LSYAX vs. APDFX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Artisan High Income Fund Advisor Class (APDFX).
LSYAX is a passively managed fund by Lord Abbett that tracks the performance of the ICE BofA HY U.S. Corp, Cash Pay, BB-B 1-5 YR USD Index. It was launched on May 1, 2020. APDFX is an actively managed fund by Artisan. It was launched on Mar 19, 2014.
Performance
LSYAX vs. APDFX - Performance Comparison
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LSYAX vs. APDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LSYAX Lord Abbett Short Duration High Yield Fund | -1.81% | 7.50% | 8.46% | 10.60% | -7.21% | 4.50% | 14.22% |
APDFX Artisan High Income Fund Advisor Class | -1.96% | 8.32% | 8.46% | 15.98% | -10.57% | 3.99% | 22.62% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.81% return, which is significantly higher than APDFX's -1.96% return.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
APDFX
- 1D
- 0.11%
- 1M
- -2.09%
- YTD
- -1.96%
- 6M
- -0.88%
- 1Y
- 5.03%
- 3Y*
- 8.40%
- 5Y*
- 3.97%
- 10Y*
- 6.69%
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LSYAX vs. APDFX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than APDFX's 0.80% expense ratio.
Return for Risk
LSYAX vs. APDFX — Risk / Return Rank
LSYAX
APDFX
LSYAX vs. APDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYAX) and Artisan High Income Fund Advisor Class (APDFX). 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.
| LSYAX | APDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.64 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.45 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.40 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.82 | -0.49 |
Martin ratioReturn relative to average drawdown | 5.48 | 7.01 | -1.53 |
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
| LSYAX | APDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.64 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.82 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 1.10 | +0.31 |
Correlation
The correlation between LSYAX and APDFX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LSYAX vs. APDFX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, more than APDFX's 6.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYAX Lord Abbett Short Duration High Yield Fund | 7.42% | 7.91% | 8.01% | 6.38% | 4.86% | 5.77% | 4.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APDFX Artisan High Income Fund Advisor Class | 6.53% | 6.86% | 7.27% | 7.39% | 6.34% | 5.41% | 5.42% | 6.94% | 7.17% | 8.01% | 6.70% | 7.48% |
Drawdowns
LSYAX vs. APDFX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, smaller than the maximum APDFX drawdown of -21.52%. Use the drawdown chart below to compare losses from any high point for LSYAX and APDFX.
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Drawdown Indicators
| LSYAX | APDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -21.52% | +10.73% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -2.76% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -14.64% | +3.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.52% | — |
Current DrawdownCurrent decline from peak | -2.84% | -2.64% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -2.16% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.72% | +0.28% |
Volatility
LSYAX vs. APDFX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYAX) has a higher volatility of 1.29% compared to Artisan High Income Fund Advisor Class (APDFX) at 1.07%. This indicates that LSYAX's price experiences larger fluctuations and is considered to be riskier than APDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | APDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 1.07% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 1.99% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 3.38% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 4.91% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 5.24% | -1.06% |