LSYAX vs. FOCIX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Fairholme Focused Income Fund (FOCIX).
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. FOCIX is managed by Fairholme. It was launched on Dec 31, 2009.
Performance
LSYAX vs. FOCIX - Performance Comparison
Loading graphics...
LSYAX vs. FOCIX - 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% |
FOCIX Fairholme Focused Income Fund | 6.93% | 6.17% | 14.67% | 12.58% | 6.00% | 6.73% | 10.09% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.81% return, which is significantly lower than FOCIX's 6.93% return.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
FOCIX
- 1D
- 0.19%
- 1M
- 1.18%
- YTD
- 6.93%
- 6M
- 6.35%
- 1Y
- 9.02%
- 3Y*
- 11.77%
- 5Y*
- 10.04%
- 10Y*
- 8.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSYAX vs. FOCIX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than FOCIX's 1.00% expense ratio.
Return for Risk
LSYAX vs. FOCIX — Risk / Return Rank
LSYAX
FOCIX
LSYAX vs. FOCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYAX) and Fairholme Focused Income Fund (FOCIX). 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 | FOCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.98 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.38 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.18 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.48 | 4.79 | +0.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LSYAX | FOCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.98 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 1.04 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 0.80 | +0.61 |
Correlation
The correlation between LSYAX and FOCIX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LSYAX vs. FOCIX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, more than FOCIX's 1.23% 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% |
FOCIX Fairholme Focused Income Fund | 1.23% | 1.31% | 2.46% | 2.82% | 2.24% | 1.12% | 0.65% | 2.75% | 4.57% | 9.83% | 5.16% | 5.51% |
Drawdowns
LSYAX vs. FOCIX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, smaller than the maximum FOCIX drawdown of -18.78%. Use the drawdown chart below to compare losses from any high point for LSYAX and FOCIX.
Loading graphics...
Drawdown Indicators
| LSYAX | FOCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -18.78% | +7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -7.45% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -12.36% | +1.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.61% | — |
Current DrawdownCurrent decline from peak | -2.84% | -0.58% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -4.81% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.84% | -0.84% |
Volatility
LSYAX vs. FOCIX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYAX) is 1.29%, while Fairholme Focused Income Fund (FOCIX) has a volatility of 2.49%. This indicates that LSYAX experiences smaller price fluctuations and is considered to be less risky than FOCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LSYAX | FOCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 2.49% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 5.63% | -3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 9.26% | -4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 9.73% | -5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 9.18% | -5.00% |