LSYIX vs. LALDX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and Lord Abbett Short Duration Income Fund (LALDX).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. LALDX is managed by Lord Abbett. It was launched on Nov 4, 1993.
Performance
LSYIX vs. LALDX - Performance Comparison
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LSYIX vs. LALDX - 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% |
LALDX Lord Abbett Short Duration Income Fund | -0.24% | 5.70% | 4.48% | 4.76% | -5.48% | 1.17% | 6.72% |
Returns By Period
In the year-to-date period, LSYIX achieves a -1.69% return, which is significantly lower than LALDX's -0.24% return.
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
LALDX
- 1D
- 0.26%
- 1M
- -1.03%
- YTD
- -0.24%
- 6M
- 0.98%
- 1Y
- 3.88%
- 3Y*
- 4.35%
- 5Y*
- 1.91%
- 10Y*
- 2.46%
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LSYIX vs. LALDX - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is lower than LALDX's 0.58% expense ratio.
Return for Risk
LSYIX vs. LALDX — Risk / Return Rank
LSYIX
LALDX
LSYIX vs. LALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) and Lord Abbett Short Duration Income Fund (LALDX). 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 | LALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.82 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.99 | 3.07 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.57 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 3.57 | -2.16 |
Martin ratioReturn relative to average drawdown | 5.83 | 14.42 | -8.59 |
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
| LSYIX | LALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.82 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.73 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.96 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 1.28 | +0.16 |
Correlation
The correlation between LSYIX and LALDX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LSYIX vs. LALDX - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 7.61%, more than LALDX's 4.62% 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% |
LALDX Lord Abbett Short Duration Income Fund | 4.62% | 5.01% | 4.11% | 4.09% | 2.42% | 2.37% | 2.88% | 3.59% | 3.88% | 3.71% | 3.95% | 3.95% |
Drawdowns
LSYIX vs. LALDX - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.79%, roughly equal to the maximum LALDX drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for LSYIX and LALDX.
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Drawdown Indicators
| LSYIX | LALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -10.58% | -0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -1.29% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -7.60% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.67% | — |
Current DrawdownCurrent decline from peak | -2.73% | -1.03% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -0.82% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.32% | +0.67% |
Volatility
LSYIX vs. LALDX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYIX) has a higher volatility of 1.31% compared to Lord Abbett Short Duration Income Fund (LALDX) at 0.71%. This indicates that LSYIX's price experiences larger fluctuations and is considered to be riskier than LALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYIX | LALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 0.71% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 1.66% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 2.39% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 2.64% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 2.58% | +1.63% |