LBFFX vs. LAVLX
Compare and contrast key facts about Lord Abbett Convertible Fund Class F (LBFFX) and Lord Abbett Mid Cap Stock Fund (LAVLX).
LBFFX is managed by Lord Abbett. LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983.
Performance
LBFFX vs. LAVLX - Performance Comparison
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LBFFX vs. LAVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
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% |
Returns By Period
In the year-to-date period, LBFFX achieves a 1.71% return, which is significantly higher than LAVLX's -1.87% return. Over the past 10 years, LBFFX has outperformed LAVLX with an annualized return of 11.61%, while LAVLX has yielded a comparatively lower 7.73% annualized return.
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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%
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LBFFX vs. LAVLX - Expense Ratio Comparison
LBFFX has a 0.93% expense ratio, which is lower than LAVLX's 0.98% expense ratio.
Return for Risk
LBFFX vs. LAVLX — Risk / Return Rank
LBFFX
LAVLX
LBFFX vs. LAVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund Class F (LBFFX) and Lord Abbett Mid Cap Stock Fund (LAVLX). 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.
| LBFFX | LAVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.58 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.44 | 0.92 | +1.53 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.13 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 0.62 | +2.83 |
Martin ratioReturn relative to average drawdown | 12.36 | 2.66 | +9.70 |
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
| LBFFX | LAVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.58 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.41 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.40 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.57 | +0.03 |
Correlation
The correlation between LBFFX and LAVLX is 0.78, 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
LBFFX vs. LAVLX - Dividend Comparison
LBFFX's dividend yield for the trailing twelve months is around 1.47%, less than LAVLX's 7.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
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% |
Drawdowns
LBFFX vs. LAVLX - Drawdown Comparison
The maximum LBFFX drawdown since its inception was -41.13%, smaller than the maximum LAVLX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for LBFFX and LAVLX.
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Drawdown Indicators
| LBFFX | LAVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.13% | -60.58% | +19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -7.07% | -13.09% | +6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.86% | -21.76% | -9.10% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -42.16% | +8.55% |
Current DrawdownCurrent decline from peak | -7.07% | -7.72% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -8.14% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 3.05% | -1.08% |
Volatility
LBFFX vs. LAVLX - Volatility Comparison
Lord Abbett Convertible Fund Class F (LBFFX) has a higher volatility of 5.98% compared to Lord Abbett Mid Cap Stock Fund (LAVLX) at 4.11%. This indicates that LBFFX's price experiences larger fluctuations and is considered to be riskier than LAVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBFFX | LAVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.11% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 8.76% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 17.18% | -2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.86% | 17.29% | -4.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 19.52% | -6.02% |