LSYIX vs. LBNDX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and Lord Abbett Bond Debenture Fund (LBNDX).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971.
Performance
LSYIX vs. LBNDX - Performance Comparison
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LSYIX vs. LBNDX - 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% |
LBNDX Lord Abbett Bond Debenture Fund | -1.89% | 8.42% | 6.29% | 6.38% | -13.67% | 3.25% | 18.34% |
Returns By Period
In the year-to-date period, LSYIX achieves a -1.69% return, which is significantly higher than LBNDX's -1.89% return.
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
LBNDX
- 1D
- 0.28%
- 1M
- -3.81%
- YTD
- -1.89%
- 6M
- -0.44%
- 1Y
- 5.50%
- 3Y*
- 5.72%
- 5Y*
- 1.23%
- 10Y*
- 4.27%
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LSYIX vs. LBNDX - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is lower than LBNDX's 0.77% expense ratio.
Return for Risk
LSYIX vs. LBNDX — Risk / Return Rank
LSYIX
LBNDX
LSYIX vs. LBNDX - 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 Bond Debenture Fund (LBNDX). 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 | LBNDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.35 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.86 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.27 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.44 | -0.04 |
Martin ratioReturn relative to average drawdown | 5.83 | 5.44 | +0.39 |
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 | LBNDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.35 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.27 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 1.09 | +0.35 |
Correlation
The correlation between LSYIX and LBNDX is 0.81, 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. LBNDX - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 7.61%, more than LBNDX's 5.60% 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% |
LBNDX Lord Abbett Bond Debenture Fund | 5.60% | 5.92% | 5.38% | 4.66% | 3.67% | 3.71% | 3.72% | 4.02% | 6.43% | 4.82% | 4.58% | 5.50% |
Drawdowns
LSYIX vs. LBNDX - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.79%, smaller than the maximum LBNDX drawdown of -26.67%. Use the drawdown chart below to compare losses from any high point for LSYIX and LBNDX.
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Drawdown Indicators
| LSYIX | LBNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -26.67% | +15.88% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -4.08% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -17.33% | +6.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.77% | — |
Current DrawdownCurrent decline from peak | -2.73% | -3.81% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -3.53% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.08% | -0.09% |
Volatility
LSYIX vs. LBNDX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYIX) is 1.31%, while Lord Abbett Bond Debenture Fund (LBNDX) has a volatility of 1.77%. This indicates that LSYIX experiences smaller price fluctuations and is considered to be less risky than LBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYIX | LBNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 1.77% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 2.82% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 4.40% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 4.63% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 5.02% | -0.81% |