYX dropped -40.55% vs TANDX's -93.98%.

Which has better risk-adjusted returns?

LAMYX currently has the higher Sharpe Ratio (1.68 vs -1.28), 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.