LSYAX vs. LBNDX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Lord Abbett Bond Debenture Fund (LBNDX).
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. LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971.
Performance
LSYAX vs. LBNDX - Performance Comparison
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LSYAX vs. LBNDX - 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% |
LBNDX Lord Abbett Bond Debenture Fund | -1.89% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 18.34% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LSYAX having a -1.81% return and LBNDX slightly lower at -1.89%.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
LBNDX
- 1D
- 0.28%
- 1M
- -3.81%
- YTD
- -1.89%
- 6M
- -0.44%
- 1Y
- 5.50%
- 3Y*
- 5.72%
- 5Y*
- 1.23%
- 10Y*
- 4.27%
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LSYAX vs. LBNDX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than LBNDX's 0.77% expense ratio.
Return for Risk
LSYAX vs. LBNDX — Risk / Return Rank
LSYAX
LBNDX
LSYAX vs. LBNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYAX) and Lord Abbett Bond Debenture Fund (LBNDX). 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 | LBNDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.35 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.86 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.27 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.44 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.48 | 5.44 | +0.04 |
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 | LBNDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.35 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.27 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 1.09 | +0.32 |
Correlation
The correlation between LSYAX and LBNDX is 0.81, 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. LBNDX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, more than LBNDX's 5.60% 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% |
LBNDX Lord Abbett Bond Debenture Fund | 5.60% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
Drawdowns
LSYAX vs. LBNDX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, smaller than the maximum LBNDX drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for LSYAX and LBNDX.
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Drawdown Indicators
| LSYAX | LBNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -26.67% | +15.88% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -4.08% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -17.33% | +6.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.77% | — |
Current DrawdownCurrent decline from peak | -2.84% | -3.81% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -3.53% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.08% | -0.08% |
Volatility
LSYAX vs. LBNDX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYAX) is 1.29%, while Lord Abbett Bond Debenture Fund (LBNDX) has a volatility of 1.77%. This indicates that LSYAX experiences smaller price fluctuations and is considered to be less risky than LBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | LBNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 1.77% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.82% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 4.40% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 4.63% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 5.02% | -0.84% |