LUBYX vs. LALDX
Compare and contrast key facts about Lord Abbett Ultra Short Bond Fund (LUBYX) and Lord Abbett Short Duration Income Fund (LALDX).
LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016. LALDX is managed by Lord Abbett. It was launched on Nov 4, 1993.
Performance
LUBYX vs. LALDX - Performance Comparison
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LUBYX vs. LALDX - 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% |
LALDX Lord Abbett Short Duration Income Fund | -0.24% | 5.70% | 4.48% | 4.76% | -5.48% | 1.17% | 2.98% | 5.42% | 1.24% | 2.30% |
Returns By Period
In the year-to-date period, LUBYX achieves a 0.40% return, which is significantly higher than LALDX's -0.24% return.
LUBYX
- 1D
- 0.10%
- 1M
- -0.30%
- YTD
- 0.40%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 4.91%
- 5Y*
- 3.15%
- 10Y*
- —
LALDX
- 1D
- 0.26%
- 1M
- -1.03%
- YTD
- -0.24%
- 6M
- 0.98%
- 1Y
- 3.88%
- 3Y*
- 4.35%
- 5Y*
- 1.91%
- 10Y*
- 2.46%
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LUBYX vs. LALDX - Expense Ratio Comparison
LUBYX has a 0.28% expense ratio, which is lower than LALDX's 0.58% expense ratio.
Return for Risk
LUBYX vs. LALDX — Risk / Return Rank
LUBYX
LALDX
LUBYX vs. LALDX - 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 Short Duration Income Fund (LALDX). 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 | LALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.09 | 1.82 | +1.27 |
Sortino ratioReturn per unit of downside risk | 10.34 | 3.07 | +7.27 |
Omega ratioGain probability vs. loss probability | 3.37 | 1.57 | +1.80 |
Calmar ratioReturn relative to maximum drawdown | 11.49 | 3.57 | +7.93 |
Martin ratioReturn relative to average drawdown | 46.88 | 14.42 | +32.46 |
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 | LALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.09 | 1.82 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.36 | 0.73 | +1.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.96 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.18 | 1.28 | +0.90 |
Correlation
The correlation between LUBYX and LALDX is 0.54, 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.
Dividends
LUBYX vs. LALDX - Dividend Comparison
LUBYX's dividend yield for the trailing twelve months is around 4.17%, less than LALDX's 4.62% yield.
| 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% |
LALDX Lord Abbett Short Duration Income Fund | 4.62% | 5.01% | 4.11% | 4.09% | 2.42% | 2.37% | 2.88% | 3.59% | 3.88% | 3.71% | 3.95% | 3.95% |
Drawdowns
LUBYX vs. LALDX - Drawdown Comparison
The maximum LUBYX drawdown since its inception was -2.59%, smaller than the maximum LALDX drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for LUBYX and LALDX.
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Drawdown Indicators
| LUBYX | LALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -10.58% | +7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -1.29% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -1.86% | -7.60% | +5.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.67% | — |
Current DrawdownCurrent decline from peak | -0.30% | -1.03% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -0.17% | -0.82% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 0.32% | -0.22% |
Volatility
LUBYX vs. LALDX - Volatility Comparison
The current volatility for Lord Abbett Ultra Short Bond Fund (LUBYX) is 0.33%, while Lord Abbett Short Duration Income Fund (LALDX) has a volatility of 0.71%. This indicates that LUBYX experiences smaller price fluctuations and is considered to be less risky than LALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBYX | LALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 0.71% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 0.98% | 1.66% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.49% | 2.39% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.34% | 2.64% | -1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 2.58% | -1.47% |