LMVYX vs. LALDX
LMVYX (Lord Abbett Focused Small Cap Value Fund) and LALDX (Lord Abbett Short Duration Income Fund) are both mutual funds - LMVYX is a Small Cap Value Equities fund managed by Lord Abbett, while LALDX is a Short-Term Bond fund managed by Lord Abbett. Over the past 10 years, LMVYX returned 9.35%/yr vs 2.42%/yr for LALDX. At a correlation of -0.03, they often move in opposite directions. LMVYX charges 0.97%/yr vs 0.58%/yr for LALDX.
Performance
LMVYX vs. LALDX - Performance Comparison
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Returns By Period
In the year-to-date period, LMVYX achieves a 16.63% return, which is significantly higher than LALDX's 0.70% return. Over the past 10 years, LMVYX has outperformed LALDX with an annualized return of 9.35%, while LALDX has yielded a comparatively lower 2.42% annualized return.
LMVYX
- 1D
- 1.75%
- 1M
- 4.21%
- YTD
- 16.63%
- 6M
- 14.61%
- 1Y
- 29.12%
- 3Y*
- 11.86%
- 5Y*
- 5.60%
- 10Y*
- 9.35%
LALDX
- 1D
- 0.00%
- 1M
- 0.40%
- YTD
- 0.70%
- 6M
- 1.10%
- 1Y
- 4.23%
- 3Y*
- 4.78%
- 5Y*
- 2.02%
- 10Y*
- 2.42%
LMVYX vs. LALDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMVYX Lord Abbett Focused Small Cap Value Fund | 16.63% | 0.23% | 10.43% | 13.83% | -15.05% | 27.60% | 8.57% | 20.63% | -9.57% | 7.73% |
LALDX Lord Abbett Short Duration Income Fund | 0.70% | 5.70% | 4.48% | 4.76% | -5.48% | 1.17% | 2.98% | 5.42% | 1.24% | 2.30% |
Correlation
The correlation between LMVYX and LALDX is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 1999 | -0.03 |
The correlation between LMVYX and LALDX shifts across timeframes, from -0.03 (all time) to 0.16 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
LMVYX vs. LALDX — Risk / Return Rank
LMVYX
LALDX
LMVYX vs. LALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Focused Small Cap Value Fund (LMVYX) and Lord Abbett Short Duration Income Fund (LALDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LMVYX | LALDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.52 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 3.30 | -0.80 |
| Martin ratioReturn relative to average drawdown | 7.59 | 13.68 | -6.09 |
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Drawdowns
LMVYX vs. LALDX - Drawdown Comparison
The maximum LMVYX drawdown since its inception was -59.70%, which is greater than LALDX's maximum drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for LMVYX and LALDX.
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Drawdown Indicators
| LMVYX | LALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.70% | -10.58% | -49.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -1.29% | -10.56% |
Max Drawdown (3Y)Largest decline over 3 years | -28.97% | -1.29% | -27.68% |
Max Drawdown (5Y)Largest decline over 5 years | -28.97% | -7.60% | -21.37% |
Max Drawdown (10Y)Largest decline over 10 years | -53.61% | -9.67% | -43.94% |
Current DrawdownCurrent decline from peak | 0.00% | -0.26% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -0.82% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 0.31% | +3.60% |
Volatility
LMVYX vs. LALDX - Volatility Comparison
Lord Abbett Focused Small Cap Value Fund (LMVYX) has a higher volatility of 5.51% compared to Lord Abbett Short Duration Income Fund (LALDX) at 0.85%. This indicates that LMVYX's price experiences larger fluctuations and is considered to be riskier than LALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMVYX | LALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 0.85% | +4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 1.96% | +10.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 2.47% | +15.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.13% | 2.71% | +19.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.35% | 2.61% | +22.74% |
LMVYX vs. LALDX - Expense Ratio Comparison
LMVYX has a 0.97% expense ratio, which is higher than LALDX's 0.58% expense ratio.
Dividends
LMVYX vs. LALDX - Dividend Comparison
LMVYX's dividend yield for the trailing twelve months is around 3.88%, less than LALDX's 4.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LALDX Lord Abbett Short Duration Income Fund | 4.96% | 5.01% | 4.11% | 4.09% | 2.42% | 2.37% | 2.88% | 3.59% | 3.88% | 3.71% | 3.95% | 3.95% |
LMVYX Lord Abbett Focused Small Cap Value Fund | 3.88% | 4.52% | 6.69% | 0.24% | 4.01% | 10.49% | 0.92% | 16.57% | 17.51% | 19.53% | 17.52% | 2.40% |
Frequently Asked Questions
LMVYX and LALDX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LMVYX has higher volatility (5.51%) compared to LALDX (0.85%). In terms of maximum drawdown, LMVYX dropped -59.70% vs LALDX's -10.58%.
LALDX currently has the higher Sharpe Ratio (1.72 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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