LLDYX vs. VFSTX
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LLDYX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX).
LLDYX is managed by Lord Abbett. It was launched on Oct 19, 2004. VFSTX is managed by Vanguard. It was launched on Oct 29, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLDYX or VFSTX.
Correlation
The correlation between LLDYX and VFSTX is 0.53, 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.
Performance
LLDYX vs. VFSTX - Performance Comparison
Key characteristics
LLDYX:
2.31
VFSTX:
2.56
LLDYX:
4.06
VFSTX:
4.10
LLDYX:
1.78
VFSTX:
1.54
LLDYX:
7.78
VFSTX:
3.51
LLDYX:
19.79
VFSTX:
12.22
LLDYX:
0.30%
VFSTX:
0.55%
LLDYX:
2.61%
VFSTX:
2.62%
LLDYX:
-10.54%
VFSTX:
-9.68%
LLDYX:
-0.00%
VFSTX:
0.00%
Returns By Period
In the year-to-date period, LLDYX achieves a 0.94% return, which is significantly lower than VFSTX's 1.14% return. Over the past 10 years, LLDYX has outperformed VFSTX with an annualized return of 2.49%, while VFSTX has yielded a comparatively lower 2.18% annualized return.
LLDYX
0.94%
0.26%
2.64%
5.99%
1.98%
2.49%
VFSTX
1.14%
0.58%
1.79%
6.04%
1.64%
2.18%
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LLDYX vs. VFSTX - Expense Ratio Comparison
LLDYX has a 0.38% expense ratio, which is higher than VFSTX's 0.20% expense ratio.
Risk-Adjusted Performance
LLDYX vs. VFSTX — Risk-Adjusted Performance Rank
LLDYX
VFSTX
LLDYX vs. VFSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LLDYX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX). 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.
Dividends
LLDYX vs. VFSTX - Dividend Comparison
LLDYX's dividend yield for the trailing twelve months is around 4.74%, more than VFSTX's 3.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLDYX Lord Abbett Short Duration Income Fund | 4.74% | 5.18% | 4.71% | 3.42% | 2.52% | 3.04% | 3.80% | 4.15% | 3.88% | 4.14% | 4.15% | 4.02% |
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.78% | 4.05% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% |
Drawdowns
LLDYX vs. VFSTX - Drawdown Comparison
The maximum LLDYX drawdown since its inception was -10.54%, which is greater than VFSTX's maximum drawdown of -9.68%. Use the drawdown chart below to compare losses from any high point for LLDYX and VFSTX. For additional features, visit the drawdowns tool.
Volatility
LLDYX vs. VFSTX - Volatility Comparison
Lord Abbett Short Duration Income Fund (LLDYX) has a higher volatility of 0.89% compared to Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) at 0.64%. This indicates that LLDYX's price experiences larger fluctuations and is considered to be riskier than VFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.