LMGAX vs. LSYIX
Compare and contrast key facts about Lord Abbett Growth Opportunities Fund (LMGAX) and Lord Abbett Short Duration High Yield Fund (LSYIX).
LMGAX is managed by Lord Abbett. It was launched on Aug 1, 1995. LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020.
Performance
LMGAX vs. LSYIX - Performance Comparison
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LMGAX vs. LSYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | -3.19% | 13.38% | 30.74% | 10.80% | -32.59% | 6.76% | 57.94% |
LSYIX Lord Abbett Short Duration High Yield Fund | -1.17% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
Returns By Period
In the year-to-date period, LMGAX achieves a -3.19% return, which is significantly lower than LSYIX's -1.17% return.
LMGAX
- 1D
- 5.09%
- 1M
- -5.28%
- YTD
- -3.19%
- 6M
- -9.39%
- 1Y
- 26.08%
- 3Y*
- 14.19%
- 5Y*
- 2.66%
- 10Y*
- 10.32%
LSYIX
- 1D
- 0.53%
- 1M
- -1.95%
- YTD
- -1.17%
- 6M
- -0.02%
- 1Y
- 6.03%
- 3Y*
- 7.64%
- 5Y*
- 4.21%
- 10Y*
- —
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LMGAX vs. LSYIX - Expense Ratio Comparison
LMGAX has a 1.06% expense ratio, which is higher than LSYIX's 0.45% expense ratio.
Return for Risk
LMGAX vs. LSYIX — Risk / Return Rank
LMGAX
LSYIX
LMGAX vs. LSYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Opportunities Fund (LMGAX) 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.
| LMGAX | LSYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.45 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.46 | 2.00 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.36 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.62 | +0.04 |
Martin ratioReturn relative to average drawdown | 4.73 | 6.66 | -1.92 |
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
| LMGAX | LSYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.45 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 1.00 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.46 | -1.02 |
Correlation
The correlation between LMGAX and LSYIX is 0.49, 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
LMGAX vs. LSYIX - Dividend Comparison
LMGAX's dividend yield for the trailing twelve months is around 7.84%, more than LSYIX's 7.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | 7.84% | 7.59% | 0.00% | 0.00% | 0.00% | 18.94% | 15.52% | 5.62% | 6.14% | 9.04% | 3.22% | 13.75% |
LSYIX Lord Abbett Short Duration High Yield Fund | 7.57% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LMGAX vs. LSYIX - Drawdown Comparison
The maximum LMGAX drawdown since its inception was -49.96%, which is greater than LSYIX's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for LMGAX and LSYIX.
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Drawdown Indicators
| LMGAX | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.96% | -10.79% | -39.17% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -4.12% | -11.87% |
Max Drawdown (5Y)Largest decline over 5 years | -42.72% | -10.79% | -31.93% |
Max Drawdown (10Y)Largest decline over 10 years | -42.72% | — | — |
Current DrawdownCurrent decline from peak | -11.72% | -2.22% | -9.50% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -1.90% | -10.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.61% | 1.00% | +4.61% |
Volatility
LMGAX vs. LSYIX - Volatility Comparison
Lord Abbett Growth Opportunities Fund (LMGAX) has a higher volatility of 10.69% compared to Lord Abbett Short Duration High Yield Fund (LSYIX) at 1.46%. This indicates that LMGAX's price experiences larger fluctuations and is considered to be riskier 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
| LMGAX | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 1.46% | +9.23% |
Volatility (6M)Calculated over the trailing 6-month period | 18.59% | 2.45% | +16.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.65% | 4.29% | +24.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.75% | 4.24% | +21.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 4.21% | +19.33% |