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LCRYX vs. BBTBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LCRYX and BBTBX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0
Correlation: -0.1

Performance

LCRYX vs. BBTBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Core Fixed Income Fund (LCRYX) and Bridge Builder Core Bond Fund (BBTBX). The values are adjusted to include any dividend payments, if applicable.

16.00%18.00%20.00%22.00%24.00%26.00%NovemberDecember2025FebruaryMarchApril
20.36%
24.89%
LCRYX
BBTBX

Key characteristics

Sharpe Ratio

LCRYX:

1.47

BBTBX:

1.32

Sortino Ratio

LCRYX:

2.19

BBTBX:

1.98

Omega Ratio

LCRYX:

1.26

BBTBX:

1.23

Calmar Ratio

LCRYX:

0.55

BBTBX:

0.54

Martin Ratio

LCRYX:

3.97

BBTBX:

3.53

Ulcer Index

LCRYX:

1.92%

BBTBX:

2.00%

Daily Std Dev

LCRYX:

5.18%

BBTBX:

5.34%

Max Drawdown

LCRYX:

-20.32%

BBTBX:

-19.45%

Current Drawdown

LCRYX:

-7.56%

BBTBX:

-6.32%

Returns By Period

In the year-to-date period, LCRYX achieves a 2.20% return, which is significantly higher than BBTBX's 1.95% return. Over the past 10 years, LCRYX has underperformed BBTBX with an annualized return of 1.20%, while BBTBX has yielded a comparatively higher 1.64% annualized return.


LCRYX

YTD

2.20%

1M

0.52%

6M

1.93%

1Y

7.63%

5Y*

-0.66%

10Y*

1.20%

BBTBX

YTD

1.95%

1M

0.22%

6M

1.57%

1Y

7.43%

5Y*

-0.38%

10Y*

1.64%

*Annualized

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LCRYX vs. BBTBX - Expense Ratio Comparison

LCRYX has a 0.34% expense ratio, which is higher than BBTBX's 0.13% expense ratio.


Expense ratio chart for LCRYX: current value is 0.34%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
LCRYX: 0.34%
Expense ratio chart for BBTBX: current value is 0.13%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BBTBX: 0.13%

Risk-Adjusted Performance

LCRYX vs. BBTBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCRYX
The Risk-Adjusted Performance Rank of LCRYX is 8181
Overall Rank
The Sharpe Ratio Rank of LCRYX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of LCRYX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of LCRYX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of LCRYX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of LCRYX is 8080
Martin Ratio Rank

BBTBX
The Risk-Adjusted Performance Rank of BBTBX is 7979
Overall Rank
The Sharpe Ratio Rank of BBTBX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BBTBX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BBTBX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BBTBX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of BBTBX is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LCRYX vs. BBTBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Fixed Income Fund (LCRYX) and Bridge Builder Core Bond Fund (BBTBX). 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 chart of Sharpe ratio for LCRYX, currently valued at 1.47, compared to the broader market-1.000.001.002.003.00
LCRYX: 1.47
BBTBX: 1.40
The chart of Sortino ratio for LCRYX, currently valued at 2.19, compared to the broader market-2.000.002.004.006.008.00
LCRYX: 2.19
BBTBX: 2.09
The chart of Omega ratio for LCRYX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.00
LCRYX: 1.26
BBTBX: 1.25
The chart of Calmar ratio for LCRYX, currently valued at 0.55, compared to the broader market0.002.004.006.008.0010.00
LCRYX: 0.55
BBTBX: 0.59
The chart of Martin ratio for LCRYX, currently valued at 3.97, compared to the broader market0.0010.0020.0030.0040.0050.00
LCRYX: 3.97
BBTBX: 3.71

The current LCRYX Sharpe Ratio is 1.47, which is comparable to the BBTBX Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of LCRYX and BBTBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00NovemberDecember2025FebruaryMarchApril
1.47
1.40
LCRYX
BBTBX

Dividends

LCRYX vs. BBTBX - Dividend Comparison

LCRYX's dividend yield for the trailing twelve months is around 4.71%, more than BBTBX's 3.86% yield.


TTM20242023202220212020201920182017201620152014
LCRYX
Lord Abbett Core Fixed Income Fund
4.71%4.76%4.55%3.66%1.60%2.16%2.74%3.28%2.48%2.56%2.73%2.55%
BBTBX
Bridge Builder Core Bond Fund
3.86%4.25%3.83%2.97%2.22%2.73%3.13%3.02%2.67%2.62%2.50%2.35%

Drawdowns

LCRYX vs. BBTBX - Drawdown Comparison

The maximum LCRYX drawdown since its inception was -20.32%, roughly equal to the maximum BBTBX drawdown of -19.45%. Use the drawdown chart below to compare losses from any high point for LCRYX and BBTBX. For additional features, visit the drawdowns tool.


-11.00%-10.00%-9.00%-8.00%-7.00%-6.00%-5.00%NovemberDecember2025FebruaryMarchApril
-7.56%
-6.32%
LCRYX
BBTBX

Volatility

LCRYX vs. BBTBX - Volatility Comparison

Lord Abbett Core Fixed Income Fund (LCRYX) and Bridge Builder Core Bond Fund (BBTBX) have volatilities of 2.15% and 2.09%, 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.


1.20%1.40%1.60%1.80%2.00%2.20%NovemberDecember2025FebruaryMarchApril
2.15%
2.09%
LCRYX
BBTBX