LAPLX vs. PONAX
Compare and contrast key facts about Lord Abbett Core Plus Bond Fund (LAPLX) and PIMCO Income Fund Class A (PONAX).
LAPLX is managed by Lord Abbett. It was launched on Apr 4, 2017. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
LAPLX vs. PONAX - Performance Comparison
Loading graphics...
LAPLX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, LAPLX achieves a -1.05% return, which is significantly higher than PONAX's -1.42% return. Over the past 10 years, LAPLX has underperformed PONAX with an annualized return of 1.85%, while PONAX has yielded a comparatively higher 4.25% annualized return.
LAPLX
- 1D
- 0.47%
- 1M
- -2.75%
- YTD
- -1.05%
- 6M
- 0.01%
- 1Y
- 3.62%
- 3Y*
- 3.87%
- 5Y*
- 0.24%
- 10Y*
- 1.85%
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
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. PONAX - Expense Ratio Comparison
LAPLX has a 0.68% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
LAPLX vs. PONAX — Risk / Return Rank
LAPLX
PONAX
LAPLX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPLX) and PIMCO Income Fund Class A (PONAX). 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.
| LAPLX | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.48 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.11 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.76 | -0.28 |
Martin ratioReturn relative to average drawdown | 4.71 | 7.07 | -2.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LAPLX | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.48 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.64 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 1.03 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.47 | -1.04 |
Correlation
The correlation between LAPLX and PONAX is 0.73, 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
LAPLX vs. PONAX - Dividend Comparison
LAPLX's dividend yield for the trailing twelve months is around 4.62%, less than PONAX's 5.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
LAPLX vs. PONAX - Drawdown Comparison
The maximum LAPLX drawdown since its inception was -19.06%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for LAPLX and PONAX.
Loading graphics...
Drawdown Indicators
| LAPLX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.06% | -13.64% | -5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -3.20% | -3.69% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -19.06% | -13.64% | -5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -19.06% | -13.64% | -5.42% |
Current DrawdownCurrent decline from peak | -2.75% | -3.24% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -1.80% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.92% | +0.08% |
Volatility
LAPLX vs. PONAX - Volatility Comparison
The current volatility for Lord Abbett Core Plus Bond Fund (LAPLX) is 1.58%, while PIMCO Income Fund Class A (PONAX) has a volatility of 1.88%. This indicates that LAPLX experiences smaller price fluctuations and is considered to be less risky than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LAPLX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.88% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 2.61% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.24% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.44% | 4.72% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.60% | 4.16% | +0.44% |