LDP vs. LBFFX
Compare and contrast key facts about Cohen and Steers Limited Duration Preferred and Income Fund (LDP) and Lord Abbett Convertible Fund Class F (LBFFX).
LDP is managed by Cohen and Steers. It was launched on May 1, 2012. LBFFX is managed by Lord Abbett.
Performance
LDP vs. LBFFX - Performance Comparison
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LDP vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LDP Cohen and Steers Limited Duration Preferred and Income Fund | -3.89% | 13.04% | 18.49% | 5.79% | -22.31% | 7.81% | 9.49% | 29.72% | -9.69% | 14.56% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, LDP achieves a -3.89% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, LDP has underperformed LBFFX with an annualized return of 6.62%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
LDP
- 1D
- 3.20%
- 1M
- -5.73%
- YTD
- -3.89%
- 6M
- -4.38%
- 1Y
- 5.74%
- 3Y*
- 12.47%
- 5Y*
- 2.65%
- 10Y*
- 6.62%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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LDP vs. LBFFX - Expense Ratio Comparison
LDP has a 0.01% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
LDP vs. LBFFX — Risk / Return Rank
LDP
LBFFX
LDP vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen and Steers Limited Duration Preferred and Income Fund (LDP) and Lord Abbett Convertible Fund Class F (LBFFX). 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.
| LDP | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 1.80 | -1.33 |
Sortino ratioReturn per unit of downside risk | 0.69 | 2.44 | -1.75 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.33 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 3.45 | -2.85 |
Martin ratioReturn relative to average drawdown | 2.22 | 12.36 | -10.14 |
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
| LDP | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.80 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.23 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.86 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.61 | -0.26 |
Correlation
The correlation between LDP and LBFFX is 0.33, 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
LDP vs. LBFFX - Dividend Comparison
LDP's dividend yield for the trailing twelve months is around 7.87%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDP Cohen and Steers Limited Duration Preferred and Income Fund | 7.87% | 7.43% | 7.78% | 8.66% | 8.52% | 7.99% | 6.74% | 7.14% | 8.58% | 7.56% | 7.67% | 8.31% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
LDP vs. LBFFX - Drawdown Comparison
The maximum LDP drawdown since its inception was -49.59%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for LDP and LBFFX.
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Drawdown Indicators
| LDP | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.59% | -41.13% | -8.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -7.07% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -30.86% | -1.26% |
Max Drawdown (10Y)Largest decline over 10 years | -49.59% | -33.61% | -15.98% |
Current DrawdownCurrent decline from peak | -6.48% | -7.07% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -10.40% | +3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 1.97% | +0.55% |
Volatility
LDP vs. LBFFX - Volatility Comparison
The current volatility for Cohen and Steers Limited Duration Preferred and Income Fund (LDP) is 5.49%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that LDP experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDP | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.98% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.13% | 12.02% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.03% | 14.39% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 12.86% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.08% | 13.50% | +6.58% |