NPSRX vs. LBFFX
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Lord Abbett Convertible Fund Class F (LBFFX).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006. LBFFX is managed by Lord Abbett.
Performance
NPSRX vs. LBFFX - Performance Comparison
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NPSRX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | -1.95% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 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, NPSRX achieves a -1.95% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, NPSRX has underperformed LBFFX with an annualized return of 5.22%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
NPSRX
- 1D
- -0.13%
- 1M
- -3.30%
- YTD
- -1.95%
- 6M
- 0.47%
- 1Y
- 6.96%
- 3Y*
- 9.61%
- 5Y*
- 3.48%
- 10Y*
- 5.22%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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NPSRX vs. LBFFX - Expense Ratio Comparison
NPSRX has a 0.74% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
NPSRX vs. LBFFX — Risk / Return Rank
NPSRX
LBFFX
NPSRX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) 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.
| NPSRX | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.80 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.44 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.33 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 3.45 | -1.36 |
Martin ratioReturn relative to average drawdown | 8.55 | 12.36 | -3.81 |
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
| NPSRX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.80 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.23 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.86 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.61 | -0.13 |
Correlation
The correlation between NPSRX and LBFFX is 0.35, 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
NPSRX vs. LBFFX - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.45%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.45% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
NPSRX vs. LBFFX - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -62.52%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for NPSRX and LBFFX.
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Drawdown Indicators
| NPSRX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -41.13% | -21.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -7.07% | +3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -30.86% | +13.21% |
Max Drawdown (10Y)Largest decline over 10 years | -26.47% | -33.61% | +7.14% |
Current DrawdownCurrent decline from peak | -3.30% | -7.07% | +3.77% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -10.40% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 1.97% | -1.13% |
Volatility
NPSRX vs. LBFFX - Volatility Comparison
The current volatility for Nuveen Preferred Securities & Income Fund (NPSRX) is 1.24%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that NPSRX 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
| NPSRX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 5.98% | -4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 12.02% | -9.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 14.39% | -10.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 12.86% | -7.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 13.50% | -7.19% |