LSYIX vs. FHYSX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and Federated Hermes High-Yield Strategy Portfolio (FHYSX).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. FHYSX is managed by Federated. It was launched on Dec 24, 2008.
Performance
LSYIX vs. FHYSX - Performance Comparison
Loading graphics...
LSYIX vs. FHYSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | -1.69% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
FHYSX Federated Hermes High-Yield Strategy Portfolio | -1.76% | 9.14% | 6.42% | 12.77% | -13.16% | 4.49% | 17.29% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LSYIX having a -1.69% return and FHYSX slightly lower at -1.76%.
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
FHYSX
- 1D
- 0.17%
- 1M
- -2.27%
- YTD
- -1.76%
- 6M
- 0.01%
- 1Y
- 5.88%
- 3Y*
- 7.48%
- 5Y*
- 3.11%
- 10Y*
- 5.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSYIX vs. FHYSX - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is higher than FHYSX's 0.02% expense ratio.
Return for Risk
LSYIX vs. FHYSX — Risk / Return Rank
LSYIX
FHYSX
LSYIX vs. FHYSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) and Federated Hermes High-Yield Strategy Portfolio (FHYSX). 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.
| LSYIX | FHYSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.67 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.37 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.45 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.36 | -0.96 |
Martin ratioReturn relative to average drawdown | 5.83 | 9.71 | -3.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LSYIX | FHYSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.67 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.60 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.94 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 0.85 | +0.59 |
Correlation
The correlation between LSYIX and FHYSX is 0.78, 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
LSYIX vs. FHYSX - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 7.61%, more than FHYSX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 7.61% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FHYSX Federated Hermes High-Yield Strategy Portfolio | 5.82% | 6.28% | 5.84% | 5.30% | 5.27% | 4.54% | 5.74% | 6.18% | 6.61% | 6.98% | 6.45% | 8.45% |
Drawdowns
LSYIX vs. FHYSX - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.79%, smaller than the maximum FHYSX drawdown of -21.45%. Use the drawdown chart below to compare losses from any high point for LSYIX and FHYSX.
Loading graphics...
Drawdown Indicators
| LSYIX | FHYSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -21.45% | +10.66% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -2.50% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -16.93% | +6.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.45% | — |
Current DrawdownCurrent decline from peak | -2.73% | -2.27% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -2.61% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.61% | +0.38% |
Volatility
LSYIX vs. FHYSX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYIX) has a higher volatility of 1.31% compared to Federated Hermes High-Yield Strategy Portfolio (FHYSX) at 1.24%. This indicates that LSYIX's price experiences larger fluctuations and is considered to be riskier than FHYSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LSYIX | FHYSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 1.24% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 2.37% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 3.76% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 5.20% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 5.76% | -1.55% |