LUBYX vs. LBFFX
Compare and contrast key facts about Lord Abbett Ultra Short Bond Fund (LUBYX) and Lord Abbett Convertible Fund Class F (LBFFX).
LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016. LBFFX is managed by Lord Abbett.
Performance
LUBYX vs. LBFFX - Performance Comparison
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LUBYX vs. LBFFX - 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% |
LBFFX Lord Abbett Convertible Fund Class F | 4.02% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, LUBYX achieves a 0.40% return, which is significantly lower than LBFFX's 4.02% return.
LUBYX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.40%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 4.91%
- 5Y*
- 3.15%
- 10Y*
- —
LBFFX
- 1D
- 2.26%
- 1M
- -4.19%
- YTD
- 4.02%
- 6M
- 6.17%
- 1Y
- 28.37%
- 3Y*
- 14.90%
- 5Y*
- 3.20%
- 10Y*
- 11.86%
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LUBYX vs. LBFFX - Expense Ratio Comparison
LUBYX has a 0.28% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
LUBYX vs. LBFFX — Risk / Return Rank
LUBYX
LBFFX
LUBYX vs. LBFFX - 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 Convertible Fund Class F (LBFFX). 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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.91 | 2.00 | +0.90 |
Sortino ratioReturn per unit of downside risk | 9.40 | 2.69 | +6.71 |
Omega ratioGain probability vs. loss probability | 3.15 | 1.36 | +1.79 |
Calmar ratioReturn relative to maximum drawdown | 11.49 | 4.05 | +7.44 |
Martin ratioReturn relative to average drawdown | 46.04 | 14.35 | +31.68 |
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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 2.00 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.36 | 0.25 | +2.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.18 | 0.62 | +1.56 |
Correlation
The correlation between LUBYX and LBFFX is 0.06, 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. LBFFX - Dividend Comparison
LUBYX's dividend yield for the trailing twelve months is around 4.17%, more than LBFFX's 1.44% 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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.44% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
LUBYX vs. LBFFX - Drawdown Comparison
The maximum LUBYX drawdown since its inception was -2.59%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for LUBYX and LBFFX.
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Drawdown Indicators
| LUBYX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -41.13% | +38.54% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -7.07% | +6.67% |
Max Drawdown (5Y)Largest decline over 5 years | -1.86% | -30.86% | +29.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -0.30% | -4.96% | +4.66% |
Average DrawdownAverage peak-to-trough decline | -0.17% | -10.40% | +10.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 2.00% | -1.90% |
Volatility
LUBYX vs. LBFFX - Volatility Comparison
The current volatility for Lord Abbett Ultra Short Bond Fund (LUBYX) is 0.33%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 6.38%. This indicates that LUBYX experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBYX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 6.38% | -6.05% |
Volatility (6M)Calculated over the trailing 6-month period | 0.98% | 12.18% | -11.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.49% | 14.53% | -13.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.34% | 12.89% | -11.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 13.52% | -12.41% |