LAVLX vs. LBNDX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Bond Debenture Fund (LBNDX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAVLX or LBNDX.
Performance
LAVLX vs. LBNDX - Performance Comparison
Returns By Period
In the year-to-date period, LAVLX achieves a 21.96% return, which is significantly higher than LBNDX's 7.45% return. Over the past 10 years, LAVLX has outperformed LBNDX with an annualized return of 5.07%, while LBNDX has yielded a comparatively lower 3.57% annualized return.
LAVLX
21.96%
5.35%
12.43%
30.93%
7.59%
5.07%
LBNDX
7.45%
0.89%
5.03%
11.74%
2.58%
3.57%
Key characteristics
| LAVLX | LBNDX | |
|---|---|---|
| Sharpe Ratio | 2.29 | 2.85 |
| Sortino Ratio | 3.23 | 4.46 |
| Omega Ratio | 1.39 | 1.62 |
| Calmar Ratio | 1.70 | 0.99 |
| Martin Ratio | 12.86 | 18.02 |
| Ulcer Index | 2.41% | 0.60% |
| Daily Std Dev | 13.53% | 3.77% |
| Max Drawdown | -68.35% | -26.23% |
| Current Drawdown | -0.46% | -1.73% |
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LAVLX vs. LBNDX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than LBNDX's 0.77% expense ratio.
Correlation
The correlation between LAVLX and LBNDX is 0.53, 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.
Risk-Adjusted Performance
LAVLX vs. LBNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Bond Debenture Fund (LBNDX). 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
LAVLX vs. LBNDX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 0.44%, less than LBNDX's 5.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 0.44% | 0.54% | 1.07% | 0.77% | 1.20% | 0.88% | 1.07% | 0.91% | 0.60% | 0.79% | 0.47% | 0.37% |
LBNDX Lord Abbett Bond Debenture Fund | 5.73% | 5.12% | 5.06% | 3.81% | 3.71% | 4.01% | 4.78% | 4.24% | 4.64% | 4.72% | 6.95% | 5.33% |
Drawdowns
LAVLX vs. LBNDX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -68.35%, which is greater than LBNDX's maximum drawdown of -26.23%. Use the drawdown chart below to compare losses from any high point for LAVLX and LBNDX. For additional features, visit the drawdowns tool.
Volatility
LAVLX vs. LBNDX - Volatility Comparison
Lord Abbett Mid Cap Stock Fund (LAVLX) has a higher volatility of 4.94% compared to Lord Abbett Bond Debenture Fund (LBNDX) at 0.97%. This indicates that LAVLX's price experiences larger fluctuations and is considered to be riskier than LBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.