LSYAX vs. LISAX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Lord Abbett Intermediate Tax Free Fund (LISAX).
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. LISAX is managed by Lord Abbett. It was launched on Jun 29, 2003.
Performance
LSYAX vs. LISAX - Performance Comparison
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LSYAX vs. LISAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LSYAX Lord Abbett Short Duration High Yield Fund | -1.19% | 7.50% | 8.46% | 10.60% | -7.21% | 4.50% | 14.22% |
LISAX Lord Abbett Intermediate Tax Free Fund | -0.50% | 5.22% | 2.15% | 5.89% | -10.61% | 2.08% | 8.38% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.19% return, which is significantly lower than LISAX's -0.50% return.
LSYAX
- 1D
- 0.63%
- 1M
- -1.95%
- YTD
- -1.19%
- 6M
- -0.10%
- 1Y
- 5.84%
- 3Y*
- 7.46%
- 5Y*
- 4.08%
- 10Y*
- —
LISAX
- 1D
- 0.20%
- 1M
- -2.58%
- YTD
- -0.50%
- 6M
- 0.96%
- 1Y
- 4.03%
- 3Y*
- 3.35%
- 5Y*
- 0.65%
- 10Y*
- 1.89%
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LSYAX vs. LISAX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than LISAX's 0.71% expense ratio.
Return for Risk
LSYAX vs. LISAX — Risk / Return Rank
LSYAX
LISAX
LSYAX vs. LISAX - 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 Intermediate Tax Free Fund (LISAX). 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 | LISAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.14 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.52 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.30 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.41 | 4.57 | +1.85 |
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 | LISAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.14 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | 0.20 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.43 | 0.94 | +0.50 |
Correlation
The correlation between LSYAX and LISAX is 0.40, 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. LISAX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.38%, more than LISAX's 3.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYAX Lord Abbett Short Duration High Yield Fund | 7.38% | 7.91% | 8.01% | 6.38% | 4.86% | 5.77% | 4.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LISAX Lord Abbett Intermediate Tax Free Fund | 3.45% | 3.95% | 2.91% | 2.51% | 1.80% | 2.06% | 2.33% | 2.85% | 2.62% | 2.42% | 2.60% | 2.82% |
Drawdowns
LSYAX vs. LISAX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, smaller than the maximum LISAX drawdown of -15.18%. Use the drawdown chart below to compare losses from any high point for LSYAX and LISAX.
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Drawdown Indicators
| LSYAX | LISAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -15.18% | +4.39% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -3.71% | -0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -15.18% | +4.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.18% | — |
Current DrawdownCurrent decline from peak | -2.22% | -2.85% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -2.17% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 1.06% | -0.05% |
Volatility
LSYAX vs. LISAX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYAX) has a higher volatility of 1.50% compared to Lord Abbett Intermediate Tax Free Fund (LISAX) at 1.03%. This indicates that LSYAX's price experiences larger fluctuations and is considered to be riskier than LISAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | LISAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.03% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 1.62% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 3.85% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 3.33% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 3.67% | +0.51% |