LSYAX vs. LSYIX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Lord Abbett Short Duration High Yield Fund (LSYIX).
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. LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020.
Performance
LSYAX vs. LSYIX - Performance Comparison
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LSYAX vs. LSYIX - 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% |
LSYIX Lord Abbett Short Duration High Yield Fund | -1.69% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.81% return, which is significantly lower than LSYIX's -1.69% return.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
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LSYAX vs. LSYIX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is higher than LSYIX's 0.45% expense ratio.
Return for Risk
LSYAX vs. LSYIX — Risk / Return Rank
LSYAX
LSYIX
LSYAX vs. LSYIX - 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 Short Duration High Yield Fund (LSYIX). 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 | LSYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.44 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.99 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.35 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.41 | -0.07 |
Martin ratioReturn relative to average drawdown | 5.48 | 5.83 | -0.35 |
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 | LSYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.44 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.98 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 1.44 | -0.03 |
Correlation
The correlation between LSYAX and LSYIX is 0.97, 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. LSYIX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, less than LSYIX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LSYAX Lord Abbett Short Duration High Yield Fund | 7.42% | 7.91% | 8.01% | 6.38% | 4.86% | 5.77% | 4.64% |
LSYIX Lord Abbett Short Duration High Yield Fund | 7.61% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% |
Drawdowns
LSYAX vs. LSYIX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, roughly equal to the maximum LSYIX drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for LSYAX and LSYIX.
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Drawdown Indicators
| LSYAX | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -10.79% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -4.12% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -10.79% | 0.00% |
Current DrawdownCurrent decline from peak | -2.84% | -2.73% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -1.90% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.99% | +0.01% |
Volatility
LSYAX vs. LSYIX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYAX) and Lord Abbett Short Duration High Yield Fund (LSYIX) have volatilities of 1.29% and 1.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 1.31% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.40% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 4.27% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 4.24% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 4.21% | -0.03% |