LLDYX vs. PSHYX
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LLDYX) and Pioneer Short Term Income Fund (PSHYX).
LLDYX is managed by Lord Abbett. It was launched on Oct 19, 2004. PSHYX is managed by Amundi US. It was launched on Jul 8, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLDYX or PSHYX.
Correlation
The correlation between LLDYX and PSHYX is 0.00, 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.
Performance
LLDYX vs. PSHYX - Performance Comparison
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Key characteristics
LLDYX:
2.17
PSHYX:
2.76
LLDYX:
3.79
PSHYX:
5.24
LLDYX:
1.69
PSHYX:
1.74
LLDYX:
5.98
PSHYX:
7.11
LLDYX:
18.58
PSHYX:
19.83
LLDYX:
0.33%
PSHYX:
0.32%
LLDYX:
2.84%
PSHYX:
2.35%
LLDYX:
-10.54%
PSHYX:
-12.98%
LLDYX:
-0.26%
PSHYX:
-0.34%
Returns By Period
In the year-to-date period, LLDYX achieves a 1.99% return, which is significantly higher than PSHYX's 1.88% return. Both investments have delivered pretty close results over the past 10 years, with LLDYX having a 2.55% annualized return and PSHYX not far ahead at 2.62%.
LLDYX
1.99%
0.70%
2.89%
6.18%
3.00%
2.55%
PSHYX
1.88%
0.43%
2.96%
6.47%
4.55%
2.62%
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LLDYX vs. PSHYX - Expense Ratio Comparison
LLDYX has a 0.38% expense ratio, which is lower than PSHYX's 0.46% expense ratio.
Risk-Adjusted Performance
LLDYX vs. PSHYX — Risk-Adjusted Performance Rank
LLDYX
PSHYX
LLDYX vs. PSHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LLDYX) and Pioneer Short Term Income Fund (PSHYX). 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.
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Dividends
LLDYX vs. PSHYX - Dividend Comparison
LLDYX's dividend yield for the trailing twelve months is around 5.20%, less than PSHYX's 5.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLDYX Lord Abbett Short Duration Income Fund | 5.20% | 5.18% | 4.71% | 3.42% | 2.52% | 3.04% | 3.80% | 4.15% | 3.88% | 4.14% | 4.15% | 4.02% |
PSHYX Pioneer Short Term Income Fund | 5.46% | 5.63% | 5.49% | 3.46% | 2.50% | 2.79% | 3.36% | 2.73% | 2.27% | 2.09% | 1.87% | 1.92% |
Drawdowns
LLDYX vs. PSHYX - Drawdown Comparison
The maximum LLDYX drawdown since its inception was -10.54%, smaller than the maximum PSHYX drawdown of -12.98%. Use the drawdown chart below to compare losses from any high point for LLDYX and PSHYX. For additional features, visit the drawdowns tool.
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Volatility
LLDYX vs. PSHYX - Volatility Comparison
Lord Abbett Short Duration Income Fund (LLDYX) has a higher volatility of 1.05% compared to Pioneer Short Term Income Fund (PSHYX) at 0.69%. This indicates that LLDYX's price experiences larger fluctuations and is considered to be riskier than PSHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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