LAPIX vs. SRBFX
Compare and contrast key facts about Lord Abbett Core Plus Bond Fund (LAPIX) and Columbia Total Return Bond Fund (SRBFX).
LAPIX is managed by Lord Abbett. It was launched on Dec 8, 2015. SRBFX is managed by Columbia Threadneedle. It was launched on Dec 5, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAPIX or SRBFX.
Correlation
The correlation between LAPIX and SRBFX is 0.92, 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.
Performance
LAPIX vs. SRBFX - Performance Comparison
Key characteristics
LAPIX:
1.20
SRBFX:
0.54
LAPIX:
1.78
SRBFX:
0.81
LAPIX:
1.21
SRBFX:
1.10
LAPIX:
0.74
SRBFX:
0.20
LAPIX:
3.83
SRBFX:
1.27
LAPIX:
1.51%
SRBFX:
2.77%
LAPIX:
4.88%
SRBFX:
6.39%
LAPIX:
-17.47%
SRBFX:
-24.67%
LAPIX:
-2.20%
SRBFX:
-12.24%
Returns By Period
In the year-to-date period, LAPIX achieves a 0.47% return, which is significantly higher than SRBFX's 0.20% return.
LAPIX
0.47%
0.39%
0.12%
5.80%
1.20%
N/A
SRBFX
0.20%
0.20%
-2.22%
3.01%
-0.70%
1.08%
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LAPIX vs. SRBFX - Expense Ratio Comparison
LAPIX has a 0.48% expense ratio, which is lower than SRBFX's 0.49% expense ratio.
Risk-Adjusted Performance
LAPIX vs. SRBFX — Risk-Adjusted Performance Rank
LAPIX
SRBFX
LAPIX vs. SRBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPIX) and Columbia Total Return Bond Fund (SRBFX). 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
LAPIX vs. SRBFX - Dividend Comparison
LAPIX's dividend yield for the trailing twelve months is around 6.43%, more than SRBFX's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAPIX Lord Abbett Core Plus Bond Fund | 6.43% | 6.92% | 6.54% | 5.03% | 4.07% | 3.36% | 3.37% | 4.15% | 3.42% | 3.86% | 0.24% | 0.00% |
SRBFX Columbia Total Return Bond Fund | 4.43% | 4.87% | 4.22% | 3.98% | 3.00% | 3.48% | 3.26% | 2.85% | 2.78% | 2.84% | 2.22% | 2.65% |
Drawdowns
LAPIX vs. SRBFX - Drawdown Comparison
The maximum LAPIX drawdown since its inception was -17.47%, smaller than the maximum SRBFX drawdown of -24.67%. Use the drawdown chart below to compare losses from any high point for LAPIX and SRBFX. For additional features, visit the drawdowns tool.
Volatility
LAPIX vs. SRBFX - Volatility Comparison
The current volatility for Lord Abbett Core Plus Bond Fund (LAPIX) is 1.29%, while Columbia Total Return Bond Fund (SRBFX) has a volatility of 1.74%. This indicates that LAPIX experiences smaller price fluctuations and is considered to be less risky than SRBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.