LSYAX vs. EQTIX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Shelton Equity Income Fund (EQTIX).
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. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Performance
LSYAX vs. EQTIX - Performance Comparison
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LSYAX vs. EQTIX - 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% |
EQTIX Shelton Equity Income Fund | -5.55% | 8.84% | 17.18% | 17.17% | -10.28% | 23.76% | 22.63% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.81% return, which is significantly higher than EQTIX's -5.55% return.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
EQTIX
- 1D
- -0.18%
- 1M
- -5.87%
- YTD
- -5.55%
- 6M
- -3.69%
- 1Y
- 7.87%
- 3Y*
- 10.58%
- 5Y*
- 7.62%
- 10Y*
- 8.25%
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LSYAX vs. EQTIX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than EQTIX's 0.72% expense ratio.
Return for Risk
LSYAX vs. EQTIX — Risk / Return Rank
LSYAX
EQTIX
LSYAX vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYAX) and Shelton Equity Income Fund (EQTIX). 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 | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.47 | +0.90 |
Sortino ratioReturn per unit of downside risk | 1.89 | 0.77 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.50 | +0.83 |
Martin ratioReturn relative to average drawdown | 5.48 | 2.43 | +3.05 |
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 | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.47 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.58 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 0.44 | +0.97 |
Correlation
The correlation between LSYAX and EQTIX is 0.50, 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
LSYAX vs. EQTIX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, more than EQTIX's 7.23% 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% |
EQTIX Shelton Equity Income Fund | 7.23% | 7.62% | 9.51% | 9.25% | 9.83% | 11.98% | 24.62% | 4.89% | 23.96% | 14.65% | 16.02% | 3.33% |
Drawdowns
LSYAX vs. EQTIX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, smaller than the maximum EQTIX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for LSYAX and EQTIX.
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Drawdown Indicators
| LSYAX | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -53.77% | +42.98% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -10.43% | +6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -19.03% | +8.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.85% | — |
Current DrawdownCurrent decline from peak | -2.84% | -7.10% | +4.26% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -7.21% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 2.14% | -1.14% |
Volatility
LSYAX vs. EQTIX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYAX) is 1.29%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.45%. This indicates that LSYAX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 3.45% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 7.52% | -5.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 14.74% | -10.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 13.12% | -8.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 14.31% | -10.13% |