LCRYX vs. PCGTX
Compare and contrast key facts about Lord Abbett Core Fixed Income Fund (LCRYX) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX).
LCRYX is managed by Lord Abbett. It was launched on Mar 16, 1998. PCGTX is managed by UBS. It was launched on Aug 24, 1995.
Performance
LCRYX vs. PCGTX - Performance Comparison
Loading graphics...
LCRYX vs. PCGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCRYX Lord Abbett Core Fixed Income Fund | -0.64% | 7.36% | 1.33% | 5.55% | -14.16% | -0.69% | 8.21% | 8.10% | -0.28% | 3.46% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 2.45% | 7.84% | 0.98% | 5.12% | -13.48% | -0.61% | 5.75% | 6.55% | 0.17% | 2.83% |
Returns By Period
In the year-to-date period, LCRYX achieves a -0.64% return, which is significantly lower than PCGTX's 2.45% return. Both investments have delivered pretty close results over the past 10 years, with LCRYX having a 1.64% annualized return and PCGTX not far behind at 1.61%.
LCRYX
- 1D
- 0.44%
- 1M
- -2.54%
- YTD
- -0.64%
- 6M
- 0.41%
- 1Y
- 3.82%
- 3Y*
- 3.42%
- 5Y*
- -0.03%
- 10Y*
- 1.64%
PCGTX
- 1D
- 0.76%
- 1M
- -1.85%
- YTD
- 2.45%
- 6M
- 4.22%
- 1Y
- 7.91%
- 3Y*
- 4.61%
- 5Y*
- 0.31%
- 10Y*
- 1.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LCRYX vs. PCGTX - Expense Ratio Comparison
LCRYX has a 0.34% expense ratio, which is lower than PCGTX's 0.73% expense ratio.
Return for Risk
LCRYX vs. PCGTX — Risk / Return Rank
LCRYX
PCGTX
LCRYX vs. PCGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Fixed Income Fund (LCRYX) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX). 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.
| LCRYX | PCGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.39 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.24 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.45 | -0.79 |
Martin ratioReturn relative to average drawdown | 4.89 | 7.00 | -2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LCRYX | PCGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.39 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.04 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.30 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.97 | -0.23 |
Correlation
The correlation between LCRYX and PCGTX 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
LCRYX vs. PCGTX - Dividend Comparison
LCRYX's dividend yield for the trailing twelve months is around 4.33%, less than PCGTX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCRYX Lord Abbett Core Fixed Income Fund | 4.33% | 4.68% | 3.96% | 4.16% | 2.43% | 1.91% | 5.45% | 2.73% | 3.27% | 2.48% | 2.56% | 2.93% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 4.44% | 3.78% | 5.36% | 5.02% | 3.67% | 2.87% | 3.23% | 3.53% | 3.34% | 2.96% | 2.71% | 2.21% |
Drawdowns
LCRYX vs. PCGTX - Drawdown Comparison
The maximum LCRYX drawdown since its inception was -18.82%, roughly equal to the maximum PCGTX drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for LCRYX and PCGTX.
Loading graphics...
Drawdown Indicators
| LCRYX | PCGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.82% | -19.34% | +0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.96% | -3.10% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -18.82% | -19.20% | +0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -18.82% | -19.34% | +0.52% |
Current DrawdownCurrent decline from peak | -3.23% | -1.85% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -1.86% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 1.09% | -0.08% |
Volatility
LCRYX vs. PCGTX - Volatility Comparison
The current volatility for Lord Abbett Core Fixed Income Fund (LCRYX) is 1.58%, while PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) has a volatility of 2.13%. This indicates that LCRYX experiences smaller price fluctuations and is considered to be less risky than PCGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LCRYX | PCGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 2.13% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 4.13% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 6.23% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.72% | 7.10% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.77% | 5.35% | -0.58% |