LSYAX vs. SCFIX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYAX) and Shenkman Capital Short Duration High Income Fund (SCFIX).
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. SCFIX is managed by Shenkman Funds. It was launched on Oct 31, 2012.
Performance
LSYAX vs. SCFIX - Performance Comparison
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LSYAX vs. SCFIX - 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% |
SCFIX Shenkman Capital Short Duration High Income Fund | -0.61% | 7.02% | 6.11% | 9.24% | -2.52% | 5.08% | 6.71% |
Returns By Period
In the year-to-date period, LSYAX achieves a -1.81% return, which is significantly lower than SCFIX's -0.61% return.
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
SCFIX
- 1D
- 0.10%
- 1M
- -0.81%
- YTD
- -0.61%
- 6M
- 0.92%
- 1Y
- 5.06%
- 3Y*
- 6.27%
- 5Y*
- 4.65%
- 10Y*
- 4.30%
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LSYAX vs. SCFIX - Expense Ratio Comparison
LSYAX has a 0.65% expense ratio, which is lower than SCFIX's 0.67% expense ratio.
Return for Risk
LSYAX vs. SCFIX — Risk / Return Rank
LSYAX
SCFIX
LSYAX vs. SCFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYAX) and Shenkman Capital Short Duration High Income Fund (SCFIX). 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 | SCFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 2.61 | -1.25 |
Sortino ratioReturn per unit of downside risk | 1.89 | 3.70 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.65 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 3.04 | -1.71 |
Martin ratioReturn relative to average drawdown | 5.48 | 15.96 | -10.48 |
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 | SCFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.61 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 1.60 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 1.30 | +0.11 |
Correlation
The correlation between LSYAX and SCFIX is 0.74, 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. SCFIX - Dividend Comparison
LSYAX's dividend yield for the trailing twelve months is around 7.42%, more than SCFIX's 5.00% 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% |
SCFIX Shenkman Capital Short Duration High Income Fund | 5.00% | 5.54% | 5.85% | 5.21% | 3.86% | 4.93% | 3.24% | 3.78% | 3.87% | 3.09% | 3.07% | 3.38% |
Drawdowns
LSYAX vs. SCFIX - Drawdown Comparison
The maximum LSYAX drawdown since its inception was -10.79%, smaller than the maximum SCFIX drawdown of -13.08%. Use the drawdown chart below to compare losses from any high point for LSYAX and SCFIX.
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Drawdown Indicators
| LSYAX | SCFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -13.08% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -1.63% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -6.30% | -4.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.08% | — |
Current DrawdownCurrent decline from peak | -2.84% | -1.01% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -0.52% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.31% | +0.69% |
Volatility
LSYAX vs. SCFIX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYAX) has a higher volatility of 1.29% compared to Shenkman Capital Short Duration High Income Fund (SCFIX) at 0.79%. This indicates that LSYAX's price experiences larger fluctuations and is considered to be riskier than SCFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYAX | SCFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 0.79% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 1.19% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 1.96% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 2.92% | +1.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 3.27% | +0.91% |