LAVLX vs. LISDX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Short Duration Tax Free Fund (LISDX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. LISDX is managed by Lord Abbett. It was launched on Dec 30, 2008.
Performance
LAVLX vs. LISDX - Performance Comparison
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LAVLX vs. LISDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | -1.87% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
LISDX Lord Abbett Short Duration Tax Free Fund | -0.18% | 4.44% | 3.11% | 3.14% | -4.38% | 0.55% | 2.18% | 4.43% | 1.30% | 1.91% |
Returns By Period
In the year-to-date period, LAVLX achieves a -1.87% return, which is significantly lower than LISDX's -0.18% return. Over the past 10 years, LAVLX has outperformed LISDX with an annualized return of 7.73%, while LISDX has yielded a comparatively lower 1.51% annualized return.
LAVLX
- 1D
- -0.21%
- 1M
- -7.54%
- YTD
- -1.87%
- 6M
- 0.35%
- 1Y
- 9.46%
- 3Y*
- 11.24%
- 5Y*
- 7.04%
- 10Y*
- 7.73%
LISDX
- 1D
- 0.00%
- 1M
- -1.44%
- YTD
- -0.18%
- 6M
- 0.45%
- 1Y
- 3.29%
- 3Y*
- 3.11%
- 5Y*
- 1.27%
- 10Y*
- 1.51%
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LAVLX vs. LISDX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than LISDX's 0.45% expense ratio.
Return for Risk
LAVLX vs. LISDX — Risk / Return Rank
LAVLX
LISDX
LAVLX vs. LISDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Short Duration Tax Free Fund (LISDX). 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.
| LAVLX | LISDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.83 | -1.25 |
Sortino ratioReturn per unit of downside risk | 0.92 | 2.73 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.59 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 2.15 | -1.53 |
Martin ratioReturn relative to average drawdown | 2.66 | 8.75 | -6.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAVLX | LISDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.83 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.79 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.86 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.24 | -0.66 |
Correlation
The correlation between LAVLX and LISDX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LAVLX vs. LISDX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 7.17%, more than LISDX's 3.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 7.17% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
LISDX Lord Abbett Short Duration Tax Free Fund | 3.04% | 3.53% | 3.06% | 2.34% | 1.12% | 1.05% | 1.58% | 2.15% | 1.74% | 1.31% | 1.29% | 1.22% |
Drawdowns
LAVLX vs. LISDX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, which is greater than LISDX's maximum drawdown of -6.72%. Use the drawdown chart below to compare losses from any high point for LAVLX and LISDX.
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Drawdown Indicators
| LAVLX | LISDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -6.72% | -53.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -1.72% | -11.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -6.72% | -15.04% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -6.72% | -35.44% |
Current DrawdownCurrent decline from peak | -7.72% | -1.44% | -6.28% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -0.81% | -7.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 0.42% | +2.63% |
Volatility
LAVLX vs. LISDX - Volatility Comparison
Lord Abbett Mid Cap Stock Fund (LAVLX) has a higher volatility of 4.11% compared to Lord Abbett Short Duration Tax Free Fund (LISDX) at 0.52%. This indicates that LAVLX's price experiences larger fluctuations and is considered to be riskier than LISDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | LISDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 0.52% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 0.99% | +7.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 1.99% | +15.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 1.61% | +15.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.52% | 1.75% | +17.77% |