LSYIX vs. PHYSX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and PIA High Yield Fund (PHYSX).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. PHYSX is managed by PIA Mutual Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSYIX or PHYSX.
Correlation
The correlation between LSYIX and PHYSX 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.
Performance
LSYIX vs. PHYSX - Performance Comparison
Key characteristics
LSYIX:
1.49
PHYSX:
1.17
LSYIX:
2.06
PHYSX:
1.47
LSYIX:
1.37
PHYSX:
1.27
LSYIX:
1.20
PHYSX:
0.76
LSYIX:
5.30
PHYSX:
3.49
LSYIX:
1.20%
PHYSX:
1.33%
LSYIX:
4.25%
PHYSX:
4.00%
LSYIX:
-10.94%
PHYSX:
-19.86%
LSYIX:
-2.95%
PHYSX:
-3.41%
Returns By Period
In the year-to-date period, LSYIX achieves a -1.25% return, which is significantly higher than PHYSX's -2.72% return.
LSYIX
-1.25%
-1.56%
-0.10%
6.47%
6.19%
N/A
PHYSX
-2.72%
-2.03%
-1.37%
5.00%
8.45%
5.03%
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LSYIX vs. PHYSX - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is lower than PHYSX's 0.86% expense ratio.
Risk-Adjusted Performance
LSYIX vs. PHYSX — Risk-Adjusted Performance Rank
LSYIX
PHYSX
LSYIX vs. PHYSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) and PIA High Yield Fund (PHYSX). 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. PHYSX - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 8.60%, more than PHYSX's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 8.60% | 8.39% | 7.84% | 6.66% | 5.60% | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PHYSX PIA High Yield Fund | 8.06% | 7.68% | 7.40% | 8.23% | 6.13% | 6.30% | 6.61% | 6.52% | 6.39% | 6.10% | 6.41% | 5.82% |
Drawdowns
LSYIX vs. PHYSX - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.94%, smaller than the maximum PHYSX drawdown of -19.86%. Use the drawdown chart below to compare losses from any high point for LSYIX and PHYSX. For additional features, visit the drawdowns tool.
Volatility
LSYIX vs. PHYSX - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYIX) and PIA High Yield Fund (PHYSX) have volatilities of 2.89% and 2.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.