LBNDX vs. PTY

In the year-to-date period, LBNDX achieves a -0.30% return, which is significantly higher than PTY's -0.72% return. Over the past 10 years, LBNDX has underperformed PTY with an annualized return of 3.20%, while PTY has yielded a comparatively higher 9.43% annualized return.

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LBNDX has a 0.77% expense ratio, which is lower than PTY's 1.19% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) and PIMCO Corporate & Income Opportunity Fund (PTY). 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.

The current LBNDX Sharpe Ratio is 1.04, which is higher than the PTY Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of LBNDX and PTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LBNDX's dividend yield for the trailing twelve months is around 5.59%, less than PTY's 10.34% yield.

The maximum LBNDX drawdown since its inception was -26.23%, smaller than the maximum PTY drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for LBNDX and PTY. For additional features, visit the drawdowns tool.