LBNDX vs. LSYIX
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and Lord Abbett Short Duration High Yield Fund (LSYIX).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020.
Performance
LBNDX vs. LSYIX - Performance Comparison
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LBNDX vs. LSYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | -1.89% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 18.34% |
LSYIX Lord Abbett Short Duration High Yield Fund | -1.69% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
Returns By Period
In the year-to-date period, LBNDX achieves a -1.89% return, which is significantly lower than LSYIX's -1.69% 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%
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
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LBNDX vs. LSYIX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than LSYIX's 0.45% expense ratio.
Return for Risk
LBNDX vs. LSYIX — Risk / Return Rank
LBNDX
LSYIX
LBNDX vs. LSYIX - 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 High Yield Fund (LSYIX). 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 | LSYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.44 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.99 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.41 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.44 | 5.83 | -0.39 |
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 | LSYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.44 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.98 | -0.71 |
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 | 1.44 | -0.35 |
Correlation
The correlation between LBNDX and LSYIX is 0.81, 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
LBNDX vs. LSYIX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 5.60%, less than LSYIX's 7.61% 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% |
LSYIX Lord Abbett Short Duration High Yield Fund | 7.61% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LBNDX vs. LSYIX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.67%, which is greater than LSYIX's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for LBNDX and LSYIX.
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Drawdown Indicators
| LBNDX | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.67% | -10.79% | -15.88% |
Max Drawdown (1Y)Largest decline over 1 year | -4.08% | -4.12% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | -10.79% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -19.77% | — | — |
Current DrawdownCurrent decline from peak | -3.81% | -2.73% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -1.90% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.99% | +0.09% |
Volatility
LBNDX vs. LSYIX - Volatility Comparison
Lord Abbett Bond Debenture Fund (LBNDX) has a higher volatility of 1.77% compared to Lord Abbett Short Duration High Yield Fund (LSYIX) at 1.31%. This indicates that LBNDX's price experiences larger fluctuations and is considered to be riskier than LSYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBNDX | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.31% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 2.40% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.27% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.63% | 4.24% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 4.21% | +0.81% |