Nasdaq - Delayed Quote USD

Lord Abbett Short Duration Income Fund (LDLFX)

3.8800 0.0000 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.62%
5y Average Return 1.98%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Oct 17, 2024) 17.07%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 17.07%
Worst 3Y Total Return -0.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LDLFX
Category
YTD
4.93%
0.44%
1-Month
0.94%
0.02%
3-Month
2.86%
0.56%
1-Year
7.88%
2.65%
3-Year
1.70%
3.38%
5-Year
2.07%
2.40%
10-Year
2.34%
2.01%
Last Bull Market
3.96%
2.63%
Last Bear Market
-1.77%
-0.33%

Annual Total Return (%) History

Year
LDLFX
Category
2024
--
--
2023
5.55%
--
2022
-4.67%
--
2021
0.99%
--
2020
3.05%
3.81%
2019
5.52%
4.72%
2018
1.33%
0.92%
2017
2.63%
1.73%

2016
3.86%
2.08%
2015
0.76%
0.19%
2014
1.60%
1.07%
2013
1.94%
0.45%
2012
6.51%
3.67%
2011
3.25%
1.66%
2010
6.47%
4.11%
2009
17.07%
9.30%
2008
-0.73%
-4.23%
2007
--
4.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.98% 1.02% 2.86% --
2023 1.86% -0.14% 0.94% 2.81%
2022 -2.52% -1.77% -1.45% 1.01%
2021 0.40% 0.63% 0.35% -0.39%
2020 -5.40% 5.66% 1.44% 1.63%
2019 2.20% 1.44% 0.93% 0.85%
2018 -0.24% 0.53% 0.53% 0.51%
2017 0.98% 0.72% 0.70% 0.21%
2016 1.27% 1.71% 1.01% -0.17%
2015 1.22% 0.31% -0.37% -0.40%

2014 0.93% 0.95% -0.13% -0.15%
2013 0.93% -0.80% 0.97% 0.83%
2012 2.45% 0.60% 2.32% 1.00%
2011 0.88% 1.11% -0.60% 1.84%
2010 2.26% 1.11% 2.40% 0.57%
2009 4.06% 5.59% 4.70% 1.76%
2008 1.41% 0.94% -1.76% -1.28%
2007 2.05% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 34
3-Month 80
1-Year 73
3-Year 47
5-Year 48

Load Adjusted Returns

1-Year 7.88%
3-Year 1.70%
5-Year 2.07%
10-Year 2.34%

Performance & Risk

YTD Return 4.62%
5y Average Return 1.98%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.31
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Lord Abbett
Net Assets 42.7B
YTD Return 4.93%
Yield 4.94%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund invests in various types of short duration debt (or fixed income) securities. It invests at least 65% of its net assets in investment grade debt securities including corporate debt securities of U.S. issuers; corporate debt securities of non-U.S. (including emerging market) issuers that are denominated in U.S. dollars; mortgage backed, mortgage-related, and other asset-backed securities; and securities issued or guaranteed by the U.S. government, its agencies and instrumentalities; and inflation-linked investments.

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