LBNDX vs. OSTIX
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and Osterweis Strategic Income Fund (OSTIX).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. OSTIX is managed by Osterweis. It was launched on Aug 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBNDX or OSTIX.
Correlation
The correlation between LBNDX and OSTIX is 0.57, 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.
Performance
LBNDX vs. OSTIX - Performance Comparison
Key characteristics
LBNDX:
1.31
OSTIX:
3.05
LBNDX:
1.85
OSTIX:
4.12
LBNDX:
1.26
OSTIX:
1.88
LBNDX:
0.70
OSTIX:
2.57
LBNDX:
5.11
OSTIX:
15.02
LBNDX:
1.09%
OSTIX:
0.40%
LBNDX:
4.21%
OSTIX:
1.95%
LBNDX:
-26.23%
OSTIX:
-10.06%
LBNDX:
-3.24%
OSTIX:
-1.34%
Returns By Period
In the year-to-date period, LBNDX achieves a -1.30% return, which is significantly lower than OSTIX's -0.16% return. Over the past 10 years, LBNDX has underperformed OSTIX with an annualized return of 3.02%, while OSTIX has yielded a comparatively higher 4.52% annualized return.
LBNDX
-1.30%
-2.16%
-1.50%
5.55%
3.59%
3.02%
OSTIX
-0.16%
-1.08%
0.97%
6.06%
6.77%
4.52%
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LBNDX vs. OSTIX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is lower than OSTIX's 0.84% expense ratio.
Risk-Adjusted Performance
LBNDX vs. OSTIX — Risk-Adjusted Performance Rank
LBNDX
OSTIX
LBNDX vs. OSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) and Osterweis Strategic Income Fund (OSTIX). 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.
Dividends
LBNDX vs. OSTIX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 6.15%, more than OSTIX's 5.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 6.15% | 5.87% | 5.12% | 5.06% | 3.81% | 3.71% | 4.01% | 4.78% | 4.24% | 4.64% | 4.72% | 6.95% |
OSTIX Osterweis Strategic Income Fund | 5.51% | 5.25% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.15% |
Drawdowns
LBNDX vs. OSTIX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.23%, which is greater than OSTIX's maximum drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for LBNDX and OSTIX. For additional features, visit the drawdowns tool.
Volatility
LBNDX vs. OSTIX - Volatility Comparison
Lord Abbett Bond Debenture Fund (LBNDX) has a higher volatility of 2.21% compared to Osterweis Strategic Income Fund (OSTIX) at 1.40%. This indicates that LBNDX's price experiences larger fluctuations and is considered to be riskier than OSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.