LLDYX vs. SWSBX
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LLDYX) and Schwab Short-Term Bond Index Fund (SWSBX).
LLDYX is managed by Lord Abbett. It was launched on Oct 19, 2004. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLDYX or SWSBX.
Correlation
The correlation between LLDYX and SWSBX is 0.04, 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. SWSBX - Performance Comparison
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Key characteristics
LLDYX:
1.96
SWSBX:
2.15
LLDYX:
3.35
SWSBX:
3.44
LLDYX:
1.61
SWSBX:
1.45
LLDYX:
5.28
SWSBX:
1.97
LLDYX:
16.46
SWSBX:
8.73
LLDYX:
0.33%
SWSBX:
0.66%
LLDYX:
2.76%
SWSBX:
2.77%
LLDYX:
-10.54%
SWSBX:
-8.96%
LLDYX:
-0.52%
SWSBX:
-0.93%
Returns By Period
In the year-to-date period, LLDYX achieves a 1.28% return, which is significantly lower than SWSBX's 1.99% return.
LLDYX
1.28%
0.52%
2.17%
5.44%
2.86%
2.46%
SWSBX
1.99%
0.45%
2.69%
5.91%
0.87%
N/A
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LLDYX vs. SWSBX - Expense Ratio Comparison
LLDYX has a 0.38% expense ratio, which is higher than SWSBX's 0.06% expense ratio.
Risk-Adjusted Performance
LLDYX vs. SWSBX — Risk-Adjusted Performance Rank
LLDYX
SWSBX
LLDYX vs. SWSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LLDYX) and Schwab Short-Term Bond Index Fund (SWSBX). 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. SWSBX - Dividend Comparison
LLDYX's dividend yield for the trailing twelve months is around 5.22%, more than SWSBX's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLDYX Lord Abbett Short Duration Income Fund | 5.22% | 5.18% | 4.71% | 3.42% | 2.52% | 3.04% | 3.80% | 4.15% | 3.88% | 4.14% | 4.15% | 4.02% |
SWSBX Schwab Short-Term Bond Index Fund | 4.05% | 3.98% | 3.16% | 1.49% | 0.90% | 1.56% | 2.40% | 2.12% | 0.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
LLDYX vs. SWSBX - Drawdown Comparison
The maximum LLDYX drawdown since its inception was -10.54%, which is greater than SWSBX's maximum drawdown of -8.96%. Use the drawdown chart below to compare losses from any high point for LLDYX and SWSBX. For additional features, visit the drawdowns tool.
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Volatility
LLDYX vs. SWSBX - Volatility Comparison
The current volatility for Lord Abbett Short Duration Income Fund (LLDYX) is 0.83%, while Schwab Short-Term Bond Index Fund (SWSBX) has a volatility of 0.89%. This indicates that LLDYX experiences smaller price fluctuations and is considered to be less risky than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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