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LAPLX vs. ARINX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LAPLX vs. ARINX - Performance Comparison

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

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Returns By Period

In the year-to-date period, LAPLX achieves a 0.42% return, which is significantly lower than ARINX's 0.64% return. Over the past 10 years, LAPLX has underperformed ARINX with an annualized return of 1.87%, while ARINX has yielded a comparatively higher 2.21% annualized return.


LAPLX

1D
0.08%
1M
0.57%
YTD
0.42%
6M
0.44%
1Y
5.89%
3Y*
4.77%
5Y*
0.25%
10Y*
1.87%

ARINX

1D
0.06%
1M
0.35%
YTD
0.64%
6M
0.64%
1Y
4.02%
3Y*
4.75%
5Y*
1.37%
10Y*
2.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LAPLX vs. ARINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LAPLX
Lord Abbett Core Plus Bond Fund
0.42%7.42%2.49%6.12%-14.77%0.13%7.23%9.88%-0.90%3.81%
ARINX
Archer Income Fund
0.64%4.42%4.90%3.99%-6.84%1.52%4.29%6.19%0.35%3.18%

Correlation

The correlation between LAPLX and ARINX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (5Y)
Calculated over the trailing 5-year period

0.78

Correlation (10Y)
Calculated over the trailing 10-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2016

0.74

The correlation between LAPLX and ARINX has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.

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Return for Risk

LAPLX vs. ARINX — Risk / Return Rank

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

LAPLX
LAPLX Risk / Return Rank: 2626
Overall Rank
LAPLX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
LAPLX Sortino Ratio Rank: 2929
Sortino Ratio Rank
LAPLX Omega Ratio Rank: 2626
Omega Ratio Rank
LAPLX Calmar Ratio Rank: 2525
Calmar Ratio Rank
LAPLX Martin Ratio Rank: 2323
Martin Ratio Rank

ARINX
ARINX Risk / Return Rank: 5858
Overall Rank
ARINX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
ARINX Sortino Ratio Rank: 6969
Sortino Ratio Rank
ARINX Omega Ratio Rank: 7272
Omega Ratio Rank
ARINX Calmar Ratio Rank: 4747
Calmar Ratio Rank
ARINX Martin Ratio Rank: 4343
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.

LAPLX vs. ARINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPLX) and Archer Income Fund (ARINX). 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.


LAPLXARINXDifference
Sharpe ratioReturn per unit of total volatility

-0.78

Sortino ratioReturn per unit of downside risk

-1.22

Omega ratioGain probability vs. loss probability

1.27

1.48

-0.21

Calmar ratioReturn relative to maximum drawdown

1.85

2.61

-0.76

Martin ratioReturn relative to average drawdown

5.80

9.10

-3.29

LAPLX vs. ARINX - Sharpe Ratio Comparison

The current LAPLX Sharpe Ratio is 1.51, which is lower than the ARINX Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of LAPLX and ARINX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LAPLXARINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

2.29

-0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.67

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

1.13

-0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.54

-0.08

Drawdowns

LAPLX vs. ARINX - Drawdown Comparison

The maximum LAPLX drawdown since its inception was -19.06%, which is greater than ARINX's maximum drawdown of -9.38%. Use the drawdown chart below to compare losses from any high point for LAPLX and ARINX.


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Drawdown Indicators


LAPLXARINXDifference

Max Drawdown

Largest peak-to-trough decline

-19.06%

-9.38%

-9.68%

Max Drawdown (1Y)

Largest decline over 1 year

-3.20%

-1.57%

-1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-5.46%

-1.57%

-3.89%

Max Drawdown (5Y)

Largest decline over 5 years

-19.06%

-9.38%

-9.68%

Max Drawdown (10Y)

Largest decline over 10 years

-19.06%

-9.38%

-9.68%

Current Drawdown

Current decline from peak

-1.31%

-0.57%

-0.74%

Average Drawdown

Average peak-to-trough decline

-4.47%

-1.73%

-2.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

0.45%

+0.57%

Volatility

LAPLX vs. ARINX - Volatility Comparison

Lord Abbett Core Plus Bond Fund (LAPLX) has a higher volatility of 1.45% compared to Archer Income Fund (ARINX) at 0.80%. This indicates that LAPLX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LAPLXARINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.45%

0.80%

+0.65%

Volatility (6M)

Calculated over the trailing 6-month period

2.88%

1.46%

+1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

3.93%

1.79%

+2.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.48%

2.06%

+3.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.63%

1.97%

+2.66%

LAPLX vs. ARINX - Expense Ratio Comparison

LAPLX has a 0.68% expense ratio, which is lower than ARINX's 0.98% expense ratio.


Dividends

LAPLX vs. ARINX - Dividend Comparison

LAPLX's dividend yield for the trailing twelve months is around 4.98%, more than ARINX's 3.58% yield.


PositionTTM20252024202320222021202020192018201720162015
ARINX
Archer Income Fund
3.58%2.72%3.77%3.15%2.72%2.56%2.66%2.69%2.84%2.94%2.84%2.79%
LAPLX
Lord Abbett Core Plus Bond Fund
4.98%5.01%4.43%4.15%2.79%2.26%4.27%3.79%3.94%2.41%0.65%0.00%

Frequently Asked Questions


LAPLX and ARINX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LAPLX has higher volatility (1.45%) compared to ARINX (0.80%). In terms of maximum drawdown, LAPLX dropped -19.06% vs ARINX's -9.38%.

ARINX currently has the higher Sharpe Ratio (2.29 vs 1.51), 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.

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