LUBYX vs. BND
Compare and contrast key facts about Lord Abbett Ultra Short Bond Fund (LUBYX) and Vanguard Total Bond Market ETF (BND).
LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUBYX or BND.
Correlation
The correlation between LUBYX and BND is 0.03, 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
LUBYX vs. BND - Performance Comparison
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Key characteristics
LUBYX:
3.46
BND:
0.72
LUBYX:
12.97
BND:
1.07
LUBYX:
4.06
BND:
1.13
LUBYX:
18.78
BND:
0.31
LUBYX:
76.96
BND:
1.86
LUBYX:
0.07%
BND:
2.10%
LUBYX:
1.62%
BND:
5.32%
LUBYX:
-2.59%
BND:
-18.84%
LUBYX:
-0.10%
BND:
-8.23%
Returns By Period
In the year-to-date period, LUBYX achieves a 1.52% return, which is significantly higher than BND's 1.24% return.
LUBYX
1.52%
0.50%
2.46%
5.62%
5.02%
3.07%
N/A
BND
1.24%
-0.19%
0.91%
3.79%
1.26%
-1.19%
1.39%
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LUBYX vs. BND - Expense Ratio Comparison
LUBYX has a 0.28% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
LUBYX vs. BND — Risk-Adjusted Performance Rank
LUBYX
BND
LUBYX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Ultra Short Bond Fund (LUBYX) and Vanguard Total Bond Market ETF (BND). 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.
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Dividends
LUBYX vs. BND - Dividend Comparison
LUBYX's dividend yield for the trailing twelve months is around 5.06%, more than BND's 3.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUBYX Lord Abbett Ultra Short Bond Fund | 5.06% | 5.15% | 4.45% | 2.15% | 0.75% | 1.17% | 2.55% | 2.27% | 0.52% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.79% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
LUBYX vs. BND - Drawdown Comparison
The maximum LUBYX drawdown since its inception was -2.59%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for LUBYX and BND. For additional features, visit the drawdowns tool.
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Volatility
LUBYX vs. BND - Volatility Comparison
The current volatility for Lord Abbett Ultra Short Bond Fund (LUBYX) is 0.52%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.55%. This indicates that LUBYX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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