LUBYX vs. MUIIX
Compare and contrast key facts about Lord Abbett Ultra Short Bond Fund (LUBYX) and Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX).
LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016. MUIIX is managed by Morgan Stanley. It was launched on Apr 28, 2016.
Performance
LUBYX vs. MUIIX - Performance Comparison
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LUBYX vs. MUIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LUBYX Lord Abbett Ultra Short Bond Fund | 0.40% | 4.99% | 5.70% | 5.16% | -0.38% | 0.07% | 2.30% |
MUIIX Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio | 0.52% | 4.47% | 4.94% | 4.17% | 1.10% | 0.10% | 0.49% |
Returns By Period
In the year-to-date period, LUBYX achieves a 0.40% return, which is significantly lower than MUIIX's 0.52% return.
LUBYX
- 1D
- 0.10%
- 1M
- -0.30%
- YTD
- 0.40%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 4.91%
- 5Y*
- 3.15%
- 10Y*
- —
MUIIX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.52%
- 6M
- 1.55%
- 1Y
- 3.82%
- 3Y*
- 4.27%
- 5Y*
- 3.04%
- 10Y*
- —
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LUBYX vs. MUIIX - Expense Ratio Comparison
LUBYX has a 0.28% expense ratio, which is lower than MUIIX's 0.35% expense ratio.
Return for Risk
LUBYX vs. MUIIX — Risk / Return Rank
LUBYX
MUIIX
LUBYX vs. MUIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Ultra Short Bond Fund (LUBYX) and Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX). 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 | MUIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.09 | 3.42 | -0.33 |
Sortino ratioReturn per unit of downside risk | 10.34 | 18.58 | -8.23 |
Omega ratioGain probability vs. loss probability | 3.37 | 9.29 | -5.92 |
Calmar ratioReturn relative to maximum drawdown | 11.49 | 42.24 | -30.75 |
Martin ratioReturn relative to average drawdown | 46.88 | 89.61 | -42.73 |
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 | MUIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.09 | 3.42 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.36 | 1.94 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.18 | 1.83 | +0.35 |
Correlation
The correlation between LUBYX and MUIIX is 0.26, 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. MUIIX - Dividend Comparison
LUBYX's dividend yield for the trailing twelve months is around 4.17%, more than MUIIX's 3.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MUIIX Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio | 3.85% | 4.36% | 4.81% | 3.88% | 1.20% | 0.10% | 0.39% | 0.00% | 0.00% | 0.00% |
Drawdowns
LUBYX vs. MUIIX - Drawdown Comparison
The maximum LUBYX drawdown since its inception was -2.59%, which is greater than MUIIX's maximum drawdown of -1.20%. Use the drawdown chart below to compare losses from any high point for LUBYX and MUIIX.
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Drawdown Indicators
| LUBYX | MUIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -1.20% | -1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -0.10% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -1.86% | -1.20% | -0.66% |
Current DrawdownCurrent decline from peak | -0.30% | -0.10% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -0.17% | -0.06% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 0.05% | +0.05% |
Volatility
LUBYX vs. MUIIX - Volatility Comparison
Lord Abbett Ultra Short Bond Fund (LUBYX) has a higher volatility of 0.33% compared to Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX) at 0.10%. This indicates that LUBYX's price experiences larger fluctuations and is considered to be riskier than MUIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBYX | MUIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 0.10% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 0.98% | 0.81% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.49% | 1.24% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.34% | 1.57% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 1.44% | -0.33% |