LUBYX vs. LADYX
Compare and contrast key facts about Lord Abbett Ultra Short Bond Fund (LUBYX) and Lord Abbett Developing Growth Fund Class I (LADYX).
LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
LUBYX vs. LADYX - Performance Comparison
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LUBYX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUBYX Lord Abbett Ultra Short Bond Fund | 0.40% | 4.99% | 5.70% | 5.16% | -0.38% | 0.07% | 1.27% | 3.00% | 2.09% | 0.73% |
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Returns By Period
In the year-to-date period, LUBYX achieves a 0.40% return, which is significantly higher than LADYX's -0.44% return.
LUBYX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.40%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 4.91%
- 5Y*
- 3.15%
- 10Y*
- —
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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LUBYX vs. LADYX - Expense Ratio Comparison
LUBYX has a 0.28% expense ratio, which is lower than LADYX's 0.67% expense ratio.
Return for Risk
LUBYX vs. LADYX — Risk / Return Rank
LUBYX
LADYX
LUBYX vs. LADYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Ultra Short Bond Fund (LUBYX) and Lord Abbett Developing Growth Fund Class I (LADYX). 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.
| LUBYX | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.91 | 1.36 | +1.55 |
Sortino ratioReturn per unit of downside risk | 9.40 | 1.91 | +7.49 |
Omega ratioGain probability vs. loss probability | 3.15 | 1.25 | +1.90 |
Calmar ratioReturn relative to maximum drawdown | 11.49 | 2.53 | +8.96 |
Martin ratioReturn relative to average drawdown | 46.04 | 9.13 | +36.91 |
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
| LUBYX | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 1.36 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.36 | -0.07 | +2.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.18 | 0.35 | +1.83 |
Correlation
The correlation between LUBYX and LADYX is 0.04, 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.
Dividends
LUBYX vs. LADYX - Dividend Comparison
LUBYX's dividend yield for the trailing twelve months is around 4.17%, while LADYX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUBYX Lord Abbett Ultra Short Bond Fund | 4.17% | 4.66% | 4.72% | 3.69% | 1.33% | 0.57% | 1.16% | 2.55% | 2.27% | 0.52% | 0.00% | 0.00% |
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
Drawdowns
LUBYX vs. LADYX - Drawdown Comparison
The maximum LUBYX drawdown since its inception was -2.59%, smaller than the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for LUBYX and LADYX.
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Drawdown Indicators
| LUBYX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -60.18% | +57.59% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -14.67% | +14.27% |
Max Drawdown (5Y)Largest decline over 5 years | -1.86% | -50.98% | +49.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.05% | — |
Current DrawdownCurrent decline from peak | -0.30% | -20.61% | +20.31% |
Average DrawdownAverage peak-to-trough decline | -0.17% | -20.22% | +20.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 4.07% | -3.97% |
Volatility
LUBYX vs. LADYX - Volatility Comparison
The current volatility for Lord Abbett Ultra Short Bond Fund (LUBYX) is 0.33%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that LUBYX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBYX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 12.64% | -12.31% |
Volatility (6M)Calculated over the trailing 6-month period | 0.98% | 20.98% | -20.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.49% | 28.61% | -27.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.34% | 27.53% | -26.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 27.00% | -25.89% |