PortfoliosLab logoPortfoliosLab logo
LAPLX vs. LHYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LAPLX vs. LHYAX - Performance Comparison

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

Loading graphics...

LAPLX vs. LHYAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LAPLX
Lord Abbett Core Plus Bond Fund
-1.05%7.42%2.49%6.12%-14.77%0.13%7.23%9.88%-0.90%3.81%
LHYAX
Lord Abbett High Yield Fund
-1.34%7.44%7.25%9.84%-14.97%6.16%4.56%15.11%-5.10%8.53%

Returns By Period

In the year-to-date period, LAPLX achieves a -1.05% return, which is significantly higher than LHYAX's -1.34% return. Over the past 10 years, LAPLX has underperformed LHYAX with an annualized return of 1.85%, while LHYAX has yielded a comparatively higher 4.71% annualized return.


LAPLX

1D
0.47%
1M
-2.30%
YTD
-1.05%
6M
-0.15%
1Y
3.37%
3Y*
3.87%
5Y*
0.24%
10Y*
1.85%

LHYAX

1D
0.65%
1M
-2.05%
YTD
-1.34%
6M
-0.00%
1Y
5.50%
3Y*
6.74%
5Y*
2.05%
10Y*
4.71%
*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.


LAPLX vs. LHYAX - Expense Ratio Comparison

LAPLX has a 0.68% expense ratio, which is lower than LHYAX's 0.88% expense ratio.


Return for Risk

LAPLX vs. LHYAX — Risk / Return Rank

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

LAPLX
LAPLX Risk / Return Rank: 4949
Overall Rank
LAPLX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
LAPLX Sortino Ratio Rank: 4747
Sortino Ratio Rank
LAPLX Omega Ratio Rank: 3636
Omega Ratio Rank
LAPLX Calmar Ratio Rank: 6464
Calmar Ratio Rank
LAPLX Martin Ratio Rank: 4747
Martin Ratio Rank

LHYAX
LHYAX Risk / Return Rank: 6969
Overall Rank
LHYAX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
LHYAX Sortino Ratio Rank: 7171
Sortino Ratio Rank
LHYAX Omega Ratio Rank: 7777
Omega Ratio Rank
LHYAX Calmar Ratio Rank: 6363
Calmar Ratio Rank
LHYAX Martin Ratio Rank: 6060
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. LHYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPLX) and Lord Abbett High Yield Fund (LHYAX). 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.


LAPLXLHYAXDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.34

-0.37

Sortino ratio

Return per unit of downside risk

1.37

1.86

-0.49

Omega ratio

Gain probability vs. loss probability

1.17

1.31

-0.14

Calmar ratio

Return relative to maximum drawdown

1.48

1.57

-0.10

Martin ratio

Return relative to average drawdown

4.71

6.06

-1.35

LAPLX vs. LHYAX - Sharpe Ratio Comparison

The current LAPLX Sharpe Ratio is 0.97, which is comparable to the LHYAX Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of LAPLX and LHYAX, 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


LAPLXLHYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.34

-0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.41

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.83

-0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

1.14

-0.71

Correlation

The correlation between LAPLX and LHYAX 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.


Dividends

LAPLX vs. LHYAX - Dividend Comparison

LAPLX's dividend yield for the trailing twelve months is around 4.62%, less than LHYAX's 6.76% yield.


TTM20252024202320222021202020192018201720162015
LAPLX
Lord Abbett Core Plus Bond Fund
4.62%5.01%4.43%4.15%2.79%2.26%4.27%3.79%3.94%2.41%0.65%0.00%
LHYAX
Lord Abbett High Yield Fund
6.76%7.13%6.02%5.84%4.60%4.91%5.15%5.47%6.29%5.65%5.85%6.08%

Drawdowns

LAPLX vs. LHYAX - Drawdown Comparison

The maximum LAPLX drawdown since its inception was -19.06%, smaller than the maximum LHYAX drawdown of -31.68%. Use the drawdown chart below to compare losses from any high point for LAPLX and LHYAX.


Loading graphics...

Drawdown Indicators


LAPLXLHYAXDifference

Max Drawdown

Largest peak-to-trough decline

-19.06%

-31.68%

+12.62%

Max Drawdown (1Y)

Largest decline over 1 year

-3.20%

-3.80%

+0.60%

Max Drawdown (5Y)

Largest decline over 5 years

-19.06%

-18.67%

-0.39%

Max Drawdown (10Y)

Largest decline over 10 years

-19.06%

-24.23%

+5.17%

Current Drawdown

Current decline from peak

-2.75%

-2.39%

-0.36%

Average Drawdown

Average peak-to-trough decline

-4.52%

-3.09%

-1.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

0.99%

+0.01%

Volatility

LAPLX vs. LHYAX - Volatility Comparison

Lord Abbett Core Plus Bond Fund (LAPLX) and Lord Abbett High Yield Fund (LHYAX) have volatilities of 1.58% and 1.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


LAPLXLHYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.58%

1.61%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

2.56%

2.65%

-0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

4.40%

4.25%

+0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.44%

5.04%

+0.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.60%

5.72%

-1.12%