LLDYX vs. LSYIX
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LLDYX) and Lord Abbett Short Duration High Yield Fund (LSYIX).
LLDYX is managed by Lord Abbett. It was launched on Oct 19, 2004. LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020.
Performance
LLDYX vs. LSYIX - Performance Comparison
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LLDYX vs. LSYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LLDYX Lord Abbett Short Duration Income Fund | -0.47% | 6.19% | 5.59% | 5.41% | -5.35% | 1.07% | 6.86% |
LSYIX Lord Abbett Short Duration High Yield Fund | -1.69% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
Returns By Period
In the year-to-date period, LLDYX achieves a -0.47% return, which is significantly higher than LSYIX's -1.69% return.
LLDYX
- 1D
- 0.00%
- 1M
- -1.29%
- YTD
- -0.47%
- 6M
- 0.80%
- 1Y
- 4.07%
- 3Y*
- 5.00%
- 5Y*
- 2.30%
- 10Y*
- 2.78%
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
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LLDYX vs. LSYIX - Expense Ratio Comparison
LLDYX has a 0.38% expense ratio, which is lower than LSYIX's 0.45% expense ratio.
Return for Risk
LLDYX vs. LSYIX — Risk / Return Rank
LLDYX
LSYIX
LLDYX vs. LSYIX - 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 Short Duration High Yield Fund (LSYIX). 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.
| LLDYX | LSYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 1.44 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.89 | 1.99 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.35 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.52 | 1.41 | +2.12 |
Martin ratioReturn relative to average drawdown | 13.37 | 5.83 | +7.54 |
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
| LLDYX | LSYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.44 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.98 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 1.44 | -0.35 |
Correlation
The correlation between LLDYX and LSYIX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LLDYX vs. LSYIX - Dividend Comparison
LLDYX's dividend yield for the trailing twelve months is around 4.81%, less than LSYIX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLDYX Lord Abbett Short Duration Income Fund | 4.81% | 5.21% | 5.16% | 4.71% | 2.58% | 2.52% | 3.06% | 3.79% | 4.11% | 3.90% | 4.15% | 4.15% |
LSYIX Lord Abbett Short Duration High Yield Fund | 7.61% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LLDYX vs. LSYIX - Drawdown Comparison
The maximum LLDYX drawdown since its inception was -10.54%, roughly equal to the maximum LSYIX drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for LLDYX and LSYIX.
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Drawdown Indicators
| LLDYX | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.54% | -10.79% | +0.25% |
Max Drawdown (1Y)Largest decline over 1 year | -1.29% | -4.12% | +2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -7.43% | -10.79% | +3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -9.67% | — | — |
Current DrawdownCurrent decline from peak | -1.29% | -2.73% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -1.21% | -1.90% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.99% | -0.65% |
Volatility
LLDYX vs. LSYIX - Volatility Comparison
The current volatility for Lord Abbett Short Duration Income Fund (LLDYX) is 0.74%, while Lord Abbett Short Duration High Yield Fund (LSYIX) has a volatility of 1.31%. This indicates that LLDYX experiences smaller price fluctuations and is considered to be less risky than LSYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLDYX | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 1.31% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.53% | 2.40% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.64% | 4.27% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 4.24% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.58% | 4.21% | -1.63% |