PortfoliosLab logoPortfoliosLab logo
LAPIX vs. BBCPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LAPIX vs. BBCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Core Plus Bond Fund (LAPIX) and Bridge Builder Core Plus Bond Fund (BBCPX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

LAPIX vs. BBCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LAPIX
Lord Abbett Core Plus Bond Fund
-1.02%7.63%3.12%6.31%-14.72%0.29%7.43%10.10%-0.70%3.97%
BBCPX
Bridge Builder Core Plus Bond Fund
-1.29%8.97%2.28%6.58%-13.24%-0.29%9.27%9.31%0.34%4.20%

Returns By Period

In the year-to-date period, LAPIX achieves a -1.02% return, which is significantly higher than BBCPX's -1.29% return. Over the past 10 years, LAPIX has underperformed BBCPX with an annualized return of 2.05%, while BBCPX has yielded a comparatively higher 2.32% annualized return.


LAPIX

1D
0.47%
1M
-2.75%
YTD
-1.02%
6M
0.09%
1Y
3.80%
3Y*
4.21%
5Y*
0.51%
10Y*
2.05%

BBCPX

1D
0.57%
1M
-2.86%
YTD
-1.29%
6M
0.25%
1Y
4.34%
3Y*
4.27%
5Y*
0.81%
10Y*
2.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


LAPIX vs. BBCPX - Expense Ratio Comparison

LAPIX has a 0.48% expense ratio, which is higher than BBCPX's 0.15% expense ratio.


Return for Risk

LAPIX vs. BBCPX — Risk / Return Rank

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

LAPIX
LAPIX Risk / Return Rank: 5353
Overall Rank
LAPIX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
LAPIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
LAPIX Omega Ratio Rank: 4040
Omega Ratio Rank
LAPIX Calmar Ratio Rank: 6767
Calmar Ratio Rank
LAPIX Martin Ratio Rank: 5050
Martin Ratio Rank

BBCPX
BBCPX Risk / Return Rank: 5656
Overall Rank
BBCPX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BBCPX Sortino Ratio Rank: 5959
Sortino Ratio Rank
BBCPX Omega Ratio Rank: 4545
Omega Ratio Rank
BBCPX Calmar Ratio Rank: 6565
Calmar Ratio Rank
BBCPX Martin Ratio Rank: 5151
Martin Ratio Rank
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.

LAPIX vs. BBCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPIX) and Bridge Builder Core Plus Bond Fund (BBCPX). 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.


LAPIXBBCPXDifference

Sharpe ratio

Return per unit of total volatility

1.02

1.07

-0.06

Sortino ratio

Return per unit of downside risk

1.44

1.53

-0.08

Omega ratio

Gain probability vs. loss probability

1.18

1.19

-0.01

Calmar ratio

Return relative to maximum drawdown

1.54

1.48

+0.06

Martin ratio

Return relative to average drawdown

4.93

4.95

-0.02

LAPIX vs. BBCPX - Sharpe Ratio Comparison

The current LAPIX Sharpe Ratio is 1.02, which is comparable to the BBCPX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of LAPIX and BBCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


LAPIXBBCPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.07

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.14

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.48

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.51

-0.04

Correlation

The correlation between LAPIX and BBCPX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

LAPIX vs. BBCPX - Dividend Comparison

LAPIX's dividend yield for the trailing twelve months is around 4.81%, more than BBCPX's 4.06% yield.


TTM2025202420232022202120202019201820172016
LAPIX
Lord Abbett Core Plus Bond Fund
4.81%5.20%5.05%4.32%2.95%2.42%4.45%4.00%4.15%2.57%0.65%
BBCPX
Bridge Builder Core Plus Bond Fund
4.06%4.79%4.93%4.12%2.96%2.39%4.70%5.00%3.47%2.71%0.64%

Drawdowns

LAPIX vs. BBCPX - Drawdown Comparison

The maximum LAPIX drawdown since its inception was -18.94%, roughly equal to the maximum BBCPX drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for LAPIX and BBCPX.


Loading graphics...

Drawdown Indicators


LAPIXBBCPXDifference

Max Drawdown

Largest peak-to-trough decline

-18.94%

-18.25%

-0.69%

Max Drawdown (1Y)

Largest decline over 1 year

-3.21%

-3.41%

+0.20%

Max Drawdown (5Y)

Largest decline over 5 years

-18.94%

-18.25%

-0.69%

Max Drawdown (10Y)

Largest decline over 10 years

-18.94%

-18.25%

-0.69%

Current Drawdown

Current decline from peak

-2.75%

-2.86%

+0.11%

Average Drawdown

Average peak-to-trough decline

-4.30%

-3.82%

-0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

1.02%

-0.02%

Volatility

LAPIX vs. BBCPX - Volatility Comparison

The current volatility for Lord Abbett Core Plus Bond Fund (LAPIX) is 1.58%, while Bridge Builder Core Plus Bond Fund (BBCPX) has a volatility of 1.79%. This indicates that LAPIX experiences smaller price fluctuations and is considered to be less risky than BBCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


LAPIXBBCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.58%

1.79%

-0.21%

Volatility (6M)

Calculated over the trailing 6-month period

2.55%

2.91%

-0.36%

Volatility (1Y)

Calculated over the trailing 1-year period

4.40%

4.76%

-0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.47%

5.95%

-0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.63%

4.86%

-0.23%