LSYAX vs. RPHIX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and RiverPark Short Term High Yield Fund (RPHIX).
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. RPHIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Performance
LSYAX vs. RPHIX - Performance Comparison
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LSYAX vs. RPHIX - 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% |
RPHIX RiverPark Short Term High Yield Fund | 1.02% | 4.76% | 6.71% | 5.87% | 2.97% | 2.05% | 2.11% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.81% return, which is significantly lower than RPHIX's 1.02% return.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
RPHIX
- 1D
- 0.10%
- 1M
- 0.41%
- YTD
- 1.02%
- 6M
- 2.21%
- 1Y
- 4.74%
- 3Y*
- 5.70%
- 5Y*
- 4.56%
- 10Y*
- 3.51%
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LSYAX vs. RPHIX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than RPHIX's 0.89% expense ratio.
Return for Risk
LSYAX vs. RPHIX — Risk / Return Rank
LSYAX
RPHIX
LSYAX vs. RPHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYAX) and RiverPark Short Term High Yield Fund (RPHIX). 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 | RPHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 5.05 | -3.69 |
Sortino ratioReturn per unit of downside risk | 1.89 | 10.09 | -8.20 |
Omega ratioGain probability vs. loss probability | 1.33 | 3.43 | -2.10 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 11.50 | -10.17 |
Martin ratioReturn relative to average drawdown | 5.48 | 85.12 | -79.64 |
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 | RPHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 5.05 | -3.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 3.63 | -2.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 2.94 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 2.94 | -1.53 |
Correlation
The correlation between LSYAX and RPHIX is 0.24, 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. RPHIX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, more than RPHIX's 4.10% 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% |
RPHIX RiverPark Short Term High Yield Fund | 4.10% | 4.76% | 6.40% | 5.08% | 3.46% | 2.03% | 2.44% | 2.85% | 2.83% | 2.68% | 2.63% | 3.19% |
Drawdowns
LSYAX vs. RPHIX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, which is greater than RPHIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for LSYAX and RPHIX.
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Drawdown Indicators
| LSYAX | RPHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -3.16% | -7.63% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -0.41% | -3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -0.92% | -9.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -3.16% | — |
Current DrawdownCurrent decline from peak | -2.84% | 0.00% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -0.09% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.06% | +0.94% |
Volatility
LSYAX vs. RPHIX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYAX) has a higher volatility of 1.29% compared to RiverPark Short Term High Yield Fund (RPHIX) at 0.24%. This indicates that LSYAX's price experiences larger fluctuations and is considered to be riskier than RPHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | RPHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 0.24% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 0.62% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 0.97% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 1.26% | +2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 1.20% | +2.98% |