LBNDX vs. PIMIX
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and PIMCO Income Fund Institutional Class (PIMIX).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBNDX or PIMIX.
Performance
LBNDX vs. PIMIX - Performance Comparison
Returns By Period
In the year-to-date period, LBNDX achieves a 7.45% return, which is significantly higher than PIMIX's 4.85% return. Over the past 10 years, LBNDX has underperformed PIMIX with an annualized return of 3.57%, while PIMIX has yielded a comparatively higher 4.15% annualized return.
LBNDX
7.45%
0.89%
5.03%
11.74%
2.58%
3.57%
PIMIX
4.85%
0.14%
3.95%
9.46%
3.18%
4.15%
Key characteristics
| LBNDX | PIMIX | |
|---|---|---|
| Sharpe Ratio | 2.85 | 2.20 |
| Sortino Ratio | 4.46 | 3.33 |
| Omega Ratio | 1.62 | 1.43 |
| Calmar Ratio | 0.99 | 2.58 |
| Martin Ratio | 18.02 | 10.48 |
| Ulcer Index | 0.60% | 0.90% |
| Daily Std Dev | 3.77% | 4.31% |
| Max Drawdown | -26.23% | -13.39% |
| Current Drawdown | -1.73% | -1.71% |
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LBNDX vs. PIMIX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Correlation
The correlation between LBNDX and PIMIX is 0.53, 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.
Risk-Adjusted Performance
LBNDX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) and PIMCO Income Fund Institutional Class (PIMIX). 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. PIMIX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 5.73%, less than PIMIX's 6.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 5.73% | 5.12% | 5.06% | 3.81% | 3.71% | 4.01% | 4.78% | 4.24% | 4.64% | 4.72% | 6.95% | 5.33% |
PIMIX PIMCO Income Fund Institutional Class | 6.24% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
LBNDX vs. PIMIX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.23%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for LBNDX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
LBNDX vs. PIMIX - Volatility Comparison
Lord Abbett Bond Debenture Fund (LBNDX) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 0.97% and 1.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.