LTRYX vs. SWTSX
Compare and contrast key facts about Lord Abbett Total Return Fund (LTRYX) and Schwab Total Stock Market Index Fund (SWTSX).
LTRYX is managed by Lord Abbett. It was launched on Dec 14, 1998. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTRYX or SWTSX.
Correlation
The correlation between LTRYX and SWTSX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
LTRYX vs. SWTSX - Performance Comparison
Key characteristics
LTRYX:
1.18
SWTSX:
1.64
LTRYX:
1.77
SWTSX:
2.23
LTRYX:
1.21
SWTSX:
1.30
LTRYX:
0.46
SWTSX:
2.51
LTRYX:
3.27
SWTSX:
9.98
LTRYX:
1.78%
SWTSX:
2.17%
LTRYX:
4.95%
SWTSX:
13.19%
LTRYX:
-19.14%
SWTSX:
-54.70%
LTRYX:
-6.18%
SWTSX:
-2.39%
Returns By Period
In the year-to-date period, LTRYX achieves a 1.34% return, which is significantly lower than SWTSX's 2.15% return. Over the past 10 years, LTRYX has underperformed SWTSX with an annualized return of 1.44%, while SWTSX has yielded a comparatively higher 12.06% annualized return.
LTRYX
1.34%
1.34%
-0.03%
6.20%
-0.40%
1.44%
SWTSX
2.15%
-1.58%
7.32%
19.18%
13.39%
12.06%
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LTRYX vs. SWTSX - Expense Ratio Comparison
LTRYX has a 0.40% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
LTRYX vs. SWTSX — Risk-Adjusted Performance Rank
LTRYX
SWTSX
LTRYX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Total Return Fund (LTRYX) and Schwab Total Stock Market Index Fund (SWTSX). 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
LTRYX vs. SWTSX - Dividend Comparison
LTRYX's dividend yield for the trailing twelve months is around 4.96%, more than SWTSX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTRYX Lord Abbett Total Return Fund | 4.96% | 5.00% | 4.68% | 3.71% | 2.31% | 2.70% | 3.10% | 3.56% | 2.82% | 3.05% | 3.14% | 3.20% |
SWTSX Schwab Total Stock Market Index Fund | 1.21% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
LTRYX vs. SWTSX - Drawdown Comparison
The maximum LTRYX drawdown since its inception was -19.14%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for LTRYX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
LTRYX vs. SWTSX - Volatility Comparison
The current volatility for Lord Abbett Total Return Fund (LTRYX) is 1.41%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 3.55%. This indicates that LTRYX experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.