LLDYX vs. LAMYX

Last updated Aug 4, 2026

LLDYX (Lord Abbett Short Duration Income Fund) and LAMYX (Lord Abbett Dividend Growth Fund) are both mutual funds - LLDYX is a Total Bond Market fund managed by Lord Abbett, while LAMYX is a Large Cap Blend Equities fund managed by Lord Abbett. Over the past 10 years, LLDYX returned 2.62%/yr vs 12.95%/yr for LAMYX. Their 0.04 correlation means their historical movements had little consistent relationship. LLDYX charges 0.38%/yr vs 0.66%/yr for LAMYX.

Performance

LLDYX vs. LAMYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Short Duration Income Fund (LLDYX) and Lord Abbett Dividend Growth Fund (LAMYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LLDYX achieves a 0.67% return, which is significantly lower than LAMYX's 8.24% return. Over the past 10 years, LLDYX has underperformed LAMYX with an annualized return of 2.62%, while LAMYX has yielded a comparatively higher 12.95% annualized return.

LLDYX

• 1D: -0.26%
• 1M: -0.52%
• 6M: 0.25%
• YTD: 0.67%
• 1Y: 2.85%
• 3Y*: 5.06%
• 5Y*: 2.27%
• 10Y*: 2.62%
• ALL TIME*: 2.93%

LAMYX

• 1D: 0.51%
• 1M: 0.48%
• 6M: 5.28%
• YTD: 8.24%
• 1Y: 17.44%
• 3Y*: 17.45%
• 5Y*: 11.27%
• 10Y*: 12.95%
• ALL TIME*: 9.97%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LAMYX Lord Abbett Dividend Growth Fund	$0.00	$0.00	$0.00
LLDYX Lord Abbett Short Duration Income Fund	$0.00	$0.00	$0.00

LLDYX vs. LAMYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LLDYX Lord Abbett Short Duration Income Fund	0.67%	6.19%	5.13%	5.41%	-5.35%	1.07%	3.17%	5.64%	1.47%	2.74%
LAMYX Lord Abbett Dividend Growth Fund	8.24%	16.44%	22.61%	16.66%	-13.29%	25.76%	15.80%	26.91%	-4.52%	19.42%

Correlation

The correlation between LLDYX and LAMYX is 0.22, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.22
Correlation (3Y) Balances recent behavior with more history.	0.12
Correlation (5Y) Shows whether the relationship held over a longer period.	0.12
Correlation (10Y) Provides a long-term view across more market conditions.	0.07
Correlation (All Time) Calculated using the full available price history since Oct 18, 2004	0.04

The correlation between LLDYX and LAMYX shifts across timeframes, from 0.04 (all time) to 0.22 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

LLDYX vs. LAMYX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LLDYX

LLDYX Risk / Return Rank: 74
LLDYX Sharpe Ratio Rank: 51
LLDYX Sortino Ratio Rank: 73
LLDYX Omega Ratio Rank: 91
LLDYX Calmar Ratio Rank: 78
LLDYX Martin Ratio Rank: 77

LAMYX

LAMYX Risk / Return Rank: 56
LAMYX Sharpe Ratio Rank: 54
LAMYX Sortino Ratio Rank: 53
LAMYX Omega Ratio Rank: 50
LAMYX Calmar Ratio Rank: 56
LAMYX Martin Ratio Rank: 69

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LLDYX vs. LAMYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LLDYX) and Lord Abbett Dividend Growth Fund (LAMYX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LLDYX	LAMYX	Difference
Sharpe ratio: Return per unit of total volatility	1.47	1.52	-0.05
Sortino ratio: Return per unit of downside risk	2.55	2.17	+0.38
Omega ratio: Gain probability vs. loss probability	1.50	1.27	+0.23
Calmar ratio: Return relative to maximum drawdown	2.64	2.15	+0.49
Martin ratio: Return relative to average drawdown	9.80	9.19	+0.61

LLDYX vs. LAMYX - Sharpe Ratio Comparison

The current LLDYX Sharpe Ratio is 1.47, which is comparable to the LAMYX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of LLDYX and LAMYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LLDYX vs. LAMYX - Drawdown Comparison

The maximum LLDYX drawdown since its inception was -10.54%, smaller than the maximum LAMYX drawdown of -40.55%. Use the drawdown chart below to compare losses from any high point for LLDYX and LAMYX.

Drawdown Indicators

	LLDYX	LAMYX	Difference
Max Drawdown Largest peak-to-trough decline	-10.54%	-40.55%	+30.01%
Max Drawdown (1Y) Largest decline over 1 year	-1.29%	-7.58%	+6.29%
Max Drawdown (3Y) Largest decline over 3 years	-1.29%	-16.50%	+15.21%
Max Drawdown (5Y) Largest decline over 5 years	-7.43%	-21.95%	+14.52%
Max Drawdown (10Y) Largest decline over 10 years	-9.67%	-33.47%	+23.80%
Current Drawdown Current decline from peak	-0.52%	-0.62%	+0.10%
Average Drawdown Average peak-to-trough decline	-1.19%	-5.70%	+4.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.35%	1.77%	-1.42%

Volatility

LLDYX vs. LAMYX - Volatility Comparison

The current volatility for Lord Abbett Short Duration Income Fund (LLDYX) is 0.60%, while Lord Abbett Dividend Growth Fund (LAMYX) has a volatility of 2.82%. This indicates that LLDYX experiences smaller price fluctuations and is considered to be less risky than LAMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LLDYX	LAMYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.60%	2.82%	-2.22%
Volatility (6M) Calculated over the trailing 6-month period	1.74%	8.27%	-6.53%
Volatility (1Y) Calculated over the trailing 1-year period	2.35%	10.75%	-8.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.76%	15.34%	-12.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.60%	16.92%	-14.32%

LLDYX vs. LAMYX - Expense Ratio Comparison

LLDYX has a 0.38% expense ratio, which is lower than LAMYX's 0.66% expense ratio.

Dividends

LLDYX vs. LAMYX - Dividend Comparison

LLDYX's dividend yield for the trailing twelve months is around 4.68%, more than LAMYX's 4.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LAMYX Lord Abbett Dividend Growth Fund	4.63%	5.21%	5.36%	1.57%	6.06%	8.03%	3.54%	6.06%	9.59%	8.18%	8.95%	9.68%
LLDYX Lord Abbett Short Duration Income Fund	4.68%	5.21%	4.73%	4.71%	2.58%	2.52%	3.06%	3.79%	4.11%	3.90%	4.15%	4.15%

Frequently Asked Questions

Can I hold both LLDYX and LAMYX in my portfolio?

LLDYX and LAMYX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LLDYX or LAMYX?

LAMYX has higher volatility (2.82%) compared to LLDYX (0.60%). In terms of maximum drawdown, LLDYX dropped -10.54% vs LAMYX's -40.55%.

Which has better risk-adjusted returns?

LAMYX currently has the higher Sharpe Ratio (1.52 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.