LBNDX vs. DIAL
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and Columbia Diversified Fixed Income Allocation ETF (DIAL).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. DIAL is a passively managed fund by Ameriprise Financial that tracks the performance of the Bloomberg Beta Advantage Multi-Sector Bond Index. It was launched on Oct 12, 2017.
Performance
LBNDX vs. DIAL - Performance Comparison
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LBNDX vs. DIAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | -1.89% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 7.65% | 13.40% | -3.76% | 1.38% |
DIAL Columbia Diversified Fixed Income Allocation ETF | -0.68% | 9.93% | 1.69% | 8.54% | -16.13% | -1.14% | 9.08% | 14.05% | -1.98% | 0.00% |
Returns By Period
In the year-to-date period, LBNDX achieves a -1.89% return, which is significantly lower than DIAL's -0.68% return.
LBNDX
- 1D
- 0.28%
- 1M
- -3.81%
- YTD
- -1.89%
- 6M
- -0.44%
- 1Y
- 5.50%
- 3Y*
- 5.72%
- 5Y*
- 1.23%
- 10Y*
- 4.27%
DIAL
- 1D
- 0.70%
- 1M
- -2.42%
- YTD
- -0.68%
- 6M
- 0.43%
- 1Y
- 6.22%
- 3Y*
- 5.05%
- 5Y*
- 0.73%
- 10Y*
- —
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LBNDX vs. DIAL - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than DIAL's 0.29% expense ratio.
Return for Risk
LBNDX vs. DIAL — Risk / Return Rank
LBNDX
DIAL
LBNDX vs. DIAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) and Columbia Diversified Fixed Income Allocation ETF (DIAL). 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.
| LBNDX | DIAL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.40 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.02 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.92 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.44 | 8.30 | -2.86 |
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
| LBNDX | DIAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.40 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.11 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.34 | +0.75 |
Correlation
The correlation between LBNDX and DIAL is 0.59, 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.
Dividends
LBNDX vs. DIAL - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 5.60%, more than DIAL's 4.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 5.60% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
DIAL Columbia Diversified Fixed Income Allocation ETF | 4.97% | 4.81% | 4.67% | 3.77% | 3.47% | 2.46% | 2.61% | 3.27% | 3.56% | 0.65% | 0.00% | 0.00% |
Drawdowns
LBNDX vs. DIAL - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.67%, which is greater than DIAL's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for LBNDX and DIAL.
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Drawdown Indicators
| LBNDX | DIAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -22.19% | -4.48% |
Max Drawdown (1Y)Largest decline over 1 year | -4.08% | -3.34% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | -22.19% | +4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -19.77% | — | — |
Current DrawdownCurrent decline from peak | -3.81% | -2.42% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -5.63% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.77% | +0.31% |
Volatility
LBNDX vs. DIAL - Volatility Comparison
The current volatility for Lord Abbett Bond Debenture Fund (LBNDX) is 1.77%, while Columbia Diversified Fixed Income Allocation ETF (DIAL) has a volatility of 2.07%. This indicates that LBNDX experiences smaller price fluctuations and is considered to be less risky than DIAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBNDX | DIAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 2.07% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 2.76% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.48% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.63% | 7.00% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 7.07% | -2.05% |