RGHYX vs. LSYAX
Compare and contrast key facts about RBC BlueBay High Yield Bond Fund (RGHYX) and Lord Abbett Short Duration High Yield Fund (LSYAX).
RGHYX is managed by RBC Global Asset Management.. It was launched on Nov 30, 2011. LSYAX is a passively managed fund by Lord Abbett that tracks the performance of the ICE BofA HY U.S. Corp, Cash Pay, BB-B 1-5 YR USD Index. It was launched on May 1, 2020.
Performance
RGHYX vs. LSYAX - Performance Comparison
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RGHYX vs. LSYAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RGHYX RBC BlueBay High Yield Bond Fund | -1.39% | 9.02% | 7.14% | 12.88% | -8.48% | 3.72% | 16.65% |
LSYAX Lord Abbett Short Duration High Yield Fund | -1.81% | 7.50% | 8.46% | 10.60% | -7.21% | 4.50% | 14.22% |
Returns By Period
In the year-to-date period, RGHYX achieves a -1.39% return, which is significantly higher than LSYAX's -1.81% return.
RGHYX
- 1D
- 0.10%
- 1M
- -2.07%
- YTD
- -1.39%
- 6M
- -0.08%
- 1Y
- 6.54%
- 3Y*
- 8.04%
- 5Y*
- 4.25%
- 10Y*
- 6.01%
LSYAX
- 1D
- 0.00%
- 1M
- -2.66%
- YTD
- -1.81%
- 6M
- -0.62%
- 1Y
- 5.29%
- 3Y*
- 7.23%
- 5Y*
- 3.96%
- 10Y*
- —
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RGHYX vs. LSYAX - Expense Ratio Comparison
RGHYX has a 0.57% expense ratio, which is lower than LSYAX's 0.65% expense ratio.
Return for Risk
RGHYX vs. LSYAX — Risk / Return Rank
RGHYX
LSYAX
RGHYX vs. LSYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC BlueBay High Yield Bond Fund (RGHYX) and Lord Abbett Short Duration High Yield Fund (LSYAX). 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.
| RGHYX | LSYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 1.36 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.89 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.33 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.33 | +0.49 |
Martin ratioReturn relative to average drawdown | 7.89 | 5.48 | +2.41 |
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
| RGHYX | LSYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 1.36 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.95 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.40 | 1.41 | -0.01 |
Correlation
The correlation between RGHYX and LSYAX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RGHYX vs. LSYAX - Dividend Comparison
RGHYX's dividend yield for the trailing twelve months is around 6.67%, less than LSYAX's 7.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGHYX RBC BlueBay High Yield Bond Fund | 6.67% | 6.68% | 6.91% | 6.22% | 6.04% | 5.29% | 5.54% | 4.88% | 6.79% | 3.88% | 4.44% | 4.38% |
LSYAX Lord Abbett Short Duration High Yield Fund | 7.42% | 7.91% | 8.01% | 6.38% | 4.86% | 5.77% | 4.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RGHYX vs. LSYAX - Drawdown Comparison
The maximum RGHYX drawdown since its inception was -17.38%, which is greater than LSYAX's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for RGHYX and LSYAX.
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Drawdown Indicators
| RGHYX | LSYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.38% | -10.79% | -6.59% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -4.12% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -12.79% | -10.79% | -2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -17.38% | — | — |
Current DrawdownCurrent decline from peak | -2.55% | -2.84% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -1.91% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 1.00% | -0.25% |
Volatility
RGHYX vs. LSYAX - Volatility Comparison
The current volatility for RBC BlueBay High Yield Bond Fund (RGHYX) is 1.21%, while Lord Abbett Short Duration High Yield Fund (LSYAX) has a volatility of 1.29%. This indicates that RGHYX experiences smaller price fluctuations and is considered to be less risky than LSYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGHYX | LSYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.29% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 2.42% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 4.28% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.34% | 4.21% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.18% | +0.49% |