LHYAX vs. LADYX
Compare and contrast key facts about Lord Abbett High Yield Fund (LHYAX) and Lord Abbett Developing Growth Fund Class I (LADYX).
LHYAX is managed by Lord Abbett. It was launched on Dec 31, 1998. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
LHYAX vs. LADYX - Performance Comparison
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LHYAX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LHYAX Lord Abbett High Yield Fund | -1.34% | 7.44% | 7.25% | 9.84% | -14.97% | 6.16% | 4.56% | 15.11% | -5.10% | 8.53% |
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Returns By Period
In the year-to-date period, LHYAX achieves a -1.34% return, which is significantly lower than LADYX's -0.44% return. Over the past 10 years, LHYAX has underperformed LADYX with an annualized return of 4.71%, while LADYX has yielded a comparatively higher 12.28% annualized return.
LHYAX
- 1D
- 0.65%
- 1M
- -2.05%
- YTD
- -1.34%
- 6M
- -0.00%
- 1Y
- 5.50%
- 3Y*
- 6.74%
- 5Y*
- 2.05%
- 10Y*
- 4.71%
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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LHYAX vs. LADYX - Expense Ratio Comparison
LHYAX has a 0.88% expense ratio, which is higher than LADYX's 0.67% expense ratio.
Return for Risk
LHYAX vs. LADYX — Risk / Return Rank
LHYAX
LADYX
LHYAX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett High Yield Fund (LHYAX) and Lord Abbett Developing Growth Fund Class I (LADYX). 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.
| LHYAX | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.36 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.91 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.53 | -0.96 |
Martin ratioReturn relative to average drawdown | 6.06 | 9.13 | -3.07 |
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
| LHYAX | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.36 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | -0.07 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.46 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.35 | +0.79 |
Correlation
The correlation between LHYAX and LADYX is 0.37, 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
LHYAX vs. LADYX - Dividend Comparison
LHYAX's dividend yield for the trailing twelve months is around 6.76%, while LADYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LHYAX Lord Abbett High Yield Fund | 6.76% | 7.13% | 6.02% | 5.84% | 4.60% | 4.91% | 5.15% | 5.47% | 6.29% | 5.65% | 5.85% | 6.08% |
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
Drawdowns
LHYAX vs. LADYX - Drawdown Comparison
The maximum LHYAX drawdown since its inception was -31.68%, smaller than the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for LHYAX and LADYX.
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Drawdown Indicators
| LHYAX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.68% | -60.18% | +28.50% |
Max Drawdown (1Y)Largest decline over 1 year | -3.80% | -14.67% | +10.87% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -50.98% | +32.31% |
Max Drawdown (10Y)Largest decline over 10 years | -24.23% | -54.05% | +29.82% |
Current DrawdownCurrent decline from peak | -2.39% | -20.61% | +18.22% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -20.22% | +17.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 4.07% | -3.08% |
Volatility
LHYAX vs. LADYX - Volatility Comparison
The current volatility for Lord Abbett High Yield Fund (LHYAX) is 1.61%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that LHYAX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LHYAX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 12.64% | -11.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 20.98% | -18.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.25% | 28.61% | -24.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.04% | 27.53% | -22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.72% | 27.00% | -21.28% |