LSCIX vs. STBFX

Last updated Aug 1, 2026

LSCIX (Lord Abbett Short Duration Core Bond Fund) and STBFX (Sextant Short Term Bond Fund) are both Short-Term Bond funds. Their 0.56 correlation means they have sometimes moved together and sometimes differently. LSCIX charges 0.40%/yr vs 0.60%/yr for STBFX.

Performance

LSCIX vs. STBFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Short Duration Core Bond Fund (LSCIX) and Sextant Short Term Bond Fund (STBFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LSCIX

• 1D: 0.00%
• 1M: -0.33%
• 6M: 0.22%
• YTD: 0.60%
• 1Y: 2.69%
• 3Y*: 4.68%
• 5Y*: 2.20%
• 10Y*: —
• ALL TIME*: 2.27%

STBFX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LSCIX Lord Abbett Short Duration Core Bond Fund	$0.00	$0.00	$0.00

LSCIX vs. STBFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LSCIX Lord Abbett Short Duration Core Bond Fund	0.60%	5.73%	4.84%	4.78%	-4.20%	0.17%	2.76%	4.99%	1.62%	0.15%
STBFX Sextant Short Term Bond Fund	0.28%	4.92%	3.87%	3.79%	-4.16%	-1.09%	3.42%	4.03%	1.09%	-0.04%

Correlation

The correlation between LSCIX and STBFX is 0.32, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.32
Correlation (3Y) Balances recent behavior with more history.	0.50
Correlation (5Y) Shows whether the relationship held over a longer period.	0.62
Correlation (All Time) Calculated using the full available price history since Apr 24, 2017	0.57

Over the past year, the correlation between LSCIX and STBFX has dropped to 0.32 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

Return for Risk

LSCIX vs. STBFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LSCIX

LSCIX Risk / Return Rank: 80
LSCIX Sharpe Ratio Rank: 73
LSCIX Sortino Ratio Rank: 88
LSCIX Omega Ratio Rank: 85
LSCIX Calmar Ratio Rank: 78
LSCIX Martin Ratio Rank: 78

STBFX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LSCIX vs. STBFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Core Bond Fund (LSCIX) and Sextant Short Term Bond Fund (STBFX). 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.

	LSCIX	STBFX	Difference
Sharpe ratio: Return per unit of total volatility	1.71	—	—
Sortino ratio: Return per unit of downside risk	3.25	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	2.54	—	—
Martin ratio: Return relative to average drawdown	9.52	—	—

Drawdowns

Drawdown Indicators

	LSCIX	STBFX	Difference
Max Drawdown Largest peak-to-trough decline	-7.31%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-1.40%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-1.40%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-6.51%	—	—
Current Drawdown Current decline from peak	-0.33%	—	—
Average Drawdown Average peak-to-trough decline	-0.95%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.37%	—	—

Volatility

Volatility by Period

	LSCIX	STBFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.40%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.08%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.29%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.11%	—	—

LSCIX vs. STBFX - Expense Ratio Comparison

LSCIX has a 0.40% expense ratio, which is lower than STBFX's 0.60% expense ratio.

Dividends

LSCIX vs. STBFX - Dividend Comparison

LSCIX's dividend yield for the trailing twelve months is around 4.22%, more than STBFX's 2.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LSCIX Lord Abbett Short Duration Core Bond Fund	4.22%	4.68%	4.61%	4.08%	2.32%	1.92%	2.49%	3.22%	3.35%	1.16%	0.00%	0.00%
STBFX Sextant Short Term Bond Fund	2.06%	3.17%	2.77%	1.84%	1.04%	1.07%	1.60%	1.75%	1.47%	1.30%	1.06%	1.07%

Frequently Asked Questions

Can I hold both LSCIX and STBFX in my portfolio?

LSCIX and STBFX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.