LCRYX vs. BBTBX
Compare and contrast key facts about Lord Abbett Core Fixed Income Fund (LCRYX) and Bridge Builder Core Bond Fund (BBTBX).
LCRYX is managed by Lord Abbett. It was launched on Mar 16, 1998. BBTBX is managed by Bridge Builder. It was launched on Oct 28, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCRYX or BBTBX.
Correlation
The correlation between LCRYX and BBTBX is 0.95, 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.
Performance
LCRYX vs. BBTBX - Performance Comparison
Key characteristics
LCRYX:
1.01
BBTBX:
0.87
LCRYX:
1.49
BBTBX:
1.29
LCRYX:
1.18
BBTBX:
1.15
LCRYX:
0.35
BBTBX:
0.35
LCRYX:
2.58
BBTBX:
2.26
LCRYX:
1.96%
BBTBX:
2.02%
LCRYX:
4.99%
BBTBX:
5.25%
LCRYX:
-20.32%
BBTBX:
-19.45%
LCRYX:
-8.90%
BBTBX:
-7.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with LCRYX having a 0.72% return and BBTBX slightly lower at 0.70%. Over the past 10 years, LCRYX has underperformed BBTBX with an annualized return of 1.14%, while BBTBX has yielded a comparatively higher 1.60% annualized return.
LCRYX
0.72%
0.95%
-0.91%
4.83%
-0.85%
1.14%
BBTBX
0.70%
0.93%
-1.06%
4.79%
-0.45%
1.60%
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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.
Risk-Adjusted Performance
LCRYX vs. BBTBX — Risk-Adjusted Performance Rank
LCRYX
BBTBX
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.
Dividends
LCRYX vs. BBTBX - Dividend Comparison
LCRYX's dividend yield for the trailing twelve months is around 4.73%, more than BBTBX's 4.25% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LCRYX Lord Abbett Core Fixed Income Fund | 4.73% | 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 | 4.25% | 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.
Volatility
LCRYX vs. BBTBX - Volatility Comparison
The current volatility for Lord Abbett Core Fixed Income Fund (LCRYX) is 1.35%, while Bridge Builder Core Bond Fund (BBTBX) has a volatility of 1.43%. This indicates that LCRYX experiences smaller price fluctuations and is considered to be less risky than BBTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.