LCFYX vs. BBCPX
Compare and contrast key facts about Lord Abbett Convertible Fund (LCFYX) and Bridge Builder Core Plus Bond Fund (BBCPX).
LCFYX is managed by Lord Abbett. It was launched on Jun 29, 2003. BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015.
Performance
LCFYX vs. BBCPX - Performance Comparison
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LCFYX vs. BBCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCFYX Lord Abbett Convertible Fund | 1.76% | 22.27% | 13.91% | 7.25% | -23.24% | 1.34% | 64.36% | 24.25% | -5.76% | 16.78% |
BBCPX Bridge Builder Core Plus Bond Fund | -1.29% | 8.97% | 2.28% | 6.58% | -13.24% | -0.29% | 9.27% | 9.31% | 0.34% | 4.20% |
Returns By Period
In the year-to-date period, LCFYX achieves a 1.76% return, which is significantly higher than BBCPX's -1.29% return. Over the past 10 years, LCFYX has outperformed BBCPX with an annualized return of 11.72%, while BBCPX has yielded a comparatively lower 2.32% annualized return.
LCFYX
- 1D
- -1.64%
- 1M
- -5.44%
- YTD
- 1.76%
- 6M
- 4.87%
- 1Y
- 26.25%
- 3Y*
- 14.16%
- 5Y*
- 3.09%
- 10Y*
- 11.72%
BBCPX
- 1D
- 0.57%
- 1M
- -2.86%
- YTD
- -1.29%
- 6M
- 0.25%
- 1Y
- 4.34%
- 3Y*
- 4.27%
- 5Y*
- 0.81%
- 10Y*
- 2.32%
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LCFYX vs. BBCPX - Expense Ratio Comparison
LCFYX has a 0.86% expense ratio, which is higher than BBCPX's 0.15% expense ratio.
Return for Risk
LCFYX vs. BBCPX — Risk / Return Rank
LCFYX
BBCPX
LCFYX vs. BBCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund (LCFYX) and Bridge Builder Core Plus Bond Fund (BBCPX). 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.
| LCFYX | BBCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 1.07 | +0.74 |
Sortino ratioReturn per unit of downside risk | 2.45 | 1.53 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.48 | 1.48 | +2.00 |
Martin ratioReturn relative to average drawdown | 12.50 | 4.95 | +7.55 |
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
| LCFYX | BBCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 1.07 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.14 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.48 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.51 | +0.19 |
Correlation
The correlation between LCFYX and BBCPX is 0.04, 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
LCFYX vs. BBCPX - Dividend Comparison
LCFYX's dividend yield for the trailing twelve months is around 1.53%, less than BBCPX's 4.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCFYX Lord Abbett Convertible Fund | 1.53% | 1.88% | 2.31% | 2.06% | 2.73% | 18.40% | 16.22% | 8.76% | 4.99% | 2.54% | 3.72% | 3.48% |
BBCPX Bridge Builder Core Plus Bond Fund | 4.06% | 4.79% | 4.93% | 4.12% | 2.96% | 2.39% | 4.70% | 5.00% | 3.47% | 2.71% | 0.64% | 0.00% |
Drawdowns
LCFYX vs. BBCPX - Drawdown Comparison
The maximum LCFYX drawdown since its inception was -39.17%, which is greater than BBCPX's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for LCFYX and BBCPX.
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Drawdown Indicators
| LCFYX | BBCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.17% | -18.25% | -20.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -3.41% | -3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -30.74% | -18.25% | -12.49% |
Max Drawdown (10Y)Largest decline over 10 years | -33.42% | -18.25% | -15.17% |
Current DrawdownCurrent decline from peak | -7.06% | -2.86% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -8.46% | -3.82% | -4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 1.02% | +0.94% |
Volatility
LCFYX vs. BBCPX - Volatility Comparison
Lord Abbett Convertible Fund (LCFYX) has a higher volatility of 5.99% compared to Bridge Builder Core Plus Bond Fund (BBCPX) at 1.79%. This indicates that LCFYX's price experiences larger fluctuations and is considered to be riskier than BBCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCFYX | BBCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 1.79% | +4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 2.91% | +9.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 4.76% | +9.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.85% | 5.95% | +6.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.49% | 4.86% | +8.63% |