LCFYX vs. VOO
Compare and contrast key facts about Lord Abbett Convertible Fund (LCFYX) and Vanguard S&P 500 ETF (VOO).
LCFYX is managed by Lord Abbett. It was launched on Jun 29, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
LCFYX vs. VOO - Performance Comparison
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LCFYX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCFYX Lord Abbett Convertible Fund | 3.98% | 22.27% | 13.91% | 7.25% | -23.24% | 1.34% | 64.36% | 24.25% | -5.76% | 16.78% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, LCFYX achieves a 3.98% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, LCFYX has underperformed VOO with an annualized return of 11.96%, while VOO has yielded a comparatively higher 14.14% annualized return.
LCFYX
- 1D
- 2.19%
- 1M
- -4.26%
- YTD
- 3.98%
- 6M
- 6.14%
- 1Y
- 28.37%
- 3Y*
- 14.99%
- 5Y*
- 3.28%
- 10Y*
- 11.96%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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LCFYX vs. VOO - Expense Ratio Comparison
LCFYX has a 0.86% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
LCFYX vs. VOO — Risk / Return Rank
LCFYX
VOO
LCFYX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund (LCFYX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.01 | +1.00 |
Sortino ratioReturn per unit of downside risk | 2.70 | 1.53 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.23 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 4.06 | 1.55 | +2.50 |
Martin ratioReturn relative to average drawdown | 14.40 | 7.31 | +7.09 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.01 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.71 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | 0.79 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.83 | -0.13 |
Correlation
The correlation between LCFYX and VOO is 0.82, 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
LCFYX vs. VOO - Dividend Comparison
LCFYX's dividend yield for the trailing twelve months is around 1.50%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCFYX Lord Abbett Convertible Fund | 1.50% | 1.88% | 2.31% | 2.06% | 2.73% | 18.40% | 16.22% | 8.76% | 4.99% | 2.54% | 3.72% | 3.48% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
LCFYX vs. VOO - Drawdown Comparison
The maximum LCFYX drawdown since its inception was -39.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LCFYX and VOO.
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Drawdown Indicators
| LCFYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.17% | -33.99% | -5.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -11.98% | +4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -30.74% | -24.52% | -6.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.42% | -33.99% | +0.57% |
Current DrawdownCurrent decline from peak | -5.03% | -5.55% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -8.46% | -3.72% | -4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.55% | -0.56% |
Volatility
LCFYX vs. VOO - Volatility Comparison
Lord Abbett Convertible Fund (LCFYX) has a higher volatility of 6.37% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that LCFYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCFYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.34% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 9.47% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.53% | 18.11% | -3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.87% | 16.82% | -3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 17.99% | -4.48% |