LSYIX vs. HSTRX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and Hussman Strategic Total Return Fund (HSTRX).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSYIX or HSTRX.
Correlation
The correlation between LSYIX and HSTRX is 0.35, 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.
Performance
LSYIX vs. HSTRX - Performance Comparison
Key characteristics
LSYIX:
3.08
HSTRX:
2.44
LSYIX:
5.74
HSTRX:
3.71
LSYIX:
1.85
HSTRX:
1.45
LSYIX:
6.56
HSTRX:
1.72
LSYIX:
22.36
HSTRX:
10.54
LSYIX:
0.44%
HSTRX:
1.25%
LSYIX:
3.20%
HSTRX:
5.40%
LSYIX:
-10.94%
HSTRX:
-14.31%
LSYIX:
0.00%
HSTRX:
-0.29%
Returns By Period
In the year-to-date period, LSYIX achieves a 1.19% return, which is significantly lower than HSTRX's 2.65% return.
LSYIX
1.19%
1.09%
4.44%
9.74%
N/A
N/A
HSTRX
2.65%
2.29%
2.87%
12.26%
4.01%
3.87%
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LSYIX vs. HSTRX - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is lower than HSTRX's 0.75% expense ratio.
Risk-Adjusted Performance
LSYIX vs. HSTRX — Risk-Adjusted Performance Rank
LSYIX
HSTRX
LSYIX vs. HSTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) and Hussman Strategic Total Return Fund (HSTRX). 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.
Dividends
LSYIX vs. HSTRX - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 8.32%, more than HSTRX's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 8.32% | 8.40% | 7.84% | 6.66% | 5.60% | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HSTRX Hussman Strategic Total Return Fund | 2.84% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
Drawdowns
LSYIX vs. HSTRX - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.94%, smaller than the maximum HSTRX drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for LSYIX and HSTRX. For additional features, visit the drawdowns tool.
Volatility
LSYIX vs. HSTRX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYIX) is 0.73%, while Hussman Strategic Total Return Fund (HSTRX) has a volatility of 1.64%. This indicates that LSYIX experiences smaller price fluctuations and is considered to be less risky than HSTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.