SRBFX vs. LAPIX
Compare and contrast key facts about Columbia Total Return Bond Fund (SRBFX) and Lord Abbett Core Plus Bond Fund (LAPIX).
SRBFX is managed by Columbia Threadneedle. It was launched on Dec 5, 1978. LAPIX is managed by Lord Abbett. It was launched on Dec 8, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRBFX or LAPIX.
Correlation
The correlation between SRBFX and LAPIX is 0.91, 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.
Performance
SRBFX vs. LAPIX - Performance Comparison
Key characteristics
SRBFX:
0.29
LAPIX:
0.63
SRBFX:
0.44
LAPIX:
0.93
SRBFX:
1.05
LAPIX:
1.11
SRBFX:
0.10
LAPIX:
0.29
SRBFX:
0.76
LAPIX:
2.06
SRBFX:
2.40%
LAPIX:
1.50%
SRBFX:
6.42%
LAPIX:
4.89%
SRBFX:
-24.67%
LAPIX:
-18.15%
SRBFX:
-13.40%
LAPIX:
-6.01%
Returns By Period
In the year-to-date period, SRBFX achieves a 1.12% return, which is significantly lower than LAPIX's 3.09% return.
SRBFX
1.12%
-1.23%
0.91%
1.84%
-0.52%
1.18%
LAPIX
3.09%
-0.78%
1.65%
3.33%
0.33%
N/A
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SRBFX vs. LAPIX - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is higher than LAPIX's 0.48% expense ratio.
Risk-Adjusted Performance
SRBFX vs. LAPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and Lord Abbett Core Plus Bond Fund (LAPIX). 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.
Dividends
SRBFX vs. LAPIX - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.48%, less than LAPIX's 5.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.48% | 4.22% | 3.98% | 3.00% | 3.48% | 3.26% | 2.85% | 2.78% | 2.84% | 2.22% | 2.65% | 2.72% |
LAPIX Lord Abbett Core Plus Bond Fund | 5.12% | 5.19% | 3.98% | 2.87% | 3.36% | 3.37% | 4.15% | 3.42% | 3.86% | 0.24% | 0.00% | 0.00% |
Drawdowns
SRBFX vs. LAPIX - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.67%, which is greater than LAPIX's maximum drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for SRBFX and LAPIX. For additional features, visit the drawdowns tool.
Volatility
SRBFX vs. LAPIX - Volatility Comparison
Columbia Total Return Bond Fund (SRBFX) has a higher volatility of 1.88% compared to Lord Abbett Core Plus Bond Fund (LAPIX) at 1.43%. This indicates that SRBFX's price experiences larger fluctuations and is considered to be riskier than LAPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.