LBNDX vs. LISDX
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and Lord Abbett Short Duration Tax Free Fund (LISDX).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. LISDX is managed by Lord Abbett. It was launched on Dec 30, 2008.
Performance
LBNDX vs. LISDX - Performance Comparison
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LBNDX vs. LISDX - 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% | 9.23% |
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, LBNDX achieves a -1.89% return, which is significantly lower than LISDX's -0.18% return. Over the past 10 years, LBNDX has outperformed LISDX with an annualized return of 4.27%, while LISDX has yielded a comparatively lower 1.51% annualized 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%
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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LBNDX vs. LISDX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than LISDX's 0.45% expense ratio.
Return for Risk
LBNDX vs. LISDX — Risk / Return Rank
LBNDX
LISDX
LBNDX vs. LISDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) 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.
| LBNDX | LISDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.83 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.73 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.59 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.15 | -0.71 |
Martin ratioReturn relative to average drawdown | 5.44 | 8.75 | -3.31 |
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 | LISDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.83 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.79 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.86 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 1.24 | -0.15 |
Correlation
The correlation between LBNDX and LISDX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LBNDX vs. LISDX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 5.60%, more than LISDX's 3.04% 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% |
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
LBNDX vs. LISDX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.67%, which is greater than LISDX's maximum drawdown of -6.72%. Use the drawdown chart below to compare losses from any high point for LBNDX and LISDX.
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Drawdown Indicators
| LBNDX | LISDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -6.72% | -19.95% |
Max Drawdown (1Y)Largest decline over 1 year | -4.08% | -1.72% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | -6.72% | -10.61% |
Max Drawdown (10Y)Largest decline over 10 years | -19.77% | -6.72% | -13.05% |
Current DrawdownCurrent decline from peak | -3.81% | -1.44% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -0.81% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.42% | +0.66% |
Volatility
LBNDX vs. LISDX - Volatility Comparison
Lord Abbett Bond Debenture Fund (LBNDX) has a higher volatility of 1.77% compared to Lord Abbett Short Duration Tax Free Fund (LISDX) at 0.52%. This indicates that LBNDX'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
| LBNDX | LISDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 0.52% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 0.99% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 1.99% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.63% | 1.61% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 1.75% | +3.27% |