LBNDX vs. LADYX
LBNDX (Lord Abbett Bond Debenture Fund) and LADYX (Lord Abbett Developing Growth Fund Class I) are both mutual funds - LBNDX is a Multisector Bonds fund managed by Lord Abbett, while LADYX is a Small Cap Growth Equities fund managed by Lord Abbett. Over the past 10 years, LBNDX returned 3.81%/yr vs 13.21%/yr for LADYX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. LBNDX charges 0.77%/yr vs 0.67%/yr for LADYX.
Performance
LBNDX vs. LADYX - Performance Comparison
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Returns By Period
In the year-to-date period, LBNDX achieves a 0.17% return, which is significantly lower than LADYX's 18.99% return. Over the past 10 years, LBNDX has underperformed LADYX with an annualized return of 3.81%, while LADYX has yielded a comparatively higher 13.21% annualized return.
LBNDX
- 1D
- 0.28%
- 1M
- -1.39%
- 6M
- -0.75%
- YTD
- 0.17%
- 1Y
- 4.23%
- 3Y*
- 6.05%
- 5Y*
- 1.16%
- 10Y*
- 3.81%
- ALL TIME*
- 5.67%
LADYX
- 1D
- 5.35%
- 1M
- -8.40%
- 6M
- 14.57%
- YTD
- 18.99%
- 1Y
- 36.51%
- 3Y*
- 16.93%
- 5Y*
- 1.97%
- 10Y*
- 13.21%
- ALL TIME*
- 9.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LBNDX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 0.17% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 7.65% | 13.40% | -3.76% | 9.23% |
LADYX Lord Abbett Developing Growth Fund Class I | 18.99% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Correlation
The correlation between LBNDX and LADYX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.51 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 1997 | 0.55 |
The correlation between LBNDX and LADYX has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.
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Return for Risk
LBNDX vs. LADYX — Risk / Return Rank
LBNDX
LADYX
LBNDX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) and Lord Abbett Developing Growth Fund Class I (LADYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LBNDX | LADYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.86 | -0.66 |
| Martin ratioReturn relative to average drawdown | 4.57 | 6.82 | -2.25 |
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Drawdowns
LBNDX vs. LADYX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.67%, smaller than the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for LBNDX and LADYX.
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Drawdown Indicators
| LBNDX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -60.18% | +33.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.08% | -18.41% | +14.33% |
Max Drawdown (3Y)Largest decline over 3 years | -4.51% | -32.06% | +27.55% |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | -50.98% | +33.65% |
Max Drawdown (10Y)Largest decline over 10 years | -19.77% | -54.05% | +34.28% |
Current DrawdownCurrent decline from peak | -1.79% | -14.04% | +12.25% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -20.06% | +16.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 5.02% | -3.95% |
Volatility
LBNDX vs. LADYX - Volatility Comparison
The current volatility for Lord Abbett Bond Debenture Fund (LBNDX) is 0.83%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 11.46%. This indicates that LBNDX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBNDX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.83% | 11.46% | -10.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.25% | 25.63% | -22.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 30.40% | -26.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.71% | 28.38% | -23.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 27.57% | -22.57% |
LBNDX vs. LADYX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than LADYX's 0.67% expense ratio.
Dividends
LBNDX vs. LADYX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 5.67%, while LADYX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
LBNDX Lord Abbett Bond Debenture Fund | 5.67% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
Frequently Asked Questions
LBNDX and LADYX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LADYX has higher volatility (11.46%) compared to LBNDX (0.83%). In terms of maximum drawdown, LBNDX dropped -26.67% vs LADYX's -60.18%.
LBNDX currently has the higher Sharpe Ratio (1.21 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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