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LAPLX vs. VGIT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LAPLX vs. VGIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Core Plus Bond Fund (LAPLX) and Vanguard Intermediate-Term Treasury ETF (VGIT). The values are adjusted to include any dividend payments, if applicable.

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LAPLX vs. VGIT - 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%
VGIT
Vanguard Intermediate-Term Treasury ETF
-0.03%7.34%1.39%4.28%-10.53%-2.64%7.71%6.19%1.35%1.70%

Returns By Period

In the year-to-date period, LAPLX achieves a -1.05% return, which is significantly lower than VGIT's -0.03% return. Over the past 10 years, LAPLX has outperformed VGIT with an annualized return of 1.85%, while VGIT has yielded a comparatively lower 1.32% 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%

VGIT

1D
0.20%
1M
-1.66%
YTD
-0.03%
6M
1.07%
1Y
4.13%
3Y*
3.29%
5Y*
0.32%
10Y*
1.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LAPLX vs. VGIT - Expense Ratio Comparison

LAPLX has a 0.68% expense ratio, which is higher than VGIT's 0.04% expense ratio.


Return for Risk

LAPLX vs. VGIT — 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

VGIT
VGIT Risk / Return Rank: 6464
Overall Rank
VGIT Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VGIT Sortino Ratio Rank: 6868
Sortino Ratio Rank
VGIT Omega Ratio Rank: 5555
Omega Ratio Rank
VGIT Calmar Ratio Rank: 7373
Calmar Ratio Rank
VGIT Martin Ratio Rank: 6161
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. VGIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPLX) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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.


LAPLXVGITDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.09

-0.12

Sortino ratio

Return per unit of downside risk

1.37

1.63

-0.26

Omega ratio

Gain probability vs. loss probability

1.17

1.19

-0.02

Calmar ratio

Return relative to maximum drawdown

1.48

1.78

-0.30

Martin ratio

Return relative to average drawdown

4.71

5.53

-0.82

LAPLX vs. VGIT - Sharpe Ratio Comparison

The current LAPLX Sharpe Ratio is 0.97, which is comparable to the VGIT Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of LAPLX and VGIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LAPLXVGITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.09

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.06

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.29

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.50

-0.08

Correlation

The correlation between LAPLX and VGIT is 0.83, 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. VGIT - Dividend Comparison

LAPLX's dividend yield for the trailing twelve months is around 4.62%, more than VGIT's 3.81% 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%
VGIT
Vanguard Intermediate-Term Treasury ETF
3.81%3.79%3.67%2.73%1.74%1.69%2.23%2.24%2.05%1.67%1.69%1.69%

Drawdowns

LAPLX vs. VGIT - Drawdown Comparison

The maximum LAPLX drawdown since its inception was -19.06%, which is greater than VGIT's maximum drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for LAPLX and VGIT.


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Drawdown Indicators


LAPLXVGITDifference

Max Drawdown

Largest peak-to-trough decline

-19.06%

-16.05%

-3.01%

Max Drawdown (1Y)

Largest decline over 1 year

-3.20%

-2.42%

-0.78%

Max Drawdown (5Y)

Largest decline over 5 years

-19.06%

-15.02%

-4.04%

Max Drawdown (10Y)

Largest decline over 10 years

-19.06%

-16.05%

-3.01%

Current Drawdown

Current decline from peak

-2.75%

-1.97%

-0.78%

Average Drawdown

Average peak-to-trough decline

-4.52%

-3.54%

-0.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

0.78%

+0.22%

Volatility

LAPLX vs. VGIT - Volatility Comparison

Lord Abbett Core Plus Bond Fund (LAPLX) has a higher volatility of 1.58% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.33%. This indicates that LAPLX's price experiences larger fluctuations and is considered to be riskier than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LAPLXVGITDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.58%

1.33%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

2.56%

2.28%

+0.28%

Volatility (1Y)

Calculated over the trailing 1-year period

4.40%

3.81%

+0.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.44%

5.36%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.60%

4.50%

+0.10%